Remote Portfolio Advisory Analyst (Remote)

Posted by Steve Flynn on 12/15/20 9:57 AM

Our client is seeking a Remote Portfolio Advisory Analyst to join their Portfolio Advisory team.

The Portfolio Advisory team is responsible for developing and maintaining ongoing advisory relationships with large, sophisticated investors and is the central point for the marketing and business development efforts of the firm. This position will focus on efforts related to marketing to prospective clients, predominately through preparing responses to Requests for Proposals.

This is a remote position and will include regular interaction with global colleagues/clients.

If you are interested in learning more, please visit job #348 on our careers website.


  • Assisting with drafting and preparing Requests for Proposal (RFPs)
  • Tracking of firm wide statistics and other relevant information required for RFPs and client / prospect requests
  • Liaising with research, advisory, legal, and client operations teams for the completion of projects
  • Collecting, organizing and tracking prospective client information
  • Helping with meeting preparation, for both existing and prospective clients, including presentations and other ad-hoc projects
  • Supporting global offices (NY, London, San Diego & Tokyo) with their marketing initiatives
  • Coordination and planning of marketing-related manager and client events


  • 1 to 2 years of experience with RFPs, strategic marketing, consulting and / or advisory – the RFP experience is essential
  • Ability to handle multiple responsibilities with limited oversight
  • Strong written and verbal communication skills
  • Attentive to detail
  • Ability to think analytically and critically
  • Strong excel skills
  • Positive attitude
  • Team player
  • Strong work ethic

Preferred Degrees
Bachelor of Science,
Bachelor of Arts,
Bachelor of Business Administration

Preferred Work Status
U.S. Citizen, 
U.S. Permanent Resident (Green Card Holder)

Willingness to Travel

Carried Interest

Stock Options

If you are interested in learning more about this opportunity or applying to the position, please visit job #348 on our careers website.

Apply: Remote Portfolio Advisory Analyst

Tags: Careers