EMPLOYMENT TYPE: Definite
DEPARTMENT: Business Development & Marketing
DIVISION: Institutional Client Services
WORKPLACE STRUCTURE: Hybrid
ROLE OVERVIEW
PURPOSE OF JOB
SALI is seeking a self-motivated,
detail-oriented Assistant Manager of Business Development and Investor
Relations to support and help lead client-facing initiatives across SALI’s
Business Development and Investor Relations functions. This role will report
directly to SALI’s Head of Investor Relations and will work closely with asset
managers, insurance companies, insurance brokers, and internal legal,
compliance, operations, and investment teams.
The Assistant Manager will be expected to take
ownership of projects, lead external calls where appropriate, prepare clear and
accurate client-facing communications, and help guide the work of junior team
members. The role requires excellent verbal and written communication skills,
strong reading comprehension, comfort working with fund offering documents, and
the ability to understand and calculate incentive fee waterfalls when needed.
Occasional travel may be required for client meetings, industry events, and
related business development activities.
MAIN RESPONSIBILITIES AND DUTIES
- Collaborate with the Business Development team on new business opportunities, including prospect tracking, pipeline reporting, and follow-up coordination.
- Lead or help lead calls with asset managers, insurance companies, insurance brokers, and other external stakeholders; prepare agendas, notes, and follow-up items as needed.
- Support new client onboarding by coordinating across legal, compliance, operations, and investment teams to ensure timely completion of key deliverables.
- Serve as a day-to-day point of contact for client inquiries and requests, escalating appropriately while maintaining a high standard of responsiveness and professionalism.
- Draft and review client-facing communications, including investor letters, fund updates, meeting materials, and internal summaries for management.
- Review fund offering memoranda and related fund documents to identify, understand, and summarize key terms relevant to clients, internal teams, and business development initiatives.
- Calculate, review, and explain incentive fee waterfalls or related fee examples when requested, coordinating with internal subject matter experts as needed.
- Maintain CRM/database records and produce prospecting, pipeline, and relationship management reports for senior management.
- Assist in the planning, organization, and execution of investor meetings, senior management presentations, conferences, and client events.
- Help supervise, mentor, and delegate work to junior team members; review work product and support their development through clear direction and feedback.
- Maintain and improve operational protocols and project plans for client-specific initiatives across departments.
ESSENTIAL REQUIREMENTS
- Bachelor’s degree required.
- 5+ years of professional experience, preferably in business development, investor relations, client service, fund administration, asset management, insurance, or a related financial services role.
- Prior management, supervisory, or team lead experience is a plus, as this role will help guide two junior employees.
- Excellent verbal and written communication skills, including the ability to lead external calls and communicate clearly with senior stakeholders.
- Strong reading comprehension and ability to review fund offering memoranda, legal documents, and other technical materials with accuracy and attention to detail.
- Comfort with financial concepts and calculations, including the ability to calculate incentive fee waterfalls when asked.
- Organized, resourceful, and detail-oriented, with strong multitasking and project management skills.
- Good attitude, flexibility, and willingness to take ownership of projects from start to finish.
- Microsoft Office Suite proficiency required.
- Strong PC-related skills, including Microsoft SharePoint, Salesforce, and other software applications, preferred but not required.
- Broad understanding of the financial industry prefe