Client Solutions Analyst

PineBridge Investments; München; Vor Ort; EUR 50.000 - 70.000; Vollzeit

Zusammenfassung

A global asset management firm seeks a Client Solutions Analyst in Munich. This role supports the German Client Solutions team, conducting research and analysis and assisting with compliance and reporting. Candidates should have a Bachelor’s degree and be fluent in both German and English. Strong proficiency in Microsoft Office is required.

Qualifikationen

• Preference for some experience in a similar role within sales or financial services.
• Must be pro-active, self-motivated, assertive, and well-organized.
• High level of accuracy and attention to detail.

Aufgaben

• Support the German Client Solutions team with daily work.
• Conduct analysis and market research on new prospects.
• Draft and distribute communications, reports, and presentations.

Kenntnisse

Strong proficiency with Microsoft PowerPoint

Proficient in Excel

Fluent in German

Fluent in English

Excellent communication skills

Ausbildung

Bachelor’s Degree in finance, economics, or business

Jobbeschreibung

time left to apply End Date: August 15, 2025 (15 days left to apply)

job requisition id R-01935

PineBridge Investments is seeking a Client Solutions Analyst to join the Client Solutions team based in Munich. This position plays a pivotal role in ensuring client, operational, regulatory and administrative efficiency of the organization.

Under direct supervision the main responsibilities include:

• Supporting German Client Solutions team, both Sales and Client Service, in respective day-to-day work
• The above includes preparation of meetings and follow-up to meetings
• Conducting analysis and market research on new prospects and market segments
• Liaison with portfolio managers and/or product managers and operations managers on investment related requests
• Coordinating projects, ensuring compliance with internal policies and external regulation
• Maintain and organize digital and physical filing systems, ensuring accessibility and confidentiality
• Draft, format and distribute communications, reports and presentations
• Support onboarding and offboarding processes including documentation and system access coordination
• Assist in internal and external audit related requests and regulatory reviews
• Maintain up to date records of internal policies, procedures and regulatory filings and ensure adherence to internal controls
• Assist with regulatory questionnaires and due diligence documentation
• Support cross-functional projects by tracking deliverables, updating stakeholders and maintaining project documentation
• Contribution to process improvement initiatives by identifying inefficiencies and proposing solutions
• Collaborate closely with RfP team on any questionnaires and data requests that we respond to
• Salesforce guardian – database maintenance - and running reports, dashboards
• Closely collaborate with Marketing on any PR, Roadshow and Events coordination
• Regular translation of marketing material or PR pieces as well as presentations for German speaker’s requests
• Providing monthly reporting to investors
• Maintain investor spreadsheets with respective information on characteristics of mandates
• Planning of investor onsite visits to various global locations
• Closely collaborating with compliance on any material that is provided
• Plan roadshows, outreach campaigns, and organize responses to inbound requests
• Prepare presentation materials to be used in investor meetings

Personal Specifications:

• Bachelor’s Degree; finance, economics, or business focus preferred
• Preference for some experience in a similar role within sales or financial services
• Strong proficiency with Microsoft PowerPoint, Excel, and Word required, including experience using the software to produce high quality presentations and reports.
• Excellent communication skills, both written and verbal, as well as interpersonal skills; ability to communicate and collaborate effectively with investors, senior sales professionals, portfolio managers, and subject matter experts
• Must be pro-active, self-motivated, assertive, and well-organized
• Ability to meet tight deadlines in a dynamic, fast-paced, entrepreneurial environment
• High level of accuracy and attention to detail
• Must be fluent in German and English

About Us

Instances of Fraudulent Job Offers

It has recently been brought to our attention that there have been instances of fraudulent job offers, purporting to be from PineBridge Investments or its affiliate companies. The individuals or organizations sending these false employment offers may pose as a PineBridge recruiter or human resources representative and request personal information, purchasing of equipment or funds to further the recruitment process. They may even provide documentation in furtherance of their fraudulent attempts.

How to Identify if the Offer Received Was Made by PineBridge:

Here are a few ways to identify whether the offer you may have received is from PineBridge Investments:

Hiring process related travel will be booked through our travel agency at our expense and at our direction. If you are being asked to pay to book travel as a part of an interview process, it is likely to be fraudulent.

PineBridge only utilizes PineBridge.com domains for email accounts ([e-mail]). Any contact by an email that does not use exactly that domain is likely fraudulent.

During the selection process we will require one or more interviews that are conducted either face-to-face or virtually with employees of the company. Any offer of employment that is unsolicited or does not involve an interview process is likely fraudulent.

PineBridge does not ask the applicant for information related to bank accounts, credit cards, or other financial accounts prior to a signed, official offer letter of employment. If you are being asked for this information earlier in the process, it is likely a fraudulent request.

How to Report a Fraudulent Offer:

You may report any such behavior via [e-mail] . If you have been defrauded or suspect identify theft as a result of an employment scam, please contact your local law enforcement agency for guidance.

About PineBridge Investments:

PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 31 December 2024, the firm managed US$190.3 billion across global asset classes for sophisticated investors around the world . For five consecutive years (2020-2024), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey.

PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.