Location:

Five Tower Bridge
300 Barr Harbor Drive, Suite 500
Conshohocken, PA 19428-2998
US

 

POSITION SUMMARY:
The Analyst will provide support complementing the internal client management efforts of the Chief Investment Officer and the Portfolio Manager. The Analyst can expect to assume additional client management responsibilities - internal as well as externally facing - as experience grows. Additionally, s/he will manage early stage prospecting efforts, researching numerous resources (on-line, print media, etc.) to identify potential clients.

POSITION RESPONSIBILITIES:
Prepare customized presentations, reports, and performance reviews for clients.

 

Act as liaison with operations and client service teams to execute wire transfers, allocation (trade) tickets, sale of assets, account openings, and other miscellaneous client requests.

 

Investigate and resolve problems / issues for clients (reconciliation of statements, tracking transfers of funds, ensuring timely and correct delivery of statements, etc.). Facilitate solutions for clients on Hirtle Callaghan non-core competencies (establishing lines of credit, executing self directed trades, researching stock picks, giving advice on taxes and preferential domain, etc.).

Perform asset allocation and related analyses of client and prospective client portfolios. 

 

Perform administrative functions including drafting correspondence to existing and potential clients and maintaining contact and other databases. 

 

Support Investment Officer with prospecting efforts by researching and identifying prospects and developing new business presentations. 

 

Possess maturity and professionalism to make and receive phone calls from sophisticated clients and be prepared to discuss investment programs intelligently. 

 

Ensure timely delivery of sensitive materials to clients and offsite Investment Officers. 

 

Complete special projects for clients as needed (investigate strategies surrounding concentrated positions; perform cash flow analyses, risk implications, Monte Carlo simulations, etc.). 

 

Perform other needed functions as required.

 

COMPETENCIES:
Character

Exhibits integrity, professionalism, practical judgement, positive attitude at all times; exhibits perseverance, mental toughness and initiative in the face of problems and challenges; must be able to take direction and accept constructive criticism.

 

Interpersonal Confidence 

Strong interpersonal skills; can effectively communicate and relate to all levels within and outside the organization; creates and builds positive and productive relationships.

 

Results Oriented 

Drives the team and the organization for results in order to improve performance; able to make timely or planned decisions appropriate to the circumstances or situation.

 

Managing Processes 

Ability to manage appropriate steps to get projects completed; has strong abilities to organize people and processes; can create a plan for resourceful workflow.

 

Team Work 

Must be able to work independently and be self-directed, yet work as a member of a team; willing to put firm's objectives ahead of individual goals.

 

Communication 

Excellent interpersonal, written and oral communication skills are necessary; excellent listening skills required.

Service skills 

Ability to understand and act upon the needs of the Investment Group clients and other stakeholders, and take all necessary action; be proactive and responsive to all service issues; follow through all problems/issues to completion.

Organizational Ability

Can manage people and resources to prioritize and get projects completed; has a strong ability to multi-task and keep order.

 

EDUCATION & EXPERIENCE:
Bachelor's degree, preferably in a business or finance major.
2 to 5 years experience, preferably in a brokerage, trust bank, or investment advisory environment
Familiarity with MS Office applications and ability to utilize on-line reporting systems

 

Hirtle, Callaghan & Co. is an Equal Opportunity Employer