🚀 Client Relationship Manager - Portfolio Analytics | Remote (U.S.)
Captura Search has been engageed by a fast-growing, analytics-led investment-technology firm to find their next Client Relationship Manager – Portfolio Analytics. If you’re an investment-consulting specialist who lives and breathes platforms such as Confluence (Investment Metrics) PARis, MSCI InvestorForce, or similar, we need to talk.
Why our client needs you
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They’re scaling a best-in-class performance & risk SaaS used by Investment Consultancies nationwide.
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They want a trusted advisor who can translate complex Portfolio Analytics into powerful client narratives, and spot upsell/expansion opportunities.
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The role is 100 % remote within U.S. time zones and reports directly to the Head of Client Success.
What you’ll do
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Own strategic relationships (circa 40, worth north of $10m): Liaising with client stakeholders at management level - at major tier one firms!
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Bridge product & market: funnel client feedback to product, engineering and sales.
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Grow accounts: expand adoption and drive retention through consultative partnership.
You’ll likely come from
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Investment consulting giants (Mercer, Aon Investments, Willis Towers Watson, Callan, NEPC, Meketa, RVK) where you will have used tools like PARis / InvestmentMetrics or InvestorForce
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Analytics & fintech vendors (Confluence PARis, MSCI InvestorForce, FactSet, eVestment, Style Analytics).
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5+ years delivering investment consultancy, financial advisory or OCIO advisory to U.S. Investment Consultancies
Must-have toolkit
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Mastery of PARis / InvestorForce (or comparable portfolio-analytics suites).
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Fluency in portfolio analytics and multi-asset reporting.
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Proven track record of consultative client-partner growth in the institutional space.
🌟 Interested—or know someone who’d shine?
Message us directly or submit you résumé to be considered for a confidential conversation. Referrals welcome!
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