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Greenwich Associates is the leading provider of global market intelligence and advisory services to the financial services industry. We specialize in providing fact based insights and practical recommendations to improve business results. Our data focuses on the key metrics required for effective business management: operations performance, service quality, sales effectiveness, share of wallet, market share, brand, and behavioral trends.
Our clients include nearly all of the world's leading investment banks, commercial banks and asset managers. We also serve securities exchanges, ratings agencies, government entities, and other companies with interest in the financial services industry.
Greenwich Associates was founded in 1972 and has more than 330 members. We are based in Stamford, CT with additional offices in Pleasanton, CA, London, Singapore, Tokyo, and Toronto.
Overview of the Senior Client Associate role:
As a member of the Investment Management Sector, the Senior Client Associate will create value for our clients by conducting analyses on Greenwich's proprietary data. Findings are used to develop recommendations that directly address client needs and challenges. A successful Senior Client Associate will, over time, transition from analyzing data to delivering presentations to cultivating client relationships.
Day-to-day activities will include data analysis and development of deliverables, managing deliverable production, helping clients with queries they may have and contributing to sector-specific or firm-wide projects. Senior Client Associates will attend select client meetings and will support the delivery of findings and recommendations to clients. The role will also support proposal writing, handling contracts and related documentation as well as program execution.
In the initial phase, the Senior Client Associate will be mentored by a Managing Director, Principal or Vice President to develop a solid understanding of the firm's proprietary research methodology. In due course the individual will gain increased responsibility for production of deliverables and client interfacing. The ideal candidate's capabilities will allow them to assume additional accountabilities for leading a specific research program or other sector-specific initiatives. Upon mastering these skills and with the oversight of their mentor, Senior Client Associates can progress to Associate Consultants based on performance and can take on added responsibilities for sales, consulting, product management, and strategic and business planning for the firm as a whole.
Desired skills and attributes:
Exceptional analytical skills. Must be able to draw concise conclusions from data and, where necessary, can make logical estimations in the absence of perfect or complete information.
Exhibits a self-driven style and the ability to anticipate needs. Can act independently without needing to be told what to do but possesses judgment to seek assistance when required. Able to work well independently and make meaningful contributions in a team environment.
An organizer. Must have superior organization skills. Able to prioritize and effectively execute multiple assignments, client requests and deadline-driven initiatives.
High attention to detail. Consistently performs high quality work with limited mistakes. Able to anticipate needs and acts without needing to be told what to do.
A knack for building relationships. Must be able to interact with and influence people across functions and at various levels of seniority (inside and outside Greenwich).
Possesses a 'can do' attitude and serve as a morale builder. Remains optimistic in the face of obstacles and creates enthusiasm in others.
Constantly looking to improve processes and extract efficiencies despite perceived challenges or in the presence of ambiguity.
Written and verbal communications are concise, clear, and to the point.
An ability to travel. Client service will involve limited overnight travel.
Minimum of 3 to 5 years' experience in financial services or consulting industries
Basic understanding of the investment management industry will be an added benefit
Experience with client management and process management will be an added benefit