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Manager, Client Relations and Marketing

Employer
New Century Advisors
Location
Chevy Chase, Maryland
Salary
In addition to base salary and benefits, employees are eligible for a discretionary annual bonus
Closing date
Aug 2, 2024

View more

Job Function
Marketing and Public Relations, Relationship Management
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

New Century Advisors, LLC is a ~$4 billion institutional investment management firm located in Chevy
Chase, Maryland.
The firm provides a variety of investment services, focusing on traditional as well as
real and absolute return fixed income strategies, multi-asset real return strategies and US Small Cap
Equity. We are seeking a driven individual that is excited to be part of a growing firm.


Position Summary: The Manager handles the Client Relations department, Consultant Relations and
supports the Business Development process. The Manager oversees the work of two Client Relations
Associates to ensure accuracy in client reporting and marketing materials, composite portfolio analytics
and performance reporting, social media messaging, DDQs and responses to RFPs, among other
activities.

Specific duties include, but are not limited to, the following:
1. Client Relations

  • Manage client relationships including ad-hoc support and regular formal and informal
  • meetings
  • Coordinate client meetings with investment team members
  • Responsible for customized reports for clients as well as client-specific due diligence questionnaires
  • Responsible for ad-hoc client requests/questions
  • Manage new client on-boarding
  • Identify opportunities for internal process improvements

2. Consultant Relations

  • Develop regular messaging to key institutional investment consultants, OCIOs and managers-of-managers
    • Hold regular meetings with consultants
    • Secure their coverage of NCA strategies and recommendations to work with their institutional clients
  • Identify additional consultants and build new relationships
  • Responsible for data submissions to consultants and other ad-hoc requests

3. Business Development Support

  • Oversee composite performance and characteristics calculations and reporting (databases, fact sheets, marketing materials)
  • Maintain CRM and use its tools to stay on top of marketing plan
  • Submit an annual client relations budget
  • Leverage mass email platform for regular messaging to clients, consultants and prospects
  • Holiday messaging
  • Support Social Media initiatives
  • Responsible for timely and accurate RFP/RFI/DDQ submissions
  • Obtain feedback on NCA’s RFP/RFI submissions
  • Coordinate semifinal and finals presentations
  • Identify new prospects for outreach

Skills & Knowledge:
1. College graduate with 5+ years of investment industry experience
2. Robust computer skills, especially MS Excel, PowerPoint, Word and familiarity with a CRM (such as
Salesforce)
3. An outgoing and personable attitude that is amenable to relationship building
4. Strong attention to detail
5. Thorough knowledge of equity and fixed income securities
6. Excellent oral and written communication skills
7. Ability to multi-task and prioritize independently
8. Solid team orientation
9. Strong personal work habits (e.g. conscientious, detail-oriented); self-starter
10. Ability to manage and mentor junior staff
11. Excellent integrity and character

In addition to base salary and benefits, employees are eligible for a discretionary annual bonus.

Please include a cover letter along with your resume when applying.

** Must complete background check

New Century Advisors, LLC is an institutional investment management firm based in Chevy Chase,
Maryland that utilizes a wide spectrum of opportunities to manage complex risks and generate value for
its clients. Since its founding in 2002, New Century has partnered with its clients to develop and execute
customized global and U.S. strategies to meet their unique needs paying special attention to inflation. It
prides itself in delivering superior risk-adjusted returns with a high touch client service approach.

Please visit us at www.NewCenturyAdvisors.com to learn more.

It is the policy and practice of the Company to offer equal employment opportunities to all qualified
applicants and employees without regard to race, color, age, religion, national origin, sex, marital status,
disability, veteran status, or any other characteristic protected by law. This policy applies to all areas of
employment, including recruitment, hiring, training and development, promotion, transfer, termination,
layoffs, compensation, benefits, and all other terms, conditions and privileges of employment.
The Company will not tolerate discrimination or harassment based upon race, color, age, religion,
national origin, sex, marital status, disability, veteran status, or any other characteristic protected by
law.


Job Type: Full-time
Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Schedule:

Monday to Friday

Supplemental pay types:
Bonus opportunities

Company

New Century Advisors, LLC is an SEC registered investment management firm located in Chevy Chase, Maryland.  The firm provides a variety of investment services to institutions, focusing on Real and Absolute Return products.

Company info
Website
Telephone
2403950550
Location
2 Wisconsin Circle
Suite 940
Chevy Chase
MD
20815
United States

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