About the position

The North America (NAMR) Client Team is an operational function supporting BCG’s investment and client relationship processes. The Client Team Analyst keeps time-sensitive investment and pricing requests moving by triaging submissions, identifying missing or risky details, routing requests to the appropriate leaders, and helping the Client Team Chair make timely decisions. The role supports the daily investment approval process, including tracking, syndication, and follow-up; monthly tracking and distribution of global investment budget and spend; and preparation of recurring investment reports and materials. It also involves applying emerging AI capabilities to streamline workflows and improve the review process, responding to MDPs and leadership, supporting Client Team initiatives and ad hoc requests, and maintaining confidentiality. The role may evolve as business needs change and offers professional growth opportunities. The analyst works daily with the NAMR Client Team Chair and a small Client Team, and partners with Commercial Directors, local Finance, System Leaders, and the Global Client Team. The position follows a hybrid model, with an expectation to work in the office 3 to 5 days per week; it is not intended for remote or virtual work. For Boston-based employees, expected total annualized compensation includes a base salary of \$84,000–\$104,000, an annual discretionary performance bonus of 0–12%, a 5% Profit Sharing and Retirement Fund (PSRF) contribution that increases to 10% after two years of service, and benefits.

Responsibilities

• Support the daily investment approval process through triage, submission tracking, routing, syndication, and follow-up.
• Assess requests for completeness and urgency, make judgment calls about escalation, and keep MDPs, Commercial Directors, and the Chair aligned.
• Explore and apply emerging AI capabilities to streamline workflows, automate repetitive tasks, and improve investment reviews.
• Contribute to monthly tracking and distribution of global investment budget and spend, reconcile data, resolve discrepancies, and surface insights for leadership.
• Prepare and maintain recurring investment reports and materials accurately, consistently, and on time.
• Serve as a point of contact for MDPs and leadership, responding quickly and clearly.
• Support the NAMR Executive Director and Directors with Client Team initiatives, including MDP workshops and communications, and with ad hoc requests.
• Maintain the confidentiality of sensitive information.
• Take ownership of recurring processes and manage multiple competing priorities in a fast-paced, global, service-oriented environment.
• Write short, clear, and actionable emails; communicate confidently and build trust across organizational levels.
• Identify opportunities to improve and automate processes, learn new tools and skills, and solve problems with sound judgment and creativity.
• Build collaborative working relationships with business partners across teams, levels, and locations.

Requirements

• Bachelor’s degree; BCG experience is also listed as an alternative.
• Proficiency in Excel and PowerPoint.
• Comfort with data and workflow tools.
• Exceptional organization and attention to detail, particularly under deadlines.
• Ability to use judgment in ambiguous situations and know when to escalate.
• Clear, confident communication and ability to build trust with people at all levels.
• Ability to manage multiple competing priorities in a fast-paced, global, service-oriented environment.
• Intellectual curiosity, receptiveness to feedback, and interest in professional growth.

Nice-to-haves

• Bachelor’s degree preferred in Finance, Accounting, Economics, Business, or Math.
• Two to three years of finance-related experience is ideal.

Benefits

• Annual discretionary performance bonus of 0–12%.
• Profit Sharing and Retirement Fund (PSRF) contribution of 5%, increasing to 10% after two years of service; contributions are immediately vested.
• Medical, dental, and vision coverage for employees and eligible family members at no premium cost to employees.
• Low \$10 copays for doctor visits, urgent care, and generic prescriptions.
• Dental coverage, including up to \$5,000 in orthodontia benefits.
• Annual vision coverage for glasses and contact lenses.
• Reimbursement for gym memberships and other fitness activities.
• Option for employees to make personal contributions to a 401(k) plan.
• Paid parental leave and family benefits, including elective egg freezing, surrogacy, and adoption reimbursement.
• Paid time off, including 12 holidays per year, an annual office closure between Christmas and New Year’s, and 15 vacation days per year.
• Paid sick time on an as-needed basis.