Investor Services- Sr. Client Data Associate

Income Research   Management 

Income Research Management is a Boston-based, privately owned, fixed income asset management firm. IR M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 800 institutional and private wealth clients.     

Founded in 1987 and located in the heart of Boston’s financial district, IR M employs 200 full time professionals and currently manages $90 Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement. 

We operate a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.  

Job Description:

The Investor Services Senior Associate plays a key role in the dynamic and challenging Investor Services Team, which is an integral part of the Client Service Team. The Investor Services Team is responsible for the production of all monthly and quarterly client reporting, population of consultant databases and questionnaires, and similar business- related requests. This position requires an individual with high attention to detail, strong analytical skills, and excellent time management, and offers regular interaction with Senior Management, Investment Analysts, and Client Portfolio Managers. Additionally, this role provides exposure to all aspects of buy side fixed income management.

The Investor Services Senior Associate reports to the Investor Services Team Manager.

Responsibilities:

• Primary responsibility of the Investor Service Associate is the production and external dissemination of recurring and ad hoc client, consultant and prospect-driven data requests
• Populate and conduct data integrity checks of investment-related database platforms, ensuring accurate information and timely updates
• Meet weekly/monthly/quarterly client-driven deadlines for all reporting
• Leverage Excel-based internal reports and PowerBI Dashboards for data
• Make suggestions and initiate process improvement for materials production; streamline process, manage risks, increase efficiency, and improve quality and response turnaround times
• Respond to ad hoc requests as needed to support growing business needs
• Interface directly with clients to ensure all data needs are met
• Partner with Regulatory Compliance to meet and maintain marketing rules and standards

Required Skills and Experience:

• 5 years investment industry experience in a data-driven role
• Proficiency in Excel, PowerBI, and Microsoft Suite
• Keen attention to detail
• Superior communication skills – verbal and written
• Strong analytical skills
• Ability to adapt and adjust direction to meet business objectives
• Demonstrated ability to manage time and prioritize projects to meet deadlines
• Collaborative mindset and ability to work and communicate effectively within a cross-functional team environment
• Experience with online databases and software (eVestment, Morningstar, Bloomberg, investment consultant-specific platforms) preferred but not necessary

Education Requirement:
     Bachelor’s Degree required

What we offer you: 

Joining the IR M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients. 

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. 

·       Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability 

·       Medical, dental, vision and life insurance 

·       Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup 

·       Tuition reimbursement up to $15k annually 

·       $5,000 Referral bonus for employees who refer new hires 

·       Business-casual environment that includes the option to wear jeans 

·       Generous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year 

·       Paid volunteer time — 2 days per calendar year 

·       Leave of absence programs – including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) 

·       Fitness, health, and composting reimbursements  

In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs. 

Base Salary Range: 

$80,000- 100,000                                                                               

Annual Performance Bonus: 

This role is eligible for an annual performance-based bonus  

Salary : $15,000