Analyst, Client Services jobs in United States
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Future Standard · 7 hours ago

Analyst, Client Services

Future Standard is a global alternative asset manager serving institutional and private wealth clients. The Analyst role provides an opportunity to learn about alternative investment strategies and involves preparing RFPs and RFIs, updating marketing materials, and performing analyses on industry topics and client portfolios.

Asset ManagementFinancial ServicesReal Estate Investment

Responsibilities

Provide diligent detailed preparation of RFPs and RFIs
Edit and update marketing materials for all funds and service offerings
Update databases and internal data rooms to support institutional fundraising efforts
Create and update reports using the company’s CRM and proprietary back-office software
Perform detailed analyses on industry topics, competitors and client investment portfolios
Communicate professionally with investors, clients and external service providers as required
Work independently and in group settings with minimal supervision
Organize multiple tasks and manage relationships with both internal and external professionals
Communicate clearly and effectively with junior and senior professionals across the Firm
Ask questions and seek greater knowledge about aspects of the Firm’s business that may be unfamiliar
Apply strong interpersonal, quantitative and technical skills

Qualification

Analytical skillsMicrosoft OfficeCommunication skillsCRM software proficiencyAttention to detailTechnical skillsEagerness to learnProfessionalismInterpersonal skillsProblem-solving skillsOrganizational skillsTime managementConfidence in communicationStrategic thinkingTeamworkSelf-starter

Required

Bachelor's degree with a strong undergraduate track record
1-2 years of work experience in a professional setting in finance, marketing or related field
Exceptional written and verbal communication skills
Proficiency in Microsoft Office—Word, Excel, and PowerPoint
Strong analytical, strategic, and problem-solving skills
Impeccable attention to detail
Ability to work under time pressure
Systematic approach to organization and prioritization
Confidence to interact with all levels of management, both internally and externally

Preferred

Experience with MSCI Private i®, Salesforce, DealCloud, Preqin, and/or Pitchbook strongly preferred

Company

Future Standard

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Future Standard is a global alternative asset manager that makes investments in credit, real estate, and private equity.

Funding

Current Stage
Late Stage

Leadership Team

W
William Goebel
Managing Director
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Company data provided by crunchbase