Minimum 3+ year of relevant client facing experience Able to build strategic relationships within your book of business Passionate about making your clients successful and care deeply about their investment questions and process Able to proactively identify value-adding opportunities for your client base and materialize them through our research Can manage a high-touch, high-volume client base Self-starter and a team player Energized by contributing to the future of data-driven investment research Genuinely interested in investment research and the markets