Hybrid Client Solutions Analyst presso PineBridge Investments

PineBridge Investments is seeking a Client Solutions Analyst to join the Client Solutions team based in Munich. This position plays a pivotal role in ensuring client, operational, regulatory and administrative efficiency of the organization.
 

Under direct supervision the main responsibilities include:

• Supporting German Client Solutions team, both Sales and Client Service, in respective day-to-day work
• The above includes preparation of meetings and follow-up to meetings
• Conducting analysis and market research on new prospects and market segments
• Liaison with portfolio managers and/or product managers and operations managers on investment related requests
• Coordinating projects, ensuring compliance with internal policies and external regulation
• Maintain and organize digital and physical filing systems, ensuring accessibility and confidentiality
• Draft, format and distribute communications, reports and presentations
• Support onboarding and offboarding processes including documentation and system access coordination
• Assist in internal and external audit related requests and regulatory reviews
• Maintain up to date records of internal policies, procedures and regulatory filings and ensure adherence to internal controls
• Assist with regulatory questionnaires and due diligence documentation
• Support cross-functional projects by tracking deliverables, updating stakeholders and maintaining project documentation
• Contribution to process improvement initiatives by identifying inefficiencies and proposing solutions
• Collaborate closely with RfP team on any questionnaires and data requests that we respond to
• Salesforce guardian – database maintenance - and running reports, dashboards
• Closely collaborate with Marketing on any PR, Roadshow and Events coordination
• Regular translation of marketing material or PR pieces as well as presentations for German speaker’s requests
• Providing monthly reporting to investors
• Maintain investor spreadsheets with respective information on characteristics of mandates
• Planning of investor onsite visits to various global locations
• Closely collaborating with compliance on any material that is provided
• Plan roadshows, outreach campaigns, and organize responses to inbound requests
• Prepare presentation materials to be used in investor meetings

Personal Specifications:

• Bachelor’s Degree; finance, economics, or business focus preferred
• Preference for some experience in a similar role within sales or financial services
• Strong proficiency with Microsoft PowerPoint, Excel, and Word required, including experience using the software to produce high quality presentations and reports.
• Excellent communication skills, both written and verbal, as well as interpersonal skills; ability to communicate and collaborate effectively with investors, senior sales professionals, portfolio managers, and subject matter experts
• Must be pro-active, self-motivated, assertive, and well-organized
• Ability to meet tight deadlines in a dynamic, fast-paced, entrepreneurial environment
• High level of accuracy and attention to detail
• Must be fluent in German and English