Analyst, Investment Liaison - Private Asset Management (PAM)

Job description

Role Summary The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, trusts, endowments, foundations, and other institutions. The Analyst, Investment Liaison, PAM plays a critical role in supporting the PAM Investment Team by proactively managing all client and investment operational needs. This role requires strong judgment, resourcefulness, and the ability to continually reprioritize in response to constant and competing demands. The Analyst contributes directly to an exceptional client experience across the full client lifecycle, including onboarding, ongoing portfolio operations, life event coordination, and offboarding. Responsibilities: Client & Portfolio Support: Independently manage the operational and client-relationship activities associated with an average of 150 client portfolios of varying complexity, ensuring timely resolution of all client, custodian, and internal needs. Support the full client experience, including onboarding, assisting with life event tasks, facilitating client access needs, and managing custodian requests. Meet daily with Portfolio Managers to align priorities and e...