Lead Client Service Analyst

2 weeks ago


Jacksonville, Florida, United States Arena Investors I Quaestor Advisors Full time
Job Overview

Arena Investors, LP, is a distinguished global institutional asset management firm specializing in innovative solutions for capital seekers in unique circumstances. The firm engages in special situations investments across both private and public markets, focusing on credit and asset-oriented strategies within corporate, real estate, and structured finance sectors. Established in 2015, Arena is recognized for its exceptional performance, operational excellence, and high client satisfaction, currently managing approximately $3.5 billion for institutional investors worldwide.

Arena is seeking to enhance its Client Service and Marketing division by adding a Lead Client Service Analyst. This role will involve close collaboration with Arena's investment teams and infrastructure departments to support the firm’s asset growth and foster institutional client relationships through the development of investment and portfolio-related content, as well as addressing the team's analytical requirements.

Key Responsibilities

  • Serve as the principal analyst for Arena's Client Service and Marketing team, supervising the current analyst team in producing and analyzing materials necessary for the creation of both recurring and customized marketing and client documentation.
  • Collaborate with Arena's Chief Investment Officer and Investment Managing Directors to communicate the firm's perspectives on current market trends, portfolio investments, market forecasts, and enduring investment philosophies.
  • Oversee client reporting and the production of standard collateral, working alongside Arena's data teams and collaborating across various functional groups. Enhance reporting timelines and ensure compliance with client contractual obligations.
  • Respond to ad-hoc inquiries from clients, due diligence requests, and prospective client questions.

Qualifications

The ideal candidate will possess robust analytical capabilities, proficiency with data and technology execution, meticulous attention to detail, and a strong aptitude for client service and sales-related functions.

Essential qualifications include:

  • A minimum of 5 years of relevant industry experience or an MBA/PhD from a top-tier institution in finance or economics.
  • Exceptional analytical skills, including data management, manipulation, computation, and visualization, particularly with technology platforms such as Microsoft BI and Excel.
  • Experience in management or a demonstrated aptitude for leadership.
  • Strong attention to detail and effective process management skills.
  • A positive attitude, strong work ethic, and a collaborative spirit.
  • Ability to thrive in a fast-paced, performance-oriented environment.
  • Commitment to the highest standards of personal integrity and ethical conduct.

Benefits

  • Comprehensive Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan options (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Generous Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability coverage
  • Opportunities for Training & Development
  • Flexible Hybrid Work Schedule
  • Complimentary Food & Snacks
  • Access to Wellness Resources


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