Institutional Client 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

Overview

The Institutional Client Analyst will play a critical support role in the Client Solutions Group (CSG) at Campbell. The Analyst will specifically support the Product Specialist efforts, which covers a broad range of responsibilities focused on quantitative and qualitative sales support, investor relations, and content development. The Institutional Client Analyst is responsible for providing analytical support to the client service and sales efforts, with a focus on data analysis, due diligence requests, presentation support and quality control. To perform these functions, the role requires a highly analytical mindset, experience in financial markets including derivatives and equities, as well as the ability to develop an understanding of the quantitative investment landscape and the regulatory requirements and guidelines of Campbell’s market space.

Responsibilities

• Due Diligence and Analytical Client Support: Assist with ongoing due diligence requests and other inquiries from prospective or current investors, ensuring we provide detailed, thoughtful and thorough responses.
• Prepare draft responses for investment-related content in RFPs and DDQs.
• Update monthly and quarterly data templates, attribution reports and other items as required.
• Draft custom commentaries on a monthly/quarterly basis and update all custom reports.
• Act as a liaison to other groups within Campbell (e.g., research, accounting and compliance) to gather necessary information to support due diligence, sales and/or client service activities.
• Facilitate due diligence visits and assist with completion of any periodic questionnaires.
• Participate in the materials review process to ensure quality control.

• Content Generation and Analysis: Gather, organize and analyze data to assist the Product Specialist in developing marketing materials, custom content, investor letters, white papers and other publications.
• Draft monthly talking points on performance drivers and other portfolio updates.
• Research and analyze the competitive landscape (i.e., new products, market trends, regulatory changes, etc.).
• Provide additional support to the Content Development process as required.

• Investor Relations: Assist with preparation for client calls and meetings.
• Ensure client meeting notes are accurately captured in the CRM system.
• Assist the Product Specialist with relationship management as needed.
• Decision making authority: Navigate a diverse range of personalities and styles when working with colleagues in sales, research, senior leadership and throughout the firm.
• Independently prioritize deliverables, ensuring that client/prospect deadlines are met and expectations have been set and communicated internally.
• Effectively communicate with external clients and prospects to ensure delivery of timely follow up in a complaint and appropriate manner.

Qualifications

Required Qualifications

• Bachelor’s degree in Finance, Economics, Business Management, Accounting, International Business or a related field.
• 2 – 4 years’ experience, including some experience in an analytical support role.
• Fundamental understanding of risk and performance statistics and general portfolio analysis.
• Technically savvy including an advanced knowledge of Microsoft Excel and the ability to create sophisticated data templates.
• Excellent oral and written communication skills.
• Ability to work well in a team and individual settings.
• Demonstrated impeccable accuracy and attention to detail.
• Candidate must be able to obtain a Series 3 license.

• Preferred Qualifications
• Experience in the alternative investment industry.
• Understanding of hedge funds and derivatives analysis.
• Familiarity with the Salesforce CRM system.
• Knowledge of the hedge fund compliance landscape.

Compensation

$75,000-$95,000/yr + BONUS

Benefits

We recognize that producing the best work and maintaining the best talent includes putting an overall premium on the overall wellness and financial well-being of our employees. We offer a hybrid work environment for all associates, very competitive pay and benefits, paid parental leave, 80% tuition reimbursement up to $50,000, an annual $2,000 vacation allowance, catered biweekly lunches, employer-funded Health Savings Account, group health, dental and vision benefits, a $1000 fitness allowance, and a 401(k) matching 100% up to 9% of your salary, plus an additional annual employer discretionary contribution, up to 7.25%. Regular social gatherings, biweekly staff lunches, arcade and video games, and diversity and inclusion events are part of our engagement activities to ensure working at Campbell is challenging, rewarding, and enjoyable.