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Client Associate
Job Code:2019-US-CT-006
Location:Stamford, CT Office
Department:Consulting Services
Team:Investment Management
FT/PT:Full Time
  
Basic Function:
Greenwich is looking for a motivated, self-starter with strong organizational skills and attention to detail to join the Investment Management team as a Client Associate. As a Client Associate in the Investment Management Sector, you will be part of the firm’s data, analytics and advisory team focusing on helping many of the most recognized firms understand rapidly evolving customer needs and develop leading edge solutions.


Principal Accountabilities:
Working along senior management, Client Associates are responsible for the production and development of client reports and deliverables. As a Client Associate, you will have access to all the latest research in the investment management industry to help create insights that are presented to clients. Your primary day-to-day responsibilities would be:

• Provide support for senior team members in the setup, preparation, and validation of client reports, analytics and deliverables
• Work with Product Managers and other Client Associate(s) to support the development of data-based consulting programs
• Review, edit, and analyze written market commentary
• Learn to become an analyst evaluating industry trends, competitive dynamics, and investment management trends against competitive  benchmarks
• Proactively organize, track, and report status on team-wide tasks and initiatives
• Become an expert on data products, reports, and processes in order to take on client facing responsibilities
• Responding to specific client queries based on primary or secondary research data

Qualifications/Experience:
• Bachelor’s degree
• Work experience or demonstrated past internship experience in Financial Services, consulting, project management, or data analytics
• Passion to learn about the investment management industry
• Advanced Excel and PowerPoint
• Strong organizational and planning skills
• Exceptional attention to detail
• Distinctive competence in quantitative and problem solving skills
• Strong desire to learn about financial services, digital transformation, and/or strategic consulting
• Inquisitive and analytical nature
• Effective interpersonal communication skills
• Desire to work in a team environment