Client Relations Associate

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Summary

Seeking an experienced, ambitious professional to join a core team responsible for marketing and investor diligence efforts supporting a global investor base. This individual will assume a dynamic role in pitchbook creation, content strategy and process ownership, possessing a critical eye for detail, design, project management, and motivation to deliver an exceptional investing experience to our clients.


Company Information:

Leading global alternative asset manager and a specialist in opportunistic investing. Pursued consistent outperformance by building an operating model and culture which balance the ability to act swiftly on market opportunity with rigorous diligence that minimizes risk.


Job Description:

• Pitchbook creation including ownership of standard marketing deck materials and new product launch decks
• Lead effective collaboration with relationship managers in the production of content and requests including investor meeting materials and strategic road shows
• Enthusiasm to optimize best-in-class processes for marketing content management, unwavering commitment to quality, organization, communication, and creativity
• Complete and/or review investor requests for multi-strategy, credit and private equity vehicles, focused on delivering compliant, client-ready material


Requirements / Qualifications:
  • Bachelor’s degree required
  • 2+ years of experience in alternatives or institutional asset management
  • Proficiency with institutional investor relations standards and industry trends
  • Ability to grasp and alternate between both big picture ideas and more-granular level details
  • Experience reviewing, proofreading, formatting of content for client delivery
  • Advanced knowledge of Microsoft Office (PowerPoint, Excel, Word), with Qvidian, Salesforce, Tableau, Intralinks a plus

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