Senior Client Service Analyst

Job Statement

Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970.

Sterling seeks highly motivated candidates who are interested in developing a solid understanding of the inner workings of the investment management business. This position resides within the firm’s Client Service and Analytics Team and will grant you exposure to many areas of the business including business development, client service, marketing, portfolio management, operations and compliance.

Essential Duties and Responsibilities

• Act as a main point of contact for client and prospect inquiries and requests
• Lead the set-up of onboarding new relationships and platforms including; compiling new account documentation, communicating account details to the applicable groups within the firm, following all compliance and regulatory processes, working with investment teams to develop investment guidelines and ensuring that all steps are completed within the designated timelines
• Oversee the day-to-day servicing and maintenance of client accounts and platforms
• Act as a main point of contact for functional teams within the firm in ensuring client needs and objective are understood and met
• Create client portfolio reviews, specifically in the compiling of portfolio-level analytics and incorporating the data into client review materials
• Provide guidance to junior team members by reviewing deliverables prior to submission
• Maintain all necessary client records in order to meet compliance and regulatory requirements
• Coordinate and lead calls with prospects, consultants and banking partners aimed at introducing the firm’s products
• Work with the marketing department in developing prospecting materials
• Analyze company financial statements and investment policies to work with the various investment teams in creating proposed portfolios

Required Qualifications

• Bachelor’s Degree in Business or related field, preferably finance
• 3-5 years of financial services work experience, preferably in investments
• Strong organizational skills with keen attention to details
• Articulate with excellent interpersonal skills
• Team player with a positive attitudes
• Solid computer skills with ability to learn and proficiently use several software packages, including: Microsoft Excel, Word and PowerPoint
• Desire and ability to work in a fast-paced environment and experience working under strict deadlines
• Self-motivated and ability to work independently but also with diverse individuals/groups
• Must be an effective multi-tasker

Preferred Qualifications

• Prefer experience with Advent APX, Salesforce and Factset
• Preferred pursuit or completion of the Charter Financial Analyst designation

Compensation

• Commensurate with experience