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Associate, Investor Relations

Employer
Segall Bryant & Hamill
Location
Chicago, Illinois
Salary
Salary range 100k-115k plus benefits
Closing date
Mar 9, 2024

Job Details

 

Segall Bryant & Hamill is an investment firm with locations in Chicago, Denver, St. Louis, and Philadelphia. For more than a quarter century, SBH has been helping investors realize their long-term investment objectives through a time-tested, disciplined process. We offer a wide range of investment strategies and aim to build long-lasting relationships with our clients in the Advisor Solutions and Institutional channels.

Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Summary

The position’s objectives are to work with the external sales professional and help gain and retain clients on SBH’s behalf. This entrepreneurial role requires a high-level of attention to detail, while working with Institutional Investors and coordinating their needs with external sales staff, marketing, internal client relations, compliance and portfolio managers.

Key Relationships

This position works with Institutional Investors and coordinating their needs with external sales staff, marketing, internal client relations, compliance and portfolio managers.

Key Accountabilities

  • Oversee communication and nurture relationships with investors, including handling investor requests for information; develop appropriate messages for the investment community and ensure that communications are disseminated promptly, efficiently, and in accordance with all regulations
  • Analyze competitor positions to help sales staff improve new business win rate, as well as evaluate appropriate universes to help identify future sales opportunities.
  • Assist with client and consultant due diligence onsite visits and quarterly update meetings.
  • Work closely with portfolio managers and marketing on product specific messaging, as it relates to new business presentations and quarterly outlook.
  • Coordinate and communicate with clients’ performance attributions and quarterly write ups.
  • Respond to investor diligence questions, DDQs and review high priority RFPs.
  • Maintain and create Salesforce data and Dashboards for sales staff.
  • Establish the Investor Client Relations organizational goals, objectives, and operating procedures
  • Event management for current and prospective investors
  • Conduct business with the highest standards of personal, professional, and ethical conduct

 

Qualifications

  • 3- 5 years of experience
  • Bachelor degree or equivalent
  • Effective interpersonal skills with the ability to build and maintain strong relationships with key stakeholders.
  • Collaborative team player.
  • Strong organizational and time management abilities

 

WHAT WE OFFER:

  • SBH offers a culture defined by a core set of values which guide the advice we provide, the strategies we recommend, the way we manage client portfolios and the way we treat our employees. These values are Integrity, Trust, Humility, Curiosity, and Inclusion.
  • SBH offers a diverse and inclusive work environment where individuals from varied backgrounds are brought together, treated with respect, supported and valued so that the firm and its employees, clients and community will benefit from a strong culture, diversity of thought and more robust decision making.
  • SBH offers autonomy and accountability.
  • SBH offers benefits and work/life balance to meet each employee at their stage in life
  • SBH offers programs so employees can take an active role in the communities where they live & work.
  • SBH offers a performance management program and a dedicated Compensation Committee to ensure competitive compensation packages

Company

Segall Bryant & Hamill is an investment firm headquartered in Chicago, Illinois with offices in Denver, CO; St. Louis, MO; Philadelphia, PA; and Naples, FL. Since our founding in 1994, we have grown over $23 billion in assets under management as of March 31, 2021. We provide fee-based investment management of equity, fixed income, and balanced investment portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds, and multi-employer plans across the country.

Company info
Website
Telephone
3124741222
Location
540 West Madison Street Suite1900
Chicago
IL
60661
US

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