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Consultant Database Analyst
2 months ago
Responsibilities
- Collaborates with senior relationship management professionals to manage information requests that may result from formal (internal and external) meetings with consultant or that may occur in an ad hoc manner on any given day.
- Liasie with internal teams and, as directed by the relationship owner, will interact with consultants directly to ensure that the inquiry is addressed in a professional/timely manner.
- Work with the global consultant relations team to respond to RFIs and short RFPs sourced from consultants. As necessary, they will work with consultant relations managers to qualify requests and may respond directly to the consultant with the proposal. Also will be responsible for following up with the Global Consultant Relations team to find out the result of an RFP.
- Database Management: The analyst will be responsible for populating, updating, and maintaining all quantitative and qualitative information across various tier 1, 2 and 3 consultant and third-party databases. Responsibilities include performing regularly scheduled data updates, product additions and creating firm presence within new consultant/third-party databases.
- The analyst will work with RFP content managers, investment writers and product specialists, as well as utilizing marketing collateral to ensure consistent information is communicated across databases.
- The analyst is also responsible for maintaining documents for broad content guidelines for each database (e.g., what content can/can’t be versioned), and tracks requirements and editorial decisions for content and data across all consultant databases.
Required Skillset
- Experience in the institutional investment management industry or experience with a consulting firm
- Experience with quantitative data
- Knowledge of investments and portfolio management
- Project management and organizational skills, including attention to detail
- Ability to handle multiple tasks in a deadline-driven environment
- Experience interfacing with sales and client service professionals
- Team player but able to work on an individual basis
- Strong interpersonal skills
- Excellent communication and negotiation skills
- Professional presence