Client Solutions Analyst

The Client Solutions Analyst will focus on supporting a growing client base globally with a primary focus on assisting clients in using our Analytics and data driven solutions. The majority of your workday will be spent providing stellar service by interacting with clients via phone, email, and live chat on topics such as portfolio analysis, asset flows, and regression-based modelling. The support you provide varies from simple explanations, step-by-step instructions, all the way to complex analysis or troubleshooting. One day you might be building out a small report for a consultant and the next you might be training the executive team at one of the world's top 5 banks. A successful candidate will have a high level of technical expertise and a passion for helping our clients to be successful. eVestment's clients include leading investment consultants, asset managers, and asset owners such as pension funds or endowments, and foundations.

With this position we offer

New Analysts will begin by being paired with an existing member of the Client Service team, who will guide them through a hands-on 12-week onboarding program. The training will begin with learning the basics of the eVestment Analytics platform, the types of clients in the institutional investment space, as well as learning to navigate the fundamental tools we use every day such as Salesforce and JIRA among others. You'll gain an in-depth understanding of our Analytics and data-driven solutions along with the investment markets and clients that they serve.

Your role and responsibilities

• Delivering exceptional first-line support to new and established clients via phone, live chat, email, and onsite meetings to assist clients using eVestment tools for the analysis of traditional and alternative investment strategies.
• Working on ad hoc projects to deliver continuous improvement on the team and across the organization such as product migrations, expanding internal knowledgebase materials, product launches, and improving and streamlining processes.
• Collaborating with our Technology, Data, and Client Success teams on initiatives to improve our Analytics solutions, triage defects, impact client experience, or to collect feedback.
• Leading training sessions and live workshops with clients to demonstrate how to consume and interpret our data; collaborating with our Education team to deliver localized training content (videos, articles, guides).

We expect you to have

• Bachelor's degree in a related area such as Finance, Business, Economics, Engineering, or Mathematics or equivalent experience and training.
• Strong interpersonal skills needed; must be extremely comfortable with client interaction and exhibit strong customer focus with the highest levels of professionalism and emotional intelligence.
• Superior and highly professional verbal and written skills.
• Strong critical thinking skills used to problem solve an array of potential issues that may not always be clear on the surface, along with the ability to explain a solution clearly and concisely.
• Self-starter able to meet and exceed expectations with minimal supervision, both in the office or working from home.
• Highly proficient with Excel.
• Great attitude, sense of urgency, and willingness to take on new responsibilities.
• Ability to multi-task with a detail-oriented focus.

It would be great if you also have

• Experience with large datasets and knowledge of Excel formulae (data filtering, Vlookups/Index Match, pivot tables, if statements, etc.) recommended.
• Exposure to or experience of working in the institutional investment management industry with investment consulting, financial advisory firm, asset manager, or banking institution is a strong plus.
• Prior customer support/service or technical help desk experience a plus.

Does it sound like you?

As the selection process is ongoing, please submit your application as soon as possible. We will get back to you in short order.

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.