Client Portfolio Analyst

Payden & Rygel • Full-time • Los Angeles Metropolitan Area, US • $85k - $100k / year • 1w ago

How to apply

Please send resume to [email protected]

Reference: CPALA0626-DTM

Subject: (Your Name, Position Title, and Reference)

We offer competitive compensation comprised of salary, discretionary bonus, and 401k/profit-sharing based on level of experience and skills brought to bear as well as full range of benefits including medical, dental, vision, and life insurance.

Our employees work together in our downtown Los Angeles office, benefiting from our collaborative, team-oriented culture that has been the foundation of our success. We have always been a firm that has awarded flexibility to our employees.

Company Overview

Payden & Rygel is one of the largest independently owned global investment management firms. We offer a full array of investment strategies and products, including fixed income, equity, and balanced portfolios as well as open-end mutual funds and offshore funds, to a varied client base around the world. While we have grown and expanded considerably since our inception in 1983, we remain committed to our mission of providing customized investment management solutions that focus on each client's specific needs and objectives.

Job Description

The Client Portfolio Analyst will be an integral part of our dedicated Relationship Management team, covering clients and consultants worldwide. Alongside other team members, he/she will serve as an additional point of contact for many of our most important relationships. The role’s primary objective is to ensure that the servicing needs of our clients and consultants are met in a timely and accurate manner. The role will be based in Los Angeles, with a focus on highly sophisticated relationships encompassing a variety of client types and Payden & Rygel strategies.

Job Responsibilities

Coordinate key client communications on portfolio characteristics, risks, returns, market views, etc.
Assist with creating presentations, periodic reports, and marketing materials for existing clients, prospects, and consultants, as well as for internal purposes.
Address clients’ day-to-day queries, investigate and respond to internal and external ad-hoc questions on topics such as portfolio and fund-specific information, investment guidelines, and compliance matters.
Manage internal communications with strategy teams related to cash flows and transactions.
Help in coordinating with internal and external stakeholders the onboarding of new accounts, transition management, and account restructuring procedures.
Participate in client meetings and conference calls as appropriate.
Provide support on long-term client relationship management projects where necessary.

Qualifications

Collaborative and willing to support the team to the benefit of our clients.
Initiative-taking, keen sense of ownership, meticulous, and positive attitude.
Ability to prioritize requests, manage deadlines, and work under time pressure to deliver the highest level of service to our clients.
Intellectually curious and enthusiastic about the investment management industry – some level of market knowledge and fixed income is preferred, but we will also consider applications from individuals with a background in operations and technology.
Strong verbal and written skills, as well as proficiency in Excel, PowerPoint, and database querying, would be a plus.
The ideal candidate would have one to three years of experience, but we are also open to considering new college graduates.

Education

Bachelor’s degree, preferably in finance.

Equal Employment Opportunity

Payden & Rygel is an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment. Payden does not make employment decisions on the basis of race, color, ethnicity, national origin, ancestry, citizenship, religion, creed, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances.

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at careers@payden or 213-625-1900.