Total Plan Client Services Associate

Hoboken, New Jersey
Aug 18, 2022
Oct 17, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time


Location: Hybrid remote/on-site (must have ability to work from the corporate office in Hoboken, NJ as needed) 
About the Role 

The Client Service Analyst provides product support to clients and prospects. Through hands-on training and exposure to Burgiss products, this individual will gain valuable product and investment knowledge, while building client relationship skills. 

This role focuses on the Caissa Platform product, which is the Burgiss investment analytics platform for institutional allocators, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage the Caissa Platform to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.

Scope and Key Responsibilities 

Acquire a thorough understanding of the Caissa Platform, as well as the rest of the Burgiss product suite, and how our products fit into client organizations and their processes Serve as an advocate for Burgiss to the client, as well as an advocate for the client within Burgiss Provide first-tier product support, addressing product-related inquiries using our CRM system Support senior team members in client calls and lead platform training sessions Coordinate with teams internally to help shape the product roadmap, validate platform behavior, and on other projects as needed 

Experience and Qualifications 

  • Bachelor’s degree (Finance, Economics, or similar field) 1-2 years of finance, accounting, or investment experience Strong analytical, organizational, and interpersonal skills  Strong written and verbal communication skills Portfolio analysis, performance measurement, or domain expertise in investment analytics a plus Proficiency in MS Excel a plus Progress towards CFA, CAIA, CIPM, or FRM a plus Training, consulting, or client presentation experience a plus, but not required

About Burgiss Group
Burgiss is a global, market-leading provider of data and analytics solutions for investors of private capital. With over 30 years of expertise in private markets, we offer unrivaled data, analytics and transparency that enable asset owners, asset managers and financial intermediaries to understand, evaluate and manage private capital portfolios. We partner with more than 1,000 firms in 32 countries, delivering data that represents over $7.8 trillion in private assets.
With offices throughout Asia Pacific, EMEA and the Americas, we leverage our expertise and network to service our clients and focus on their varying needs across regions. Further information is available at
At Burgiss, our mission is to deliver essential data and investment management solutions to help global investors build better private capital portfolios. To do this, we are building a global team of individuals representative of the clients we serve. We are striving to foster a diverse and inclusive environment where different cultures, backgrounds and viewpoints are welcomed and embraced. We recognize that advancing diversity and inclusion is a continuous commitment which connects us to our clients and communities.
Burgiss is an Equal Opportunity Employer, providing equal employment and advancement opportunities to all individuals. We recruit, hire and promote into all job levels the most qualified applicants without regard to race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status or any other characteristic protected by law. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our company.

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