Portfolio Analytics – Client Development

This is a great opportunity for a financial professional to play a significant role in launching a new product line for a market data platform. If you have experience in portfolio analytics and strong relationship building skills, then this position is for you.

What do you gain?

In this position you will:

• Develop relationships across the investment management community.
• Make a significant impact on the launch of a new product line – Portfolio Analytics.
• Gain valuable client facing time.
• Join an entrepreneurial, dynamic culture with a true team environment.
• Refine your presentation skills.

What are the responsibilities?

Candidates will be required to provide the Portfolio Analytics clients and prospects with product demonstrations, training sessions, and ongoing support. In this role, the Associate will:

• Build relationships with each client, and internally partner with key personnel across the entire organization.
• Liaise with the financial and technology teams to understand data calculation methodologies and new product functionality.
• Generate product application ideas for clients/prospects to help drive revenue growth.
• Deliver client feedback to product development for product enhancements.

What experience is required?
Our client prefers candidates with experience in market data platforms along with a strong understanding of financial markets. These professionals will find that our client provides a challenging and flexible environment, which values self-motivation and team collaboration.

Core Skills:

• Excellent analytical capabilities, including direct experience with portfolio analytics.
• Strong ability to communicate with clients in a clear manner and strong presentation skills
• Established relationship building and time management skills
• Ability to develop comprehensive recommendations in efforts to improve the business
• Ability to work independently as well as in a team-based environment

Specific Requirements:

• Bachelors degree required
• At least 2 years of direct experience working within the market data industry in a client development or end user function.
• Strong quantitative and finance background.

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This job is filed under Accounting & Finance.