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Analyst, Client Strategy

AT Global Endowment Management
Global Endowment Management

Analyst, Client Strategy

Charlotte, NC

Company Description
Global Endowment Management (GEM) is a leading outsourced Chief Investment Office (OCIO) providing institutional investment capabilities for endowments, foundations, and other long-term investors. For over fifteen years GEM has stewarded the financial assets of our clients to enable them to fulfill their missions. GEM’s history is deeply rooted in endowment-style investing, with today’s approach modernized to offer custom solutions tailored to each client’s unique investment needs. For more information visit www.globalendowment.com.

Job Description
As an integral member of the Investor Services Team, the analyst's primary responsibility is to enhance client engagement by providing exceptional support to senior team members through portfolio analysis and communication. The analyst will be responsible for producing client materials, leveraging the firm’s resources to respond effectively to client requests, understanding each client relationship, and supporting business development efforts.

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Key responsibilities
- Production of quarterly and ad hoc client reports and presentations
- Synthesis of qualitative and quantitative investment inputs into client communication
- Development of marketing materials and firm brand
- Drafting responses to prospective client RFPs
- Varied research projects

Requirements
- Bachelor’s degree from accredited college or university with strong academic credentials and record of achievement
- 0 - 3 years of professional experience
- Knowledge of institutional asset management preferred
A successful candidate will demonstrate certain functional competencies, including:
- Excellent communication skills, both written and oral
- Attention to detail
- Self-motivation
- Analytical skills
- Time management, specifically as it relates to the ability to balance and meet competing deadlines
- Commitment to learning the principles of total portfolio management and the endowment style of investing

Successful candidates will also display traits inherent in GEM’s collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.

Benefits
- Comprehensive medical, dental, and vision health insurance
- Flexible Spending Account / Health Savings Account
- 401(k) retirement plan
- Fitness reimbursement
- Mental Wellbeing reimbursement
- Paid time off
- Education assistance
- Life insurance
- And more…

Client-provided location(s): Charlotte, NC, USA
Job ID:
Employment Type: Other

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