Client Associate (85-100K)- NYC or Chicago, IL - Merit Personnel & Consulting : Job Details

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 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 to investment management industry 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.