**Description** Our Middle Market Team provides investment advisory and fiduciary support services to mid-size investment clients. This is an entry level position with overall responsibility for supporting the Investment Associates and Consultants in maintaining client relationships. The Analyst will have a wide range of responsibilities including performance reporting, invoicing, ongoing investment monitoring and analysis, and communicating with external vendors to obtain information for clients. The ideal candidate will have a four-year degree in finance or a similar business-related field and will be able to learn quickly and manage their time effectively to support the associates with client deliverables. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **The Role** **Client Support** + Gather asset reports from vendors for creating client investment reports + Produce client investment reports and meeting presentations with high attention to detail + Assist with the client invoicing process on a quarterly basis + Maintain organized files and documentation on client information and outstanding tasks in coordination with associates + Attend client meetings to dictate meeting notes/minutes as needed + Perform ad hoc tasks to help support client relationships + Perform client and consultant requests as needed **Consultant Support** + Maintain standardized materials that can be used across the practice + Support associates and consultants in the construction of client presentations + Assist with the production of industry benchmarking reports appropriate for clients + Support vendor search projects for clients + Prepare fee & service benchmarking reports + Perform other tasks as needed to support the overall practice **Investments** + Produce investment performance reports for clients + Assist with ongoing monitoring and due diligence of investment managers + Provide assistance with investment searches for hiring investment managers + Complete investment fee benchmarking and share class analyses + Assist with target date due diligence reporting and stable value analyses as needed + Help associates conduct investment menu structure reviews This is a hybrid role, with the expectation of being present in the office at least three days each week. **Qualifications** **The Requirements** + Bachelor’s degree in business (Finance or related field preferred) + Ability to establish priorities, work independently, and coordinate with other team members + Strong organization and time management skills required to balance multiple projects and ensure timely completion of client deliverables + Excellent verbal and written communication skills with internal and external contacts + Strong computer skills including Microsoft Office (Word, Excel and Power Point), and ability to learn new systems and technologies **EOE, including disability/vets**