First Eagle Investments is an independent, privately owned investment management firm headquartered in New York with approximately $138 billion in assets under management as of June 30, 2024. With a heritage dating back to 1864, First Eagle Investments has served as a prudent steward of client capital across market cycles, varying macroeconomic conditions and numerous disruptive events. Philosophically autonomous but united under First Eagle's core investment tenets, our five investment teams-Global Value, Small Cap, High Yield Municipal Credit, First Eagle Alternative Credit and Napier Park Global Capital-apply their disciplined, unconventional thinking across a range of investment capabilities. Our actively managed strategies feature equities, fixed income and currencies, alternative credit and real assets to offer clients a range of differentiated risk-return profiles backed by a shared emphasis on mitigating downside risk. For more information, please visit www.firsteagle.com.
What drives us:
At First Eagle, clients come first, always. To deliver on this commitment, we nurture an environment that attracts, develops, and retains a talented, inclusive workforce. We also aim to inspire each of our employees to do their life's best work with us and for our clients. We have built a culture that promotes equity, diversity, and respect, and holds every member of the organization to the highest standards of integrity and accountability.
Who we are looking for:
First Eagle Investments is seeking an Institutional Services Analyst to join our Institutional and International Wealth Management (IWM) team, to support our business development and client service efforts. The analyst will provide support to the Head of Institutional and IWM Services, contribute to the team's core operations, and provide assistance on projects that focus on process improvement and automation. This position will provide broad exposure to our institutional investment management business and our investment strategies.
What you will do:
Provide assistance on projects to institutionalize and build processes, as well as ad-hoc improvement projects - including monitoring project schedules, budgets, and deliverables; track progress to meet deadlines
Provide support to the Head of Institutional and IWM Services including onboarding/offboarding of major client relationships, complex client requests, Investment Management Agreements, side letters, Subscription Agreements and Amendments
Focus on process efficiency for all required data and documents while tracking existing contractual obligations
Create, document and maintain Institutional and IWM Services procedures
Manage client details and service requests in Salesforce
In support of client requests and project deliverables, coordinate with relevant internal teams, including Sales, Portfolio Operations, Investor Relations, Finance, Legal and Compliance
Assist with meeting organization and support for internal and external parties
Provide backup on the day-to-day operations, including subscription and redemption processes for separate accounts, mutual funds, and private funds; team flows, client onboardings and terminations
The qualities you should have:
Undergraduate degree in finance, business, or related field
1-3 years of financial services experience in client services, ideally within institutional asset management - including project management; operations background a plus
Project management and creative problem-solving skills
Excellent interpersonal, written, and verbal communication skills
Proficient with Microsoft Excel, Word, PowerPoint; Salesforce or Monday.com a plus
Attention to detail with the organizational skills to multi-task well under tight deadlines
Collaborative team player with a positive outlook and can-do attitude
Keen sense of personal accountability, integrity, and work ethic
Base Salary range: $70,000 - $85,000. In addition, this role is eligible for an annual incentive bonus. Compensation may vary based upon, but not limited to - the individual's skills, experience, qualifications, and internal equity.
We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, "dress for the day" flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website.
First Eagle Investment Management, LLC (FEIM) is an Affirmative Action and Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at FEIM, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.