Client Portfolio Analyst - Remote

Overview

The Client Portfolio Analyst (CPA) plays a vital role in the overall client, consultant, and prospective client experience at IR+M. As a team, we strive to deliver exceptional client service, as we believe this is a differentiator and pillar of our firm.

In Short

• Provide exceptional client service by effectively handling day-to-day requests.
• Support assigned Client Portfolio Managers and Business Development Professionals.
• Coordinate meetings and assist in documentation of meeting content.
• Interface with internal partners for custom requests and problem resolution.
• Manage client onboarding and account modification processes.
• Ensure timely completion of onboarding/account modifications.
• Oversee completion of consultant and client data requests.
• Act as a key resource for clients and internal partners on inquiries.
• Develop a strong working knowledge of assigned client relationships.
• Utilize CRM systems for client detail and activity notes.

Requirements

• 7+ years of professional experience, with 5+ years in client service at an investment manager firm.
• Strong organizational skills and ability to prioritize.
• Direct experience working with institutional clients.
• Flexibility to manage multiple projects and tight deadlines.
• Superb attention to detail and sound judgment.
• Superior written and verbal communication skills.
• Strong problem-solving skills and understanding of investment concepts.
• Self-motivated with a proactive mindset.
• Team player with enthusiasm to develop skills.
• Excel, PowerPoint, and Bloomberg expertise a plus.

Benefits

• Hybrid work environment with remote work capability.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company contributions.
• Tuition reimbursement up to $15,000 annually.
• $5,000 referral bonus for new hires.
• Business-casual environment.
• Generous paid time off including vacation and holidays.
• Paid volunteer time - 2 days per year.
• Leave of absence programs including paid parental leave.
• Fitness, health, and composting reimbursements.