Analyst - Client Services

Posted 10 Days Ago
Whippany, NJ
Hybrid
Entry level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
At MetLife, we’re a purpose-driven company that helps our customers build a more confident future.
The Role
The Analyst in Client Services will support and enhance the client experience for MIM's Private Capital clients, assist in onboarding, handle client queries, produce accurate reports, and oversee operational aspects of deal flow and reconciliations.
Summary Generated by Built In

Description and Requirements
Role Value Proposition:
Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including real estate. Visit us at www.metlife.com/investments to learn more.
The successful candidate is a member of the Private Capital Client Service Operations team within MIM. The highly motivated professional will support, and help enhance, the client experience for MIM's Private Capital clients and fund investors. The professional will assist in client onboarding, help lead wide-ranging and impactful projects and should feel comfortable cultivating existing and new client relationships.
Key Responsibilities:

  • Produce and deliver timely and accurate client reports for MIM's portfolios and funds.
  • Effectively answer ad-hoc and/or follow-up questions from clients, investors, and internal partners
  • Assist the client onboarding, offboarding, and change management process.
  • Help lead projects to achieve efficiencies and improve existing processes
  • Provide oversight for cash and position reconciliations.
  • Help oversee operational aspects of deal flow from origination through settlement.


Essential Business Experience and Technical Skills:
Required:

  • Relevant experience in Financial Services or Investment Management industry
  • Excellent written and verbal communication skills and attention to detail
  • Demonstrated record of success in servicing institutional clients or funds
  • Exceptional multi-tasking and time management skills
  • Proficiency with all Microsoft Office applications (Excel, Powerpoint, Word)
  • Capable of thriving in a fast paced, dynamic environment


Preferred:

  • Undergraduate degree in Business Administration, Accounting, or Finance
  • Experience with Aladdin, Salesforce, and Vermilion a plus


At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies" as well as the 2024 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
#BI-Hybrid

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The Company
HQ: New York, NY
43,000 Employees
Hybrid Workplace
Year Founded: 1868

What We Do

Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond.  With operations in more than 40 markets and leading positions across the globe, MetLife’s building a workforce of diverse and empowered voices that all belong.  Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.

Why Work With Us

At MetLife, you’ll be working for a company whose purpose is to help customers throughout their life’s journey, and often in their most critical time of need. You’ll be a part of developing leading-edge platforms that will have a lasting impact on the lives and well-being of tens of millions of customers.

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