North America Client Team Analyst

Boston Consulting Group; Boston (MA); Hybrid; USD 84,000 - 104,000; Full time

Benefits offered by this job

Zero-dollar health insurance

Gym membership reimbursement

Paid parental leave

Generous vacation and holidays

Job summary

Boston Consulting Group in Boston is seeking a Client Team Analyst to support NAMR investment and client processes. You’ll triage requests, coordinate with MDPs and Directors, and help automate workflows using AI tools in a fast-paced, global environment.

You will work with NAMR leadership, prepare recurring investment reports, and contribute to budget tracking while maintaining confidentiality and accuracy. The role offers a hybrid schedule with 3–5 days in the office.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or Math
• 2-3 years of finance-related experience ideal
• Proficient in Excel and PowerPoint; comfort with data and workflow tools

Responsibilities

• Taking proactive ownership of recurring processes and seeing them through reliably
• Managing multiple competing priorities in a fast-paced, global, service-oriented environment
• Using judgment in ambiguous situations, and knowing when to escale
• Writing short, clear, and actionable emails
• Exceptional organization and attention to detail, especially under deadlines
• Finding ways to improve and automate processes, and learning new tools and skills
• Communicating clearly and confidently, building trust with people at all levels of the organization
• Solving problems with sound judgment and creativity
• Learning new topics and skills with a combination of intellectual curiosity, desire for professional growth, and receptiveness to feedback
• Developing collaborative working relationships with business partners across teams, levels, and locations

Skills

Finance experience

Data analysis

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or Math

Tools

Excel

PowerPoint

Job description

Who We Are

The North America (NAMR) Client Team is a critical operational function driving the core business process behind how BCG puts firm money behind client relationships. Every day MDPs bring time-sensitive investment and pricing requests, often with the client waiting for an answer. You will be the person who keeps them moving: triaging incoming requests, spotting missing or risky details, getting the right leaders to weigh in, and helping the Client Team Chair make smart decisions fast.

As a Client Team Analyst, You Will Be a Core Player In The Day-to-day Operations That Keep NAMR’s Investment And Client Processes Running Smoothly And Accurately

• Supporting the daily rhythm of the fast-moving investment approval process including triage, tracking submissions, routing, syndication and follow-up
• Making real-time judgment calls on completeness, urgency and escalation, and keeping MDPs, Commercial Directors and the Chair aligned
• Exploring and applying emerging AI capabilities to streamline workflows, automate repetitive tasks, and improve the investment review process
• Contributing to the monthly tracking and distribution of global investment budget and spend, including data reconciliation, resolving discrepancies, and surfacing insights for leadership
• Preparing and maintaining recurring investment reports and materials, with a focus on accuracy, consistency, and on-time delivery
• Serving as a trusted point of contact for our MDPs and leadership, responding quickly and clearly
• Supporting the NAMR Executive Director and Directors with Client Team initiatives (such as MDP workshops and communications) and ad hoc requests
• Keeping confidential information confidential

What You'll Do

• Taking proactive ownership of recurring processes and seeing them through reliably
• Managing multiple competing priorities in a fast-paced, global, service-oriented environment
• Using judgment in ambiguous situations, and knowing when to escale
• Writing short, clear, and actionable emails
• Exceptional organization and attention to detail, especially under deadlines
• Finding ways to improve and automate processes, and learning new tools and skills
• Communicating clearly and confidently, building trust with people at all levels of the organization
• Solving problems with sound judgment and creativity
• Learning new topics and skills with a combination of intellectual curiosity, desire for professional growth, and receptiveness to feedback
• Developing collaborative working relationships with business partners across teams, levels, and locations

What You'll Bring

• Bachelor's degree; preferred in Finance, Accounting, Economics, Business, or Math or BCG Experience
• 2-3 years of finance-related experience ideal
• Proficient in Excel and PowerPoint; comfort with data and workflow tools

Who You'll Work With

You will work daily with the NAMR Client Team Chair and a small, close-knit Client Team. You will also partner with Commercial Directors, local Finance, System Leaders and the Global Client Team, and interact with MDPs across offices. You will see how BCG decides where to invest, and build a strong network across the firm.

Additional info

At BCG, our people and relationships are at the heart of everything we do. We believe that in-person work is essential to our culture, mentorship, and professional development. That's why we operate on a hybrid model, with the expectation that team members will be in the office 3 to 5 days per week. This role is designed for those who thrive in a dynamic, collaborative environment and is not intended for remote or virtual work.

Compensation Overview

Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below.

We expect total annualized compensation for Boston-based employees to be approximately the following:

• Base salary between $84,000- $104,000 (USD); placement within this range will vary based on experience and skill level
• Annual discretionary performance bonus between 0-12%
• 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period

Benefits

At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees – and their eligible family members.* That's zero dollars in premiums taken from employee paychecks.

All Of Our Plans Provide Best In Class Coverage

• Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children
• Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs
• Dental coverage, including up to $5,000 in orthodontia benefits
• Vision insurance with coverage for both glasses and contact lenses annually
• Reimbursement for gym memberships and other fitness activities
• Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan
• Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement
• Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month)
• Paid sick time on an as needed basis
• Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.

Equal Opportunity Statement

Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.

E-Verify

BCG is an E - Verify Employer. Click here for more information on E-Verify.