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Job Description:
The Client Portfolio Analyst (CPA) plays a vital role in the overall client, consultant, and prospective client experience at IR M. As a team, we strive to deliver exceptional client service, as we believe this is a differentiator and pillar of our firm. In partnership with Client Portfolio Manager(s) and/or Business Development professional(s), the CPA will provide support, communication, and coordination on all items pertaining to their assigned list of relationships. The CPA is expected to develop a thorough understanding of the IR M client base, target markets, products, and vehicles to effectively assist in client and market facing efforts. The CPA and CPM will operate as a team, with the CPM having ultimate ownership around the direction and execution of work related to the share client, consultant, or prospective client assignments.
Responsibilities:
Required Skills and Experience:
Education Requirement:
What we offer you:
Joining the IR M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients.
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.
Base Salary Range:
$90,000-$115,000
Annual Performance Bonus:
This role is eligible for an annual performance-based bonus
Full Time
$75k-100k (estimate)
04/27/2024
05/10/2024