Job Description

Salary: $40,000 to $60,000
Job Title: Investment Performance Analyst
Job #: 5214
Location: Duanesburg, NY
Category: Sales/Administrative/Finance
Position Type: Full-time, Permanent

Description:
Our client is currently seeking a Investment Performance Analystto join their team. This is a full-time, permanent position.

Responsibilities Include:

• Utilize multiple CRM systems (primarily Salesforce) to manage, track, and monitor sales and marketing activities for new and existing investors.
• Oversee electronic distribution efforts, including managing and maintaining contact lists, targeting constituencies, and tracking campaign outcomes and lead generation.
• Prepare and distribute monthly and quarterly sales activity reports.
• Develop and update sales collateral for ongoing communications with third parties and prospects.

Qualifications:

• A Bachelor’s Degree is required.
• A minimum of 0-3 year’s experience in financial services.
• CRM/Salesforce knowledge preferred.
• Proficiency with Microsoft Windows required
• Exceptional written and verbal communication skills.

Hours & Benefits:

• M -F 8:30-5
• In-Person
• PTO
• Health, Dental, & Vision
• 401K

For more details on this role please contact jobs@walrathrecruiting.comor call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.

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