Client Strategy Analyst

5 days left

Location
Chicago, Illinois (US)
Salary
Commensurate with experience
Posted
Dec 23, 2021
Closes
Jan 22, 2022
Industry Sector
Asset Management
Employment Type
Full Time

Overview

The Client Strategy Analyst will be an integral part of the team, providing client-centric solutions that meet the objectives of our clients. The analyst will be responsible for completing daily, weekly, monthly and quarterly client deliverables in a timely manner, as well as managing communications and exchanging information with clients and consultants. This role also includes the design, implantation and execution of client strategies in conjunction with the investment, solutions, distribution and client service teams.

Responsibilities

  • Create and provide customized client deliverables on a weekly, monthly and quarterly basis that provide details on the current state of the client’s portfolio
  • Become proficient in using various databases, dashboards and systems to pull relevant data for client reporting, risk management and solutions analysis
  • Support development and oversight of client strategies to ensure they are optimized for client-specific investment objectives and constraints
  • Develop and maintain knowledge of current investment market, economic issues, building block strategies, and LGIMA firm views
  • Develop a detailed understanding of market instruments applicable to the assigned clients/sectors
  • Work on the development of spreadsheets and systems for modeling/monitoring risk
  • Model the outcomes of different asset and derivative strategies to match client liabilities or risk objectives
  • Support preparation of presentations for investment consultants and clients
  • Support responses to client, consultant and third-party requests for information in a comprehensive and timely manner
  • Support thought leadership research and publication
  • Partner with Account Management to maintain and enrich Salesforce
  • Attend firm-wide training and professional development sessions when available
  • Promote and support our principles of diversity and inclusion

Qualifications

  • Excellent oral and written communication skills
  • Self-starter and team player
  • Bachelor degree required

 

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)

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