Client Service and Marketing Analyst

Richmond, Virginia
Salary and bonus commensurate with experience
Jan 23, 2023
Feb 22, 2023
Industry Sector
Asset Management
Employment Type
Full Time

Job Title: Client Service/Marketing Analyst

Agincourt Capital Management, LLC is an SEC-registered investment adviser located in Richmond, Virginia.  The firm is focused on managing investment-grade fixed income portfolios for institutional clients and has over $7 billion in assets under management.



The Client Service/Marketing Analyst will have broad responsibilities across the firm. As a boutique firm, Agincourt’s team members fill a variety of roles within the organization. The Client Service/Marketing Analyst will be a member of the Client Service and Marketing Team but will also work closely with the firm’s Investment and Operations Teams. The position’s responsibilities will primarily revolve around consultant/client reporting, account/composite performance calculation, and presentation preparation and development.  A successful candidate should be able to effectively work with all levels of the firm as well as with external investment consultants, clients, and vendors. The candidate should also have strong analytical skills, verbal and written communication skills, technology proficiency (Excel, Access, PowerPoint), and an interest in capital markets.


Additional key responsibilities:

  • Monthly performance reporting to outside investment consultants and clients
  • Calculation of monthly index returns
  • Calculation of firm’s performance composites and GIPS verification
  • Work with external third-party Investment Databases (eVestment)
  • Work closely with Operations Team on account management



  • Bachelor’s degree required
  • Minimum 3 years’ experience with a proven track record of success in an investment management or similar financial industry setting
  • Team oriented with attention to detail and accuracy
  • Completion of or progress towards the CFA designation (not required but preferred)
  • Experience in capital markets, fixed income experience preferred
  • Experience working with GIPS verification process preferred



  • Salary and bonus commensurate with experience
  • Benefits including health insurance, 401(k), and HSA
  • You need to sign in to save