Client Analyst - U.S. Offshore

Position Overview

As a member of the North American Intermediary sales team and reporting to the Head of Bank and U.S. Offshore, the U.S. Offshore Analyst will help drive growth by making the sales team more effective with clients and prospects while also improving the quality of our data, processes and reporting across the U.S. Offshore platform. The U.S. Offshore Analyst supports three Advisor Consultants (external wholesalers) covering the U.S. Offshore Intermediary market (U.S.-based Financial Advisors focused on foreign / non-U.S. clients) and the broader U.S. Offshore business through data, reporting, onboarding and operational coordination.

Key Responsibilities

• Partner closely with three external wholesalers to support coverage of Financial Advisors in the U.S. Offshore market
• Run client and prospect lists, schedule and coordinate meetings, and support targeted outreach campaigns using Salesforce and other data sources
• Help manage day-to-day client interactions by following up with calls and emails, providing fact sheets and materials, responding to product inquiries, and coordinating meetings with investment teams
• Stay informed on key products, markets, and competitor offerings using resources such as Morningstar and internal data to support effective positioning and sales conversations
• Assist with operational aspects of the platform, including distribution agreement onboarding, fund/share class availability, and platform setup
• Support AUM and flow reporting for the U.S. Offshore business ensuring trades and flows are correctly tagged and captured
• Contribute to fee-related processes (trailers, rebates, breakpoints) and trading-related support (availability confirmations, client-specific questions, position/trading files)
• Maintain core business files and data (UCITS yields, fees, symbols, channel coding) in coordination with internal stakeholders
• Maintain and organize sales collateral and product menus, including UCITS factsheets (English and Spanish) and related materials
• Act as a day-to-day coordination point across sales, operations, product, marketing, and compliance to identify and implement process improvements

Required Qualifications

• Education: Bachelor's degree or equivalent experience, preferably in finance, economics, business or a related field.
• Experience Required: 1-3 years of experience in asset management, wealth management, intermediary distribution or a related financial services role (e.g. business management, sales support).
• Demonstrated strong proficiency with Excel and PowerPoint and comfort working with data, reporting and AI.
• Exceptional attention to detail and organizational skills with the ability to manage multiple tasks and deadlines.
• Strong written and verbal communication skills with the ability to synthesize information and communicate clearly with both internal stakeholders and external clients.
• Proactive and resourceful; comfortable working in a fast-paced environment with evolving priorities.
• Series 7, 63, 65, and 31 or 7, 66, and 31 licenses required, or to be obtained within 3-6 months of hire date, depending on licenses needed.

Preferred Qualifications

• Familiarity with UCITS funds, private markets, and intermediary/wealth management platforms is a plus.
• Spanish speaker preferred but not required.

Benefits & Perks

• Salary: $80,000 - $95,000
• Compensation: Eligible for a discretionary bonus as part of a total comprehensive package.
• Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits.