Consultant Relations Associate

New York, USA
Oct 16, 2017
Nov 05, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Main Duties & Responsibilities

  • Help coordinate RFI/RFP responses and compile detailed investment strategy communication
  • Prepare and adapt presentations and other marketing material for consultant meetings, and obtain approval by local compliance
  • Maintain CRM (Microsoft Dynamics) to ensure reporting, contacts and mailing lists are up-to-date
  • Manage on-going electronic mailings via the CRM
  • Help coordinate portfolio manager and strategy roadshows across North America
  • Ensure that consultant reports are accurate and delivered in a timely manner
  • Establish strong relationships with internal GAM teams to ensure all consultant inquiries are accurately responded to
  • Participate in consultant review meetings
  • Manage ad-hoc consultant requests and ensure they are responded to by deadline given
  • Perform other duties as assigned

Qualification and Requirements

  • Computer literate, in particular with Microsoft Office products and a very high level of proficency in PowerPoint and Excel; familiarity with CRM systems
  • Knowledge of the institutional market, investment products including alternative investments
  • 3 to 4 years experience at an asset management or consulting firm preferred
  • College degree required, with an MBA, CFA, CAIA a plus

Personal Attributes

  • Excellent written and verbal communication skills
  • Ability to recognise and distil most important information into useful formats
  • Excellent organisational skills and attention to detail
  • Good time management skills and accuracy of content
  • Self-motivated, team player who applies ‘common sense checks' to tasks
  • Comfortable working to deadlines
  • Able to think outside the box


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