Client Experience Analyst
POSITION: Client Experience Analyst
STATUS: Permanent – Full-time
LOCATION: Westmount, Montreal
REPORTS TO: EVP, Walter Capital Management
COMPANY OVERVIEW:
Walter offers a very professional and fulfilling working environment where people take pleasure in all they do. At Walter Capital Management, you will have the opportunity to thrive in the asset management industry and collaborate with other passionate and highly skilled professionals, where your knowledge and skills can be demonstrated and allow you to shine.
We offer innovative investment strategies through our public markets and private equity teams, complemented by the alternative strategies offered by our affiliates.
POSITION OVERVIEW:
We are seeking a highly motivated and skilled Client Experience Analyst to join our growing team. This role is pivotal in driving our growth strategy and will focus on client experience and business development. The ideal candidate should be a self-starter with strong interpersonal skills, a good understanding of financial markets and experience or capabilities in utilizing AI tools to drive operational improvements and innovation.
KEY RESPONSABILITIES:
- Prepare detailed reports, presentations, marketing materials and client proposals.
- Support operational activities related to portfolio management and client servicing.
- Collaborate with the EVP in developing and implementing strategies for business development and client experience.
- Ensure compliance with regulatory requirements and internal policies.
QUALIFICATIONS:
- You should have between 2 and 5 years of relevant experience, but exceptional candidates will also be considered.
- Undergraduate university diploma in Finance, Economics, Business, or a related field.
- Good understanding of financial markets and investment strategies.
- Excellent analytical and problem-solving skills.
- Exceptional communication and interpersonal skills in French and English.
- Proficiency in Microsoft Office Suite
- Understanding of AI tools related to the investment landscape
WHY JOIN THE TEAM?
- Renowned growing SME
- Professional development is supported through training and access to an extensive ecosystem.
- Competitive compensation and benefits, including a private gym, paid vacation starting from your first day, comprehensive group insurance plans, and unlimited access to virtual healthcare services and wellness programs.
- Participation in corporate events
- Easy public transport access (next to Atwater station)
- Snacks, fresh fruit, barista-style coffee
- And much more!
Our Walter teams bring passion to everything they do, and foster relationships based on trust, integrity, respect, and fairness.
We thank all candidates for their interest towards Walter Capital Management. Only selected candidates for an interview will be contacted.
Please send your application to: resume@waltercm.ca