• Professional Services Analyst

    # of Openings
    Job Location
    Atlanta, Georgia

    Reporting to the Director of Professional Services, this role will be a vital member of the Professional Services organization, servicing our client’s needs and delivering tailored solutions. The ideal candidate will be instrumental in defining, planning, and delivering client projects. The candidate should possess excellent project management skills, strong client-facing competencies, and must have a strong desire to be a part of a team that looks to deliver solutions to our client’s complex challenges.

    ESSENTIAL DUTIES / Functions – Order from most important to least.
    • Plan and execute training to ensure new clients successfully achieve their goals via eVestment solutions
    • Assist with capturing and documenting client’s project requirements
    • Support the completion of projects, as defined within the Statement of Work (SOW)
    • Establish relationships with clients, offering insights and supporting them in an effective and efficient manner
    • Assist the Sales & CSM teams in the identification and progression of professional services opportunities
    • Prioritize and manage multiple projects simultaneously, varying in difficulty
    • Identify and support initiatives to improve processes and professional services offerings
    • Successfully identify, navigate, and resolve complex client issues
    • Conduct all business in accordance with eVestment policies and procedures
    • All other duties as assigned


    • 1 - 5 years of experience with Bachelors degree
    • Proficiency in MS Office, specifically demonstrating intermediate capabilities with Excel
    • Experience working within Financial Services industry
    • Experience working within client service, training, consulting, or project management roles
    • Analytical, organized, and resourceful


    • Experience working within the asset management ecosystem (asset management, consultancy, vendor, etc.)
    • Possess knowledge of eVestment solutions and how these add value to clients


    • Participates willingly and effectively on team assignments and projects
    • Understands the value of working collaboratively
    • Works effectively with all levels of seniority within the team
    • Demonstrates the ability to work effectively with other teams to benefit the professional services team & wider organization

    • Communicates clearly with all project stakeholders
    • Written and verbal communication is clear, concise and accurate
    • Able to gather client queries/information and communicate clearly to senior members of the professional services team

    Client Servicing
    • Works with customers to assess their needs and meets/exceeds requirements and expectations
    • Engages the customer as a partner in delivering services
    • Recognizes that customer feedback is an opportunity to improve performance, and identifies the need for any changes in service delivery

    • Strong organizational skills and attention to detail
    • Plan and coordinate client facing projects effectively
    • Ability to work on multiple projects at once

    • Gains trust of colleagues through delivery of assignments in a timely and effective manner
    • Trusted by clients to assist in the delivery of projects
    • Consistently demonstrates the ability to step up and complete tasks to a high standard


    We are eVestment, a Nasdaq company and we make smart money smarter. We give institutional investors as much big data as they need to make smart investment decisions. BlackRock, UBS, Willis Towers Watson, Putnam and AON Hewitt are just a few of the clients who trust our cloud-based technology platforms. We are a Top Workplace, winning the Investors in People Silver accreditation (less than 3% receive this!) in 2016 and ranking #1 in the 2015 Atlanta Journal & Constitution “Top Atlanta Workplaces” list. Our environment is fun, smart, and collaborative. Casual dress, catered weekly lunches, and regular team building activities are part of what makes our environment awesome. We provide exceptional opportunities for development with a dedicated training budget, tuition reimbursement, and time off for training and certification preparation. We’ve also ranked consistently on the Inc. 5000 fastest growing firms list every year since 2007, and we have over 350 amazing team members around the globe.


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