Investor Relations Sales Strategy & Analytics

We are partnering with a leading global systematic investment manager to hire an Associate for its Investor Relations Sales Strategy & Analytics team. This is a chance for a top-tier management consultant to move in-house at a premier alternatives firm, working directly with senior leadership on the priorities driving growth of the firm's U.S. Wealth business.

The following information aims to provide potential candidates with a better understanding of the requirements for this role.
The role sits within the firm's Business Development group, which partners with clients across North America, Europe, Australia and the Middle East. Specifically, it joins the U.S. Wealth team, which covers taxable U.S. investors and their advisors through three channels: Family Offices, RIAs, Private Wealth Advisors at major banks/ broker dealers. The Associate will work directly with U.S. Wealth senior leadership, combining strategy, analytics and execution. The mandate is to help leadership make better decisions and keep the business focused on the right priorities.
Key ResponsibilitiesStrategy & PrioritiesPartner with U.S. Wealth leadership to define and drive key business priorities and growth initiativesEvaluate new business opportunities, including potential corporate investments and partnershipsSupport market and competitor analysis to inform strategyIdentify issues, trade-offs and areas that require leadership attentionAnalytics & PerformanceBuild analytical models, including demand, pipeline and financial models, to support decision-makingAnalyze business performance and develop KPIs to track progress against goalsPartner with the sales team to analyze pipeline, client trends and areas of opportunityExecution & CommunicationWork across teams to keep initiatives moving and ensure follow-throughPrepare materials for leadership meetings and business updatesSupport ad hoc projects across other channels, including Institutional and International Wealth, as needed
Candidate Profile3–5 years at a top-tier management consulting firm (MBB or equivalent); experience in a Financial Institutions or Wealth & Asset Management practice is highly desirableBachelor's degree with an exceptional academic recordWorking knowledge of the Wealth & xzbcwsv Asset Management industryStrong quantitative skills and experience managing large data setsAdvanced proficiency in Excel and PowerPoint; Salesforce CRM experience is a plusStrong project management skills and exceptional attention to detailExcellent written and verbal communication, with the ability to build relationships across teamsIntellectually curious, with high integrity and ethical standardsMature and thoughtful; equally effective in a collaborative team and working autonomouslyA self-starter willing to roll up their sleeves and handle a wide range of issuesHighly organized, able to multi-task and manage competing deadlinesLooks beyond the surface to understand underlying details