Accountemps is currently recruiting candidates for a Client Portfolio Analyst position. If you are interested and meet requirements please give Accountemps a call at 612.339.5521 to find out more about the below opportunity!

This position is a long term temporary assignment. Monday – Friday 8am-5pm

Duties and Responsibilities:
• Works in conjunction with senior client relationship managers to provide proactive communication and consultation for the effective delivery of investment management services
• Provides portfolio analysis including structure, strategy, analytics, and compliance
• Ensures customer satisfaction by understanding client investment needs and investment guidelines while effectively communicating investment strategies
• Responsible for monitoring investment performance of assigned clients; also monitors compliance expectations and communicates corrective action to client/consultant
• Responds to audit requests, typically coordinating with accounting operations
• Responds to client-specific consultant questionnaires for assigned clients
• Reviews client statements prior to distribution
• Ensures accounts meet all regulatory and internal compliance requirements
• Coordinates documentation and transition of new accounts
• Responsible for managing customer fees and account profitability
• Will complete other ad hoc duties related to assigned clients and the firms client service initiatives
• Builds and maintains effective relationships with internal staff and external market professionals, including consultants for assigned client
• Keeps abreast of current industry trends, regulations and pertinent information for effective client management and proactive consultation

Requirements:
• 4 years related Institutional/Investment/Relationship Management/Finance experience
• Bachelor’s degree required

Preferred Skills:
• Knowledge of fixed income
• Effective communication skills
• Ability to prioritize and multi-task
• Strong numbers aptitude
• Focus on attention to detail
• MBA, CFA, or CPA

This position pays $20+/hour

Please contact Jeremy Fennell at 612.339.5521 for more information about our free service and a qualifying phone interview. You can also submit your resume to jeremy.fennell@accountemps.com for review and consideration.

Accountemps, a Robert Half Company, is the world\'s first and largest specialized financial temporary staffing firm for accounting and financial professionals. We are a preferred provider of temporary employees for a major financial services company which provides banking, insurance, investments, mortgage and consumer finance services. This is the opportunity to get your foot in the door of a major Metro Area employer!

Click here if this is your posting

If this is your post, and you need to mark this as taken or delete it, we can send you a reminder email with links to do this.

    Cancel

Email this person

Your name

Your email address

 
Message

Type the code below