Consulting Financial Analyst

Boston, Massachusetts |$70-80K | Job ID: 101827

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Job Description

LaSalle Network is looking to hire a Consulting Financial Analyst for one of the largest global investment firms in the Boston region.

In this position, you will join as a key member of the team that enhances and expands business development and marketing efforts for customers in the US and worldwide. You will serve as a point of contact for consultants and provide vital support to the consultant relations team daily. You will develop a strong working knowledge of the firm and their various investment strategies and deliver a high volume of RFIs and questionnaires in a fast-paced and deadline-driven environment.


Consulting Financial Analyst Responsibilities:

  • Support the consultant relations team in responding to consultant inquiries related to new and existing business
  • Complete quarterly RFIs/consultant questionnaires and ad hoc requests in a timely and accurate manner
  • Respond to time-sensitive, search driven questionnaires and/or requests
  • Work closely with internal groups to gather information requested by consultants
  • Use internal systems to run and compile data needed for RFIs
  • Create customized data breakouts for consultants
  • Review product profiles in consultant databases for accuracy in relation to search requests
  • Participate in periodic database audits
  • Proactively help team to continually streamline and improve processes and procedures


Consulting Financial Analyst Requirements:

  • Bachelor’s degree required (MBA or CFA is a huge plus!)
  • 2+ years of experience working at an investment management, financial services or professional services company preferred
  • Comfortable working with large amounts of data
  • Acute and consistent attention to detail
  • Excellent communication (verbal and written) skills
  • Strong understanding of Excel (pivot tables, etc.)
  • Ability to work effectively with various departments and staff to compile information needed for RFIs under very tight deadlines

If this position is a fit for you, please apply today!


Thank you,


Rachel Stewart
Project Manager

LaSalle Network


Keywords and Related Terms: analyst , excel , pivot tables , investment , bonds , data #LI-NAAFDH


LaSalle Network is an Equal Opportunity Employer m/f/d/v.

LaSalle Network is the leading provider of professional staffing and recruiting services. LaSalle has worked with more than 10,000 companies, ranging from Fortune 500s to start ups. With units specializing in accounting and finance, administrative, marketing, executive search, technology, supply chain, healthcare revenue cycle, call center, and human resources, LaSalle serves companies of all sizes and across all industries.