Associate - Institutional Client Group (Pensions)

Position Overview

·         Working with sales and product team to provide support on team deliverables, including presentations, data management and bespoke projects focusing on public pension strategy and sales.

·         Coordinating group investor meetings including roadshows.

·         working closely with the firms investment professionals, marketing and communications professionals to coordinate thought leadership distributions.

·         Responsible for creating and/or reviewing internal and external meeting memorandums and presentations.

·         Liaising with regional sales team leads to connect potential investing pensions to their regional counterpart.

·         Partner with the product team, marketing, and communications to prepare materials for roadshows and conferences.

·         Customizing marketing materials and talking points for upcoming meetings.

·         Compiling market data and incorporating market research into investor presentation materials.

·         Researching various databases and maintaining internal CRM systems with up-to-date investor information.

Qualifications & Experience

·         4-5 years of prior experience.

·         Experience working in Public Pensions specifically is a plus, but is not required.

·         Familiarity with Salesforce.

·         Strong work ethic, acute attention to detail, ability to multi-task, and a willingness and desire to learn are critical.

·         Excellent verbal, written, and presentation skills with proven ability to communicate complexity with simplicity.

·         Strategic thinker with strong judgement.

·         Professional and personal integrity.

·         Proficient in excel with the ability to manipulate data in a spreadsheet.

·         Self-starter who can work effectively within a team, as well as independently.

·         Highly proficient and creative in PowerPoint with the ability to create marketing slides, enhance our sales pitch, and update data.

Pay Range

$150,000 - $175,000

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.