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GCM Grosvenor
New York, NY, United States
SUMMARY This is an exciting time to join GCM Grosvenor having experienced tremendous growth over the past few years. In support of this, we are growing and evolving our marketing organization to lead us into the future. The Client Marketing Associate will be a critical member of the Client Marketing team within the broader Marketing organization
Job Source: GCM GrosvenorGCM Grosvenor
New York, NY, United States
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Client Associate (85-100K)- NYC or Chicago, IL Title: “Client Associate” Location: New York, NY or Chicago, IL (On-Site)
Overview:
The Client Associate will work alongside senior Client Advisors covering institutional clients and prospects (e.g. corporate pensions, public pensions, not-for-profit, insurance and family offices) supporting the North American business development initiatives of the Institutional Client Group at our Global Investment Firm.
Responsibilities :
Partner with senior Client Advisors in all aspects of their new business generation activities to ensure all goals are being achieved. Act as a backup to Client Advisor on all client/prospect matters
Understand the full client and prospect coverage territory, research and develop deep knowledge of prospects by product interest and plan type. Partner with Client Advisors to coordinate targeted client outreach/marketing campaigns
Understand firm’s full range of investment capabilities to be able to engage directly with clients and prospects as well as colleagues internally
Develop prospect target lists and research sales opportunities and consultant trends in the marketplace utilizing external tools and publications. Conduct competitive analysis and market research utilizing external databases
Assist Client Advisors with internal reporting to senior management including business plans, territory maintenance and related items
Conduct thorough meeting preparation; research each client/prospect in advance of each meeting; coordinate prep calls with necessary Portfolio Management teams and other key internal teams. Coordinate all follow-ups necessary from meetings
Liaise with other internal teams (marketing, performance, analytics, operations, legal & compliance) to ensure client needs are met
Oversee RFP/RFI submissions; liaise with the RFP & Consultant Database teams, ensure RFP/RFI deadlines and requirements are met, review RFPs/RFIs for accuracy of content
The Associate may also be the designated day-to-day contact for certain client and prospect relationships. The Associate will attend client meetings on behalf of the Client Advisor when he/she is unable to attend
Coordinate significant aspects of the existing client relationship, working closely with the Client Advisor, to ensure all client and consultant servicing needs are addressed in a timely manner
Participate in team projects to enhance internal procedures in accordance with industry best practices
Assist with the mentoring and professional development of Client Analyst teammates
Qualifications :
3 to 5 years’ experience related investment management industry experience required
Experience with equity, fixed income and alternative strategies is preferred
Additional accreditations encouraged (e.g. CFA, MBA, CAIA)
Excellent presentation, business writing and oral communication skills
Strong attention to detail and organization/coordination skills
Enthusiastic team player and highly motivated
Strong analytical and problem solving, coordination skills
Proficient in Microsoft Word, Excel, PowerPoint
Existing Salesforce, eVestment and Preqin knowledge a plus
Series 7, 66 and 31 licenses preferred, or ability to obtain within 6 months of employment
90 Broad Street
Suites 319
New York, NY 10004
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Email Alert for Client Associate (85-100K)- NYC or Chicago, IL jobs in New York, NY, United States
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