Legg Mason

  • Client Service Analyst

    Job Locations US-NY-New York
    Req. #
    2018-3027
    Division
    QS Investors
    Position Type
    Regular
  • Position Overview

    This position is working with QS Investors LLC, one of the Affiliate Investment Managers for Legg Mason. The Client Service Analyst is responsible for the creation, support, and production of client reporting deliverables for QS Investors’ institutional, sub-advised, and international clients. This includes the understanding and support of client reporting solutions, operational processes, and utilizing technology to increase efficiencies. The Client Service Analyst will be responsible for ensuring quality, timely delivery of client reporting to meet the highest level client service experience.

    Key Responsibilities:

    • Serve as the primary or support resource for fulfilling the daily, weekly, month, quarter, and annual client reporting deliverables. These include performance, positioning, and data deliverables for mutual funds, separate accounts, and commingled funds and portfolios.
    • Serve as primary or support resource for ad-hoc client requests
    • Contribute to completing periodic due diligence requests and annual 15c responses
    • Work with Sales and Relationship Managers on client cross sale opportunities
    • Contribute to effective RFP and RFI responses when needed
    • Collaborate with Client Advisory, Business Management, Investment, and Compliance teams

     

    Qualifications:

    • Bachelor’s degree required
    • 1-3 years of work experience in data analytics and reporting
    • Has a passion for the markets and desire to learn about of multiple client channels, investment strategies (equity and multi-asset), and investment vehicles (Mutual Funds, ETFs, SMAs, CITs)
    • Strong Microsoft Excel experience is essential. Experience using other Investment Software and Analytics (i.e. Factset, Bloomberg, Morningstar) is preferred

     

    Company Overview

    Driving certainty through a deeper understanding of investments and human dynamics.

     

    QS Investors is a quantitative asset management firm that was formed in 1999. We became an independent investment advisor in 2010 and became a wholly-owned, independently-managed affiliate of Legg Mason in 2014. We offer investment expertise supported by the resources of one of the world's leading asset managers. As multi-asset specialists, we leverage Legg Mason’s global platform by tapping the strengths of each Legg Mason affiliate. As of June 30, 2018 we manage $20 billion in assets for both institutional and individual investors.

     

    Our select team of mathematicians, engineers, scientists, finance and investment experts create multi-asset and multi-factor equity solutions that are designed to elevate the certainty of the outcomes we provide.

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