Senior Associate, Client Information Team

Income Research Management is a Boston-based privately owned fixed income asset management firm. IRM delivers strong performance and consistent results through a rigorous bottom-up security selection process and strives to provide best-in-class client service to our 900 institutional and private wealth clients.

Founded in 1987 and located in the heart of Bostons financial district IRM employs 200 full time professionals and currently manages $100 Billion in assets. We offer industry-leading benefits as well as a challenging collegial and rewarding workplace with high levels of employee engagement.

We operate a hybrid work model that will mix days with your team in the office and remote work leveraging first class technology solutions.

Job Description:

The Client Information Team Senior Associate is an integral part of the Client Service Team. The Client Information Team is responsible for the production of all monthly and quarterly client reporting population of consultant databases and questionnaires and production of marketing materials. This position requires an individual with high attention to detail strong analytical skills and excellent time management and offers regular interaction with Senior Management Investment Analysts and Client Portfolio Managers. Additionally this role provides exposure to all aspects of buy side fixed income management.

The Client Information Team Senior Associate reports to the Investor Services Team Manager.

Responsibilities:

Primary responsibility of the Client Information Team is the production of:

Recurring and ad hoc client consultant and prospect- driven data requests

Client consultant and new business presentations and ad-hoc requests

Marketing collateral including strategy pitch decks fact sheets and firm-level information

Populate and conduct data integrity checks of investment-related database platforms ensuring accurate information and timely updates

Meet weekly/monthly/quarterly client-driven deadlines for all reporting

Leverage Excel-based internal reports and PowerBI Dashboards for data

Make suggestions and initiate process improvement for materials production; streamline process manage risks increase efficiency and improve quality and response turnaround times

Respond to ad hoc requests as needed to support growing business needs

Interface directly with clients to ensure all data needs are met

Partner with Regulatory Compliance to meet and maintain marketing rules and standards

Required Skills and Experience:

5 years investment industry experience in a data-driven role

Proficiency in Excel PowerBI and Microsoft Suite Powerpoint

Keen attention to detail

Superior communication skills verbal and written

Strong analytical skills

Ability to adapt and adjust direction to meet business objectives

Demonstrated ability to manage time and prioritize projects to meet deadlines

Collaborative mindset and ability to work and communicate effectively within a cross-functional team environment

Experience with online databases and software (eVestment Morningstar Bloomberg investment consultant-specific platforms) preferred but not necessary

Education Requirement:
Bachelors Degree required

What we offer you:
Joining the IRM team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment respect positivity and motivation across the business and in delivering results for our clients.
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability
Medical dental vision and life insurance
Retirement savings 401(k) plan with a safe harbor contribution (3%) a company discretionary contribution (12%) and a broad investment lineup
Tuition reimbursement up to $15K year
$5000 Referral bonus for employees who refer new hires
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire including 20 days of vacation 2 wellness days unlimited sick time plus eight paid company holidays and 2 floating days each calendar year
Paid volunteer time 2 days per calendar year
Leave of absence programs including paid parental and family leave paid short- and long-term disability and Family and Medical Leave (FMLA)
Fitness health and composting reimbursements

In addition to the opportunity to participate in a discretionary bonus program the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience licensure requirements certifications skill set and other business and organizational needs.

Base Salary Range:
$80000 - $115000
This role is eligible for an annual performance-based bonus