Support senior relationship managers and/or consultant relations managers on new business development efforts
Respond to prospect and/or consultant inquiries and requests providing seamless support
Respond to requests for information specific to the firm and investment offerings
Respond and coordinate search request inquiries (RFI, RFP, Due Diligence, etc.) from prospects and/or consultants
Assist in the preparation and follow-up for both onsite and offsite meetings with prospects and/or consultants
Communicate as needed with all areas of the firm
Work effectively with investment personnel, operations, legal/compliance, and senior management in the context of meeting prospect and/or consultant needs
Work with other members of the Institutional team to leverage resources and enhance the quality of service and support
Maintain all required account information in CRM system
Develop and maintain current and comprehensive knowledge of the financial markets and industry trends
Maintain ongoing knowledge of departmental procedures and update as necessary
Maintain confidentiality of company information
Attend and participate in staff meetings
Complete internal training
BA/BS degree required and related industry experience with investment management clients. MBA and/or CFA (or in process) preferred
• Series 3, 7 and 66 preferred
• Working knowledge of investment management business, institutional business, including markets, indexes, asset allocation, manager structure, performance evaluation and attribution