VP, Client Advisory

Position OverviewThis individual will serve as an integral member of the client advisory team with a primary focus on supporting the firm’s long-only separate account clients and a secondary focus on serving as a product specialist for the firm’s U.S. products. The ideal candidate will possess a demonstrated interest in and ability to complete the full range of investor relations functions and will also exhibit an interest and ability to manage and cultivate client and consultant relationships. The successful candidate will require extremely strong qualitative and quantitative skills. Responsibilities will include, but not be limited to, the following:

All potential candidates should read through the following details of this job with care before making an application.
Assist other members of the firm’s internal Client Advisory and Sales team on a wide variety of projects, to include but not be limited to:creating presentations,assisting with monthly or quarterly letters/commentaries,performing competitor analysis,setting up and comprehensively preparing for existing and prospective investor meetings and calls, and proactively following up in a precise, timely, and professional fashion.Prepare regularly scheduled monthly and quarterly reporting, and take the lead on responding to ad hoc investor inquiriesPerform detailed data analysis to provide unique perspectives on relevant asset classes and the firm’s product positioningParticipate and provide input in the RFI and RFP process and help develop a more streamlined, efficient, and scalable process to address these questionnairesProvide support in the production of due diligence materialsAssist in preparing product reviews for senior management and marketersProcess client inflows, outflows, and guideline changesAssist in managing contacts and sales notes in the firm’s CRM SystemOnboard new clientsServe as the product champion/specialist for the assigned product. xzbcwsv
Required Skills: Extreme attention to detailAptitude for managing and cultivating client and consultant relationshipsAbility to thrive in a highly entrepreneurial, fast-paced, competitive work environmentProven interest in the financial marketsSuperior qualitative and quantitative skillsDemonstrated knowledge of fixed income investment strategiesAbility to effectively manage multiple deliverables and projects simultaneouslyAbility to forge and maintain internal relationships with members of Sales, Client Advisory, Investment, Legal, and Operations teamsWillingness to work with a roll-up-your-sleeves, can-do attitudeSuperior verbal and written communicationExceptional team-oriented interpersonal skillsHigh energy, strong work ethic, self-motivated, and results-orientedExtreme proficiency in the Microsoft Office suite (Word, Excel, and PowerPoint)Ability to perform v-lookups, if/then functions, pivot tables, etc.Experience streamlining processes with a focus on data governanceExperience with Adobe Creative Suite (InDesign) is a plus
Background/Professional Requirements:
BA/BS degree requiredCFA/MBA is preferred7-9 years of relevant experience requiredPrevious experience in a client service position actively supporting institutional and intermediary clients.