• MBA, CFA Program, and/or CAIA Program enrollee (or designee)
• A minimum of three years of relevant experience, ideally in finance/investing
• Sound understanding of economic and investment theory and practices
• Solid quantitative skills, including facility with financial and statistical concepts
• Superior written and verbal communication skills
• Superb computer skills, including facility with Microsoft Office Suite
• Excellent attention to detail
• Ability to gather, organize, coordinate, and interpret data from disparate sources
• Ability to work efficiently and accurately under pressure and to meet deadlines
• Ability to work independently and to proactively seek new responsibilities
• Ability to work well with employees from other company departments and offices
• Ability to travel periodically, up to 20% of the time

• Participate regularly in client meetings for one or more clients.
• Contribute to the firm's research activities, as needed.
• Manage report preparation and production for assigned clients, including producing financial data, number-checking, writing, and proofing quarterly reports.
• Calculate and verify client-related investment data.
• Gather and organize financial data related to client accounts and investment managers and strategies.
• Assist consultants in the production of client investment policy statements, asset allocation recommendations, and related advisory services.
• Assist consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors as needed.
• Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.
• Develop resources that contribute to improvements in the quality of the company's investment advisory services.
• Develop resources that create and enhance timely and efficient workflow.
• Assist with marketing initiatives, including writing Requests for Proposals, developing marketing exhibits, and participating in marketing presentations.
• Fulfill any and all other duties deemed necessary by management.

• Accuracy and timeliness of work product
• Growth in knowledge base, including general investment and economic topics, as well as client-related issues
• Degree to which specialized knowledge is communicated and available to other investment staff
• Level of proficiency with investment-related software
• Effectiveness of communication, both verbal and written, in conveying knowledge, eliciting necessary information, and meeting predefined objectives
• Contribution to improvements in the quality of the company's investment advisory services
• Contribution to improvements in the efficiency of the company's analytical processes and procedures
• Maintenance of good working relationships with other employees
• Levels of satisfaction of consultants as users of the Analyst's services

PI205709043