Client Service Analyst, Institutional

About the Role

Sterling Capital Management LLC seeks highly motivated candidates interested in developing a solid understanding of the investment management business. This position resides within the firm’s Client Service and Analytics Team, providing exposure to business development, client service, marketing, portfolio management, operations, and compliance.

Key Responsibilities

• Create client portfolio reviews by compiling portfolio-level analytics and incorporating data into review materials.
• Assist the client strategy team with client and prospect inquiries and requests.
• Maintain all necessary client records to meet compliance and regulatory requirements.
• Analyze company financial statements and investment policies to work with investment teams in creating proposed portfolios.
• Create new client records and update changes in the firm’s CRM.
• Work with the Marketing Department in developing prospecting materials.
• Act as a main point of contact for functional teams to ensure client needs and objectives are understood and met.
• Coordinate and participate on calls with prospects and consultants to introduce the firm’s products and services.
• Coordinate the set-up and onboarding of new relationships, including compiling new account documentation, communicating account details to applicable groups, following compliance and regulatory processes, working with investment teams to develop investment guidelines, and ensuring all steps are completed within the designated timeline.
• Oversee the day-to-day servicing and maintenance of client accounts.

Requirements & Tech Stack

• Excel
• Word
• PowerPoint
• CRM (e.g., Salesforce)

Qualifications

• Four-year bachelor’s degree required, preferably in finance.
• Strong organizational skills with keen attention to detail.
• Articulate with excellent interpersonal skills.
• Team player with a positive attitude.
• Proficient computer skills with the ability to learn and use several software packages.
• Desire and ability to work in a fast-paced environment and experience working under strict deadlines.
• Self-motivated with the ability to work independently and with diverse individuals/groups.
• Effective multi-tasker.

Preferred Qualifications

• 1-2 years of financial work experience, preferably in investments.
• Experience with Advent APX, Salesforce, and FactSet.