Summary
Seeking an exceptional individual to join the Client Services team as a Relationship Manager. This role will be a critical member of the inaugural Client Services Team, one of three roles at inception and will report to the Partner and Head of the Client Services team.
Company Information:
Private investment company.
Job Description:
- Responsible for building, scaling and maintaining client service coverage for ecosystem, which includes insurance companies and other institutional investors. Requirements include but are not limited to:
- Weekly, monthly, quarterly, and annual reporting packages.
- Regulatory reporting, investment portfolio analysis, quarterly analysis and other external reporting requirements.
- Assist with creation of governance documents, policies and procedures for making and maintaining investments.
- Manage compliance reporting on behalf of clients.
- Liaise with Investment Operations team on other requirements for clients.
- Partner with the CFO function in assisting clients with strategic asset allocation and tactical allocation consideration.
- Creation and maintenance of institutional marketing requirements.
- Management and oversight of junior team member.
Requirements / Qualifications:
Ideal profile and characteristics:
- MBA or 6-10 years of buy side experience.
- 6+ years of Asset Management experience a must, insurance or financial services specialty, a plus.
- Deep interest in strategic initiatives, building sales and business development.
- Experience in developing and maintaining client reporting.
- Deep understanding of credit/fixed income investing and associated operational requirements.
- Highly process oriented, yet entrepreneurial.
- Strong verbal and inter-personal skills, while comfortable with quantitative analysis.
- Strong presentation skills.
