Accessibility Links

Institutional Client Services Associate

  • Job type: Permanent
  • Location: Santa Monica
  • Salary: Competitive
  • Job reference: KYHY1946
  • Sector: Buy Side, Asset Management, Selby Jennings
  • Date posted: 12/01/2018
A $300B global asset manager, with expertise in fixed income, equity, and alternative strategies, is seeking an exceptional associate to add to their Institutional Distribution team.  This person would be a key contributor to client satisfaction and relationship management with investors, keeping them informed, as well as supporting the business development efforts of the team globally.  This role is based in Santa Monica and will only look at candidates already living in California. 


Responsibilities:
  • Delivering superior customer service by exceeding client expectations
  • Perform research to develop new business as well as maintain business
  • Prepare client reports and other monthly/quarterly deliverables
  • Coordinate meetings and client requests for the business development team
  • Build/Update/Refine Excel models, templates, charts including research on potential clients, existing client portfolio data, charts for marketing materials and other performance and market detail
  • Send out marketing materials
  • Ad Hoc calculates on portfolios
  • Client reports and deliverables
  • 3-6 years of relevant experience is required!
Similar jobs
Head of Strategic Partnerships
  • Job type: Permanent
  • Location: London
  • Salary: Negotiable
  • Description Report to: Head of Sales We are currently representing an award-winning investment manager, who is specialising in tax efficient investment solutions. They manage over £2 billion of funds under
Business Development Manager
  • Job type: Permanent
  • Location: North East England
  • Salary: Competitive
  • Description Report to: Head of Sales We are currently representing an award-winning investment manager, who is specialising in tax efficient investment solutions. They manage over £2 billion of funds under
Asset Management - Head of Investor Relations - London
  • Job type: Permanent
  • Location: London
  • Salary: £130000 - £160000 per annum
  • Description High Performing Asset Management - Head of Investor Relations - London An exciting Asset Management Firm based in the heart of London, is currently looking to hire a Head of Investor Relations
RFP Associate
  • Job type: Permanent
  • Location: New York
  • Salary: Negotiable
  • Description A leading Global Investment Management Firm is looking to add an RFP associate to their Business Development team. This person will be key in leveraging resources to respond to formal requests of