Hybrid Institutional Client Solutions Analyst

Campbell & Company, LP; Towson (MD); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Paid parental leave

Tuition reimbursement

Annual vacation allowance

Health savings account

401(k) matching

Regular social gatherings

Job summary

A financial services firm in Towson, Maryland is seeking an Institutional Client Analyst to support the Client Solutions Group. Responsibilities include providing analytical support, assisting with due diligence requests, and contributing to content generation for investor relations. Candidates should possess a Bachelor’s degree in a relevant field and 2-4 years of experience in analytical roles. This position offers competitive compensation and a hybrid work environment.

Qualifications

• 2-4 years experience in an analytical support role.
• Fundamental understanding of risk and performance statistics.
• Technically savvy with advanced Microsoft Excel skills.
• Ability to create sophisticated data templates.
• Demonstrated impeccable accuracy and attention to detail.

Responsibilities

• Assist with ongoing due diligence requests and investor inquiries.
• Prepare draft responses for investment-related content in RFPs.
• Update data templates and attribution reports.
• Draft custom commentaries and update reports.
• Act as a liaison to gather support information.
• Facilitate due diligence visits and assist with questionnaires.
• Participate in the materials review process.

Skills

Analytical skills

Communication skills

Attention to detail

Teamwork

Technical proficiency

Education

Bachelor’s degree in Finance, Economics, Business Management, Accounting, or related field

Tools

Microsoft Excel

Salesforce CRM

Job description

A financial services firm in Towson, Maryland is seeking an Institutional Client Analyst to support the Client Solutions Group. Responsibilities include providing analytical support, assisting with due diligence requests, and contributing to content generation for investor relations. Candidates should possess a Bachelor’s degree in a relevant field and 2-4 years of experience in analytical roles. This position offers competitive compensation and a hybrid work environment.