Client Service Analyst – Private Capital Solutions

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

Duration: Full-Time/Permanent

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 private capital knowledge while building client relationship skills.

Experience and Qualifications 

• Bachelor’s degree in finance, economics, or a similar field

• 1-2 years of finance, accounting, or investment experience (senior levels will be considered based on experience)

• Strong analytical, organizational, and interpersonal skills

• Strong problem-solving and computer skills

• Excellent written and verbal communication skills

• Portfolio analysis, performance measurement, or domain expertise in private capital a plus

• Training, consulting, or client presentation experience a plus but not required

  
  

Essential Functions and Responsibilities

• Provide assistance with the day-to-day usage of Burgiss’ products to asset owners, asset managers, and financial intermediaries.

• Work with investment, operations, and risk teams to integrate Burgiss’ products into their private capital monitoring and measurement processes.

• Acquire a thorough understanding of Burgiss’ product suite to assist clients with monitoring their private portfolios, benchmarking, measuring and attributing performance, and forecasting cash flow and valuations.

• Create and conduct client-facing training sessions and webinars.

• Coordinate internally with Product, Technical Operations, Engineering, Implementation, and other departments as needed to provide client solutions.

• Provide product support by addressing all product-related inquiries via email, phone calls, and Microsoft Teams meetings, and ensuring that all client interactions are documented cases in CRM.

• Interpret General Partner annual and quarterly reports to assist clients with portfolio company data.
   

About Burgiss Group 

Burgiss is a global, market-leading provider of data and analytics solutions for investors. With over 30 years of expertise in alternative investments, we offer unrivaled data, analytics, and transparency that enable asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. Burgiss’ solutions serve 1,000 clients in more than 30 countries, delivering data that represents over $15 trillion in assets. 

With offices throughout the Americas, EMEA, and Asia Pacific, we leverage our network and expertise so that we can service our clients by focusing on their varying needs across regions. 

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 that 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.