Client Portfolio Analyst
Payden & Rygel, Boston, MA, United States
Job Description
The Client Portfolio Analyst will be an integral part of our dedicated Relationship Management team, covering clients and consultants worldwide. Alongside other team members, he/she will serve as an additional point of contact for many of our most important relationships. The role’s primary objective is to ensure that the servicing needs of our clients and consultants are met in a timely and accurate manner. The role will be based in Boston, with a focus on highly sophisticated relationships encompassing a variety of client types and Payden & Rygel strategies.
Job Responsibilities
Coordinate key client communications on portfolio characteristics, risks, returns, market views, etc.
Assist with creating presentations, reports and marketing materials for existing client objectives and product strategy.
Take care of clients’ day-to-day queries, investigate and respond to internal and external ad‑hoc questions on topics such as portfolio /fund specific information or investment guidelines and compliance matters.
Collaborate with team members across strategies in monitoring portfolios daily for adherence to client objectives and product strategy.
Help coordinate with internal and external stakeholders the onboarding of new accounts, transition management and account restructuring procedures.
Coordinate with multiple internal teams to prepare and actively contribute to meetings with existing clients and prospects.
Qualifications
Proven team‑player willing to support broader efforts to the benefit of our clients.
Ability to prioritize requests, manage deadlines, and work under time pressure to deliver the highest level of service to our clients.
Intellectually curious and enthusiastic about the investment management industry – some level of market knowledge and fixed income is preferred.
Strong verbal and written skills, as well as proficiency in Excel, PowerPoint, and database querying, would be a plus.
The ideal candidate would have one to five years of relevant experience in a client‑facing, business development or product management role.
Education
Bachelor’s degree, preferably in finance.
Some progress toward obtaining the CFA qualification is preferred.
Equal Employment Opportunity Payden & Rygel is an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment. Payden does not make employment decisions on the basis of race, color, ethnicity, national origin, ancestry, citizenship, religion, creed, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances.
If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at careers@payden or 213‑625‑1900.
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Job Responsibilities
Coordinate key client communications on portfolio characteristics, risks, returns, market views, etc.
Assist with creating presentations, reports and marketing materials for existing client objectives and product strategy.
Take care of clients’ day-to-day queries, investigate and respond to internal and external ad‑hoc questions on topics such as portfolio /fund specific information or investment guidelines and compliance matters.
Collaborate with team members across strategies in monitoring portfolios daily for adherence to client objectives and product strategy.
Help coordinate with internal and external stakeholders the onboarding of new accounts, transition management and account restructuring procedures.
Coordinate with multiple internal teams to prepare and actively contribute to meetings with existing clients and prospects.
Qualifications
Proven team‑player willing to support broader efforts to the benefit of our clients.
Ability to prioritize requests, manage deadlines, and work under time pressure to deliver the highest level of service to our clients.
Intellectually curious and enthusiastic about the investment management industry – some level of market knowledge and fixed income is preferred.
Strong verbal and written skills, as well as proficiency in Excel, PowerPoint, and database querying, would be a plus.
The ideal candidate would have one to five years of relevant experience in a client‑facing, business development or product management role.
Education
Bachelor’s degree, preferably in finance.
Some progress toward obtaining the CFA qualification is preferred.
Equal Employment Opportunity Payden & Rygel is an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment. Payden does not make employment decisions on the basis of race, color, ethnicity, national origin, ancestry, citizenship, religion, creed, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances.
If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at careers@payden or 213‑625‑1900.
#J-18808-Ljbffr