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Client Associate (85-100K)- NYC or Chicago, IL

Job Description

Title: “Client Associate”
Location: New York, NY or Chicago, IL (On-Site)

Industry: Investment Management

Salary: 85-100K



The Client Associate will work alongside senior Client Advisors covering institutional clients and prospects (e.g. corporate pensions, public pensions, not-for-profit, insurance and family offices) supporting the North American business development initiatives of the Institutional Client Group at our Global Investment Firm.



  • Partner with senior Client Advisors in all aspects of their new business generation activities to ensure all goals are being achieved.  Act as a backup to Client Advisor on all client/prospect matters
  • Understand the full client and prospect coverage territory, research and develop deep knowledge of prospects by product interest and plan type.  Partner with Client Advisors to coordinate targeted client outreach/marketing campaigns
  • Understand firm’s full range of investment capabilities to be able to engage directly with clients and prospects as well as colleagues internally
  • Develop prospect target lists and research sales opportunities and consultant trends in the marketplace utilizing external tools and publications. Conduct competitive analysis and market research utilizing external databases
  • Assist Client Advisors with internal reporting to senior management including business plans, territory maintenance and related items
  • Conduct thorough meeting preparation; research each client/prospect in advance of each meeting; coordinate prep calls with necessary Portfolio Management teams and other key internal teams. Coordinate all follow-ups necessary from meetings
  • Liaise with other internal teams (marketing, performance, analytics, operations, legal & compliance) to ensure client needs are met
  • Oversee RFP/RFI submissions; liaise with the RFP & Consultant Database teams, ensure RFP/RFI deadlines and requirements are met, review RFPs/RFIs for accuracy of content
  • The Associate may also be the designated day-to-day contact for certain client and prospect relationships.  The Associate will attend client meetings on behalf of the Client Advisor when he/she is unable to attend
  • Coordinate significant aspects of the existing client relationship, working closely with the Client Advisor, to ensure all client and consultant servicing needs are addressed in a timely manner
  • Participate in team projects to enhance internal procedures in accordance with industry best practices
  • Assist with the mentoring and professional development of Client Analyst teammates



  • 3 to 5 years’ experience related investment management industry experience required
  • Experience with equity, fixed income and alternative strategies is preferred
  • Additional accreditations encouraged (e.g. CFA, MBA, CAIA)
  • Excellent presentation, business writing and oral communication skills
  • Strong attention to detail and organization/coordination skills
  • Enthusiastic team player and highly motivated
  • Strong analytical and problem solving, coordination skills
  • Proficient in Microsoft Word, Excel, PowerPoint
  • Existing Salesforce, eVestment and Preqin knowledge a plus
  • Series 7, 66 and 31 licenses preferred, or ability to obtain within 6 months of employment