Goelzer Investment Management · 1 week ago
Institutional Client Analyst
Carmel, IN
Full-time
Onsite
Mid Level
3+ years expGoelzer Investment Management is an investment advisory firm that leverages proprietary investment and financial planning strategies. The Institutional Client Analyst is responsible for the operational execution and support of the IAS team, ensuring efficient delivery of institutional products and services while managing internal processes.
AdviceConsultingFinancial ServicesWealth Management
Responsibilities
Conduct research and analysis for strategic planning projects, including asset allocation studies, spending policy analysis, risk analysis, and investment policy development
Perform ongoing due diligence on investment managers, maintain documentation, and produce analytical reports for internal use and client-facing deliverables
Support senior advisors by preparing investment performance reports and other client materials as needed
Assist in educating institutional clients on market developments, investment strategies, and portfolio positioning through clear, concise communication and well-prepared materials
Monitor financial markets and industry news to identify emerging trends and provide timely insights that enhance client discussions and strategic planning
Collaborate with internal teams to ensure accurate data management, reporting consistency, and compliance with regulatory and firm standards
Work proficiently across Tamarac Reporting, Tamarac Trading, Morningstar Direct, and CRM systems to support IAS team
Assist with the preparation and delivery of RFP support materials, audit confirmations, and customized account reporting for client and prospect meetings
Support account opening and asset transfer processes in collaboration with the Client Service team
Identify and implement process improvements to enhance operational efficiency and accuracy
Work collaboratively across all line of business – Investment Management, Private Client, Operations and Institutional Advisory Services
Perform additional services as appropriate to meet and exceed each client’s needs and expectations
Qualification
Required
High School Diploma; pursuing Bachelor's degree in Finance
Minimum 3+ years relevant experience in operations, management, or the financial industry preferred
Superior organizational skills with exceptional attention to detail; proven ability to manage multiple projects and meet deadlines in fast-paced environments
Strong analytical, decision-making, and critical thinking skills; adept at interpreting complex data and delivering clear, client-facing outputs
Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and ability to quickly master CRM and reporting platforms such as Envestnet Tamarac, Portfolio Center, and Morningstar Direct
Excellent written and verbal communication skills; skilled in documentation and fostering collaboration across small teams and cross-functional environments
Demonstrates initiative, creativity, sound judgment, and maturity with a steady, no-drama approach; dedicated to professionalism, ethics, and confidentiality
Thrives in dynamic environments; enjoys setting and achieving goals, multitasking, and maintaining quality and consistency under time constraints
Passionate about providing proactive, practical advice and supporting team members in achieving objectives; values corporate structure and collaborative improvement
Benefits
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Vision insurance
Company
Goelzer Investment Management
Goelzer Investment Management consults and controls financial strategies and investments to help institutions and families achieve success.
11-50 employees
H1B Sponsorship
Goelzer Investment Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2021 (1)
Funding
Current Stage
Early StageLeadership Team
Greg Goelzer
Chief Executive Officer
Chris W. Cotterill
Chief Operating Officer
Company data provided by crunchbase