Marketing Client Service Analyst

Burnett Specialists is a privately-held, employee-owned, Houston based company with offices in Houston, Austin, El Paso, San Antonio, and Dallas, where we operate as Choice Specialists. Nationally certified as a woman owned business, we are widely respected as a diversity vendor.

Responsibilities

• Prepare, analyze and deliver portfolio risk and performance reports from various portfolio risk and performance attribution systems to provide portfolio insight.

• Perform data validation, exception processing and security modeling to improve data coverage and to ensure accuracy of the reports.

• Provide advice and investment risk consulting services to users of these reports across investment management, marketing groups and clients.

• Create and disseminate external communications, including requests for proposals, due diligence questionnaires, portfolio and strategy updates, monthly database updates, marketing presentations, and ad hoc requests for prospective and existing clients.

• Interact with investment professionals to accurately describe firm processes and the investing strategies of our products.

• Develop a thorough understanding of firm's product offerings, our client service capabilities, and the institutional client/consultant environment.

• Maintain up-to-date information in firm's internal/external marketing databases.

• Assist in improving and automating our marketing communications processes.

• Help evaluate referrals, RFPs, and opportunistic leads; pursue as appropriate.

• Manage the RFP process to complete them in a timely and efficient manner.

• Coordinate business development efforts with other groups within the firm, such as investment, legal and operations.

• Contribute to new product development, including the investment scope, legal structure, collateral materials and marketing campaign.

• Contribute to the development of marketing campaigns (e.g., databases, mailings, webinars, and advertisements).

To qualify for this Direct Hire position:

• You must have BS or BA in Finance, Economics, Accounting, or Business , 5+ years in a similar role within the financial services industry, Proficient in FactSet, Bloomberg, and MS Office skills. MBA, CFA and/or CIPM are highly preferred.