Performa is an independent, employee-owned institutional investment management firm that is 100% focused on managing assets for captive insurance companies. We are a highly motivated, entrepreneurial group that is committed to growing our business. Recent growth in our client base has resulted in a need to expand our
client service team to ensure that our clients continue to receive the high touch experience that they are accustomed to receiving from Performa.
Role Overview
The Client Service Analyst will provide support to the firm's Relationship Management, Client Service, Business Development and Operations Teams. Primary responsibilities will include assisting with the day-to- day management of client accounts, attending client meetings and industry conferences and working with the Business Development Team to generate prospect leads. The individual in this role will also assist with client reporting and onboarding as well as assuming operational aspects of client account management. The role requires an individual with strong organizational skills, attention to detail, ability to generate ideas independently, knowledge of and interest in capital markets as well as having strong oral and written communication skills. Given that we are an entrepreneurial firm, the person in this role will need to work with individuals across the firm, be comfortable wearing many hats and have
confidence to challenge ideas.
Location
Hybrid of in-person and work from home. However, the individual must be a resident of Vermont or South Carolina.
Requirements
This role requires proficiency in Microsoft Word, Excel, PowerPoint, etc. This role also requires excellent interpersonal and communication skills that will allow for the coordination, assistance and correspondence with various areas of the company as well as to a variety of external constituents.
All Performa employees are required to have a bachelor's degree and are expected to comport themselves with integrity and honesty and always in the best interests of the firm's clients and prospects. The CFA Institute Code of Conduct acts as the foundation for ethical behavior.
Prior experience in finance/asset management is required and direct experience or familiarity with captive insurance is also preferred, as is a demonstrated comfort level with public speaking and/or prior presentation experience.
Reporting
This role will report to the Head of Client Service.
Responsibilities
The following are the initial responsibilities for the role, which may change over time depending on business needs and the employee's growth within areas of the firm:
1) Oversee Management of Client Accounts
Review and approve client reports
Independently respond to client/other external party requests
Prepare portfolio commentary and analysis as needed
Review client portfolios and verify implementation of allocation or other changes
Effectively utilize Client Relationship Management (CRM) system
Attend client meetings with senior Client Service and Business Development Team members with the goal of assuming primary relationship responsibility for certain accounts
2) Management of New Account Onboarding
Oversee new account onboarding process - this requires working with internal teams and external contacts to ensure that all aspects of the onboarding process are complete prior to new account funding
Assist with preparation/distribution of onboarding documentation and liaise with client contacts
3) Prepare Content for Meeting Materials and Coordinate Meeting Follow-ups
Generate content and ideas for client presentations and other external materials
Act independently to timely and accurately complete meeting follow-ups
Assist with the review and editing of content for external presentations, marketing materials and other communications
Maintain and utilize industry databases (i.e. eVestment) to generate content for materials
4) Operations
Develop proficiency with Clearwater Analytics (our online portfolio accounting & analytics system) to create custom dashboards and reports as well as respond to client requests
Assist with creation and distribution of trade applications for client accounts
Work with client custodians on account set-up and to resolve accounting/reconciliation issues
Update pricing/data information for third parties such as Morningstar, Refinitiv, Bloomberg, FT Interactive, etc.
5) Assist Business Development Team with Prospecting and RFP Completion
Assist with prospect data mining and outreach campaigns
Attend industry conferences and engage in dialogue with partners and prospects
Assist with preparation, coordination and delivery of RFP responses