Client Analyst, West Chester

📋 Description

• Collaborate closely with lead consultants and internal team members to deliver coordinated
• Serve as a primary point of contact for clients and third-party partners, ensuring timely
• Provide day-to-day client support by responding to requests, coordinating deliverables, and
• Prepare accurate and timely monthly and quarterly client reporting materials in accordance with
• Manage projects for assigned clients by coordinating activities, monitoring progress, and
• Support lead consultants during client meetings by preparing materials, contributing relevant

🎯 Requirements

• Bachelor’s degree in finance, economics, or related degree
• At least 3 - 5 years of experience as a report analyst in investment consulting or related industry
• Demonstrated industry knowledge, specifically around general financial markets, asset allocation
• Experience with financial reporting functions
• Proven client service skills and ability to present information effectively and professionally in
• Advanced Excel skillset; solid knowledge of Microsoft Office; ability to quickly learn new software

🎁 Benefits

• Top tier healthcare coverage
• 100% paid premium for disability and employee life insurance coverage
• Health and Dependent Care FSA and HSA options
• Company 401K contribution
• Hybrid work policy
• Paid time off & 15+ holidays