Senior Client Support Analyst

The incumbent serves as the primary administrative contact between the fixed income group and consultants, clients, prospective relationships and account teams.  S/He works with the account teams and sales force in relationship development.  The incumbent oversees the creation and maintenance of material that communicates new and current investment strategies, specific client investment and portfolio strategies, and works with sales and portfolio management staff to analyze portfolios and create presentations for prospective clients.  S/He directs and coordinates the client support group to formulate, report, and verify account objectives including standard and ad hoc client reporting events.  The incumbent will work with sales force and portfolio staff to gain new accounts and partner with Portfolio Managers in the establishment and execution of client reporting needs.

 

The qualified candidate will posses a Bachelor’s degree and at least 5-8 years of experience in the investment/fiduciary management industry preferably in a role requiring regular client interaction.  S/He will have the ability to communicate fixed income strategy and products effectively, both verbally and in written form.  S/He will have knowledge of the investment management process and related products.  CFA or MBA or progress towards a CFA or MBA is desirable.

 If you would like to express an interest in this position, please visit the career section of www.bnymellon.com Use the link to search for positions posted under the former Mellon Financial Corporate for job code 074637.