Client Solutions Analyst

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

Zusammenfassung

PineBridge is seeking a Client Solutions Analyst in Munich to enhance client, operational, regulatory, and administrative efficiency. Responsibilities include supporting client solutions, conducting market research, and coordinating projects. Candidates should have a strong educational background in finance or business and proficiency in Microsoft Office, alongside excellent communication skills.

Qualifikationen

• Preference for some experience in a similar role within sales or financial services.
• Fluency in German and English is required.
• Strong proficiency in Microsoft Office applications.

Aufgaben

• Support German Client Solutions team in day-to-day work.
• Conduct analysis and market research on new prospects and market segments.
• Coordinate projects, ensuring compliance with internal policies and external regulation.

Kenntnisse

Communication

Collaboration

Proactivity

Attention to Detail

Organizational Skills

Ausbildung

Bachelor’s Degree in Finance, Economics, or Business

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Word

Jobbeschreibung

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