Fee Consulting Analyst Senior
2 weeks ago
Fee Consulting Analyst Senior - Full Time (5 Months)
Demonstrates knowledge in assigned area and is an experienced contributor. As part of the Global Fee Consulting team, is responsible for all aspects of investment management fees, pricing, and provides fee consulting expertise globally to all areas of the business. With the team, is responsible for fee related information in marketing materials, new business books, contracts, and investment management agreements, and serves as an internal and external client contact for fees, billing, and pricing.
Job Duties:
- Develops hypothetical fee calculations, proformas and comprehensive marketing materials related to fees.
- Creates, utilizes and reviews complex spreadsheets to illustrate investment management fee structures and options to prospective and existing clients.
- Considers all mandates, investment vehicles and investment management fees across all areas of the business in order to recommend potential options to sales staff and provide superior service to clients while ensuring positive economic impact.
- Identifies differences associated with global/regional business models, considering legal implications and mitigating conflicts and risks. Provides guidance and recommendations to other functional groups.
- Advise on complex fee structures relating to account set-ups, amendments or terminations to ensure accurate application of fee policies.
- Provides cross-regional (Americas, Europe, Asia) guidance and recommendations to internal (Marketing Legal, Investment Group) and external clients. Fully understands and considers regional and product differences when making recommendations and decisions.
- Coach associates and peers on technical performance issues. Serves as subject matter expert on global Investment Management fees.
- Educate prospective and existing clients as well as internal staff with regard to based fee arrangements. Provides multiple fee options where possible, considering the needs of the client as well as company and legal considerations.
- Ensures that clients understand the application and calculation of the fee structures while maintaining compliance with fee policies.
We’re interested in:
- Highly curious, analytical, and critical thinkers with demonstrated interest in investing.
- Ability and ambition to learn quickly and grow from experiences.
- Strong interpersonal skills with ability to collaborate well with others.
Tell employers what skills you have
Tableau
MVC
Healthcare Industry
ASPNet
Business Intelligence
CSS
Interpersonal Skills
Books
Channel
Vehicles
Investment Management
Biotechnology
Compliance
Spreadsheets
Consulting
Pricing
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