Junior Analyst, Investor Services
Skills
- Proficient Excel and data manipulation skills
- Strong written and verbal communication
- Attention to detail and organizational ability
- Experience or familiarity with CRM systems
- Comfort working with marketing analytics and basic data visualization
- Ability to manage multiple projects under tight deadlines
Responsibilities
- Execute marketing initiatives including email campaigns, content distribution, and website updates
- Maintain and update CRM records, contact lists, and distribution groups for accurate client communications
- Produce and distribute monthly, quarterly, and ad hoc investor reports and communications
- Track and analyze marketing engagement metrics, website traffic, and client interaction data
- Coordinate investor meetings, industry events, conferences, and roadshows
- Collaborate with investment, compliance, operations, and investor relations teams on client-facing materials
- Support content creation including presentations, factsheets, videos, and thought leadership pieces
- Maintain product and firm data across industry databases
- Assist with ad hoc client requests and serve as a point of contact for investor inquiries
Education
- Bachelor's degree required
Benefits
- Competitive base salary range of $75,000–$100,000
- Support for required licensing (Series 3) after hire
- Professional development and training opportunities
- Office-based role in Rowayton with collaborative team environment
- Equal employment opportunity and inclusive workplace policies
Average salary estimate
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