Create Email Alert

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.

Similar Jobs

  • GCM Grosvenor

    Client Marketing Associate (NYC or Chicago)

    New York, NY, United States

    • Ending Soon

    SUMMARY This is an exciting time to join GCM Grosvenor having experienced tremendous growth over the past few years. In support of this, we are growing and evolving our marketing organization to lead us into the future. The Client Marketing Associate will be a critical member of the Client Marketing team within the broader Marketing organization

    Job Source: GCM Grosvenor
  • GCM Grosvenor

    Client Marketing Principal (NYC or Chicago)

    New York, NY, United States

    SUMMARY This is an exciting time to join GCM Grosvenor - having experienced tremendous growth over the past few years, and having gone public in November of 2020, we continue to see high momentum across our business. In support of this growth, we are growing and evolving our marketing organization to lead us into the future. The client marketing

    Job Source: GCM Grosvenor
  • Merit Personnel & Consulting

    Asset Analyst in NYC (85-110K)

    New York, NY, United States

    • Ending Soon

    We are adding an Asset Analyst to our team in New York! The Asset Analyst will provide analytical support to every facet of the firm’s Multifamily operational management, conducting critical research to support the asset management team’s responsibility for the financial performance of the firm’s assets. The Asset Analyst will be responsible for su

    Job Source: Merit Personnel & Consulting
  • Merit Personnel & Consulting

    Legal Recruiting Specialist (NYC; 100K)

    New York, NY, United States

    • Ending Soon

    LOCATION: New York, NY SALARY: 100K INDUSTRY: International Law Firm OVERVIEW: The Lateral Recruiting Senior Specialist is responsible for overseeing the lateral recruiting process for lateral associate and counsel positions within our Law Firm’s U.S. offices. The position primarily focuses on recruitment for specific practice groups, but the

    Job Source: Merit Personnel & Consulting
  • The Rockridge Group

    Client Reporting Associate

    New York

    • Ending Soon

    Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be in Chicago or NYC (hybrid basis) Position Summary : Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Re

    Job Source: The Rockridge Group
  • Y7 Studio

    Studio Associate NYC

    New York

    • Ending Soon

    Job Description Job Description Salary: 17.50 The Y7 experience combines vinyasa yoga, music, heat and darkness, connecting you deeper to your mind and body. All studios are heated to 75-85 degrees using state-of-the-art infrared technology, which helps create a detoxifying sweat that stimulates blood circulation and increases flexibility. This i

    Job Source: Y7 Studio
  • Berklee College of Music

    Berklee NYC: Temporary Client Service Associate

    New York, NY, United States

    • Ending Soon

    Job Description: This position is responsible for all tasks related to the day to day function of both the studio and academic spaces. This individual will be responsible for opening and closing the building, cleaning and restocking the facility as well as addressing the needs of all clients of the facility, both commercial and educational. Task wi

    Job Source: Berklee College of Music
  • Nirvana Healthcare

    Physical Therapist NYC

    New York

    • Ending Soon

    Job Description Job Description Physical Therapist NYC Location: New York, NY We are a Private Outpatient Practice that is looking for a caring and compassionate Physical Therapist. Our focus is Orthopedics & Manual Therapy. As a Physical Therapist you will provide a full range of services for patients with orthopedic problems, work related inju

    Job Source: Nirvana Healthcare

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

New York, NY, United States

Client Associate (85-100K)- NYC or Chicago, IL Title: “Client Associate” Location: New York, NY or Chicago, IL (On-Site)

Overview:

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.

Responsibilities :

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

Qualifications :

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

90 Broad Street

Suites 319

New York, NY 10004

#J-18808-Ljbffr

Apply

Create Email Alert

Create Email Alert

Client Associate (85-100K)- NYC or Chicago, IL jobs in New York, NY, United States

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.