Associate, Institutional Relations

Join a team that values your ambition and empowers your growth

 

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

CI Segall Bryant & Hamill Asset Management is headquartered in Chicago, with offices in Denver, Philadelphia, New York, and St. Louis. The firm had over $29 billion in assets under management as of December 31, 2024. CI SBH offers a range of investment strategies and customized solutions for institutional and intermediary clients, including domestic, international, and global equity, in addition to fixed income and alternatives. CI SBH is a subsidiary of CI Financial Corp.CI SBH is seeking an Associate, Institutional Relations.  The position’s objectives are to work with the external sales professionals 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 Responsibilities

• 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 clients 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 attributes 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

Required Qualifications

• 3-5 years of relevant experience. 
• Licensed or willingness to be licensed Series 7, 63
• Asset Management or investment consulting background would be ideal.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $100,000– $120,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experiencePhysical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S.