Client Relations Analyst

New York, NY

Responsibilities

 

  • Proactively provide Sales and Client Relations support for the Marketing and Client Relations Team.
  • Leverage technology skills to bring efficiency to the marketing and sales process (superior Excel skills required).
  • Content and data management for reporting and marketing purposes:
  • Work closely with Investment, Legal, and Operations teams and the Director of Marketing and Client Services to ensure answers are complete, accurate and reviewed for compliance
  • Manage the organization and maintenance of data sources/RFP machine
  • Manage the submission of consultant questionnaires
  • Coordinate completion and assembly of marketing materials, performance reports, etc. – working closely with Legal, Risk and Operations Teams as needed to ensure accuracy and compliance of marketing materials.
  • Content and data management for custom reporting/complete reporting for custom portfolios.
  • Liaise with the Investment Team to create and maintain updated client presentation slides.
  • Update monthly roadshow package and create new content as necessary.
  • Maintain Marketing Library including hedge fund of fund performance competitor database and develop hedge fund of fund competitive intelligence files (competitor books, communications, reports, etc.).
  • Respond to incoming calls and information requests from clients, prospects, employees, etc. as needed.
  • Assist in managing sales pipeline and sales statistics for Marketing and Client Relations Team.
  • Coordinate distribution of commentary, white papers, and periodic communications to prospect and consultant contacts.

 

Requirements

 

  • 2+ years of asset management or capital markets client service experience – alternative investments a plus.
  • Expertise in MS Excel, MS PowerPoint, and ProTrak (or equivalent CRM).

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/16/2019
Salary $70,000 - $95,000 + bonus






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