Strategic Portfolio Index Consultant
1 week ago
Asset Owner Index Client Success Manager
About the RoleWe are seeking a highly skilled Strategic Portfolio Index Consultant to join our team. As a key member of our Client Success Management group, you will be responsible for ensuring client satisfaction by resolving issues promptly and offering expert guidance on index methodology and related research.
Key Responsibilities- Operate as a liaison between clients and internal teams, including Sales, Research, Product Management, Finance, and Product Delivery groups.
- Gather client feedback to continuously refine and improve services provided.
- Conduct quarterly index analysis and present findings to clients and stakeholders.
- Identify opportunities for upselling additional services or products to clients.
A strong numerate bachelor's degree in Economics or Finance is required, along with 5-7 years of experience in client relationship management. CFA certification is a plus. Fluency in English, another European language is an advantage.
Excellent communication and presentation skills are essential, as well as a good understanding of capital markets and investment products.
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