Client Services Associate
Our client is a leading global asset manager known for its deep investment research and long‑standing partnerships with sophisticated institutional investors. They are seeking a Client Services Associate who will sit at the intersection of investment research, client advisory, and portfolio strategy. In this role, you'll support a small group of senior investment leaders who work directly with global clients on their most important research and portfolio questions.
This position is an excellent fit for candidates coming from investment banking, consulting, or other analytical, high‑performance environments who are looking to transition into a more investment‑oriented and client-facing role.
Client Services Associate Responsibilities
- Support senior leadership on client-driven research initiatives.
- Help structure and analyze complex investment or portfolio questions.
- Develop client‑ready insights on macro trends, market views, strategy performance, and positioning.
- Contribute to firmwide research projects and broader investment initiatives.
- Analyze financial and economic data to understand performance drivers and risk exposures.
- Enhance or help build tools, models, and systems that support client engagement.
- Apply structured, data‑driven thinking to solve market and portfolio challenges.
- Build deep knowledge of the firm's investment philosophy and systematic investment processes.
- Develop a strong understanding of portfolio construction principles through ongoing training.
Client Services Associate Qualifications
- Bachelor's or Master's degree with strong academic performance.
- 1-4+ years of experience in investment banking, consulting, research, or similar analytical roles.
- Strong interest in markets, macroeconomics, and investing.
- Ability to simplify complex concepts and communicate clearly.
- Comfort working with quantitative data and analytical frameworks.
- Naturally curious, analytical, humble, and eager to learn.
This role provides direct exposure to senior investment leaders and high‑impact research, broad visibility into the firm's investment thinking and portfolio strategies, the opportunity to build a differentiated market‑facing skillset early in your career, clear long‑term growth potential into investor relations, strategy, or senior client advisory roles, and a strong focus on training, development, and continuous improvement.
Please apply if interested!
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