- Providing sales support to Relationship Managers and assisting in prospect and consultant efforts
- all sales support tasks including, but not limited to, arranging pre-meets, putting together prospect and consultant meeting briefs, taking meeting minutes, creating pitch books, printing and binding presentation materials, coordinating internal meetings, and maintaining distribution lists
- with existing client servicing requirements, as necessary
- consultant databases and undertaking broader ICM quarterly updates, as required
- quarterly eVestment competitor analysis for focus strategies, and using data to identify market trends
- to RFP and client DDQ assignments
- Managing and upkeeping CRM system, including regular activity screening to assist with the prospecting process
- Developing, formatting, and proofing marketing collateral, ensuring appropriate alignment with compliance and other internal procedures
- Assisting with trip management and coordination, ensuring an efficient travel schedule and open lines of communication between RM, Portfolio Management, and Research
- Bachelor's degree in finance, marketing, communications, or related field
- A minimum of 2-3 years of professional work experience
- Strong academic credentials and skilled in Microsoft Office
- Mature team player who can thrive in a fast paced, yet collaborative work environment
- Highly organized, detail oriented, and committed to quality work product
- Excellent written and verbal communication skills
- Able to manage time effectively with competing priorities and deadlines
- Proactive problem solver with ability to work independently
- Strong sense of initiative, strategic thinking, and a desire to learn
- Ability to create trust and respect with peers, and manage interdepartmental coordination
- Superior CRM management skills
- Experience of driving topical content based on client feedback
- Experience of trend analysis and conducting market and prospect research,
- Experience creating materials, preparing for meetings, and undertaking follow ups
- Experience dealing with clients preferred but not required
- Highest ethical standards
-
Relationship Manager
3 weeks ago
U.S. Bank National Association Los Angeles, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Gcb Relationship Manager
2 weeks ago
Bank of America Los Angeles, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Supplier Relationship Manager
3 weeks ago
American Trading International Los Angeles, United States**American Trading International, Inc (ATI)** is currently seeking a **Supplier Relationship Manager** to join our team in Los Angeles, CA. · We are seeking long-term growth and career-minded rock stars to join our team American Trading International, Inc. (ATI) is a service-orie ...
-
Relationship Manager Ii
3 weeks ago
City National Bank Los Angeles, United StatesOverview: · **RELATIONSHIP MANAGER II** · **WHAT IS THE OPPORTUNITY?** · Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new c ...
-
Supplier Relationship Manager
3 weeks ago
American Trading International Inc Los Angeles, United StatesWe are seeking long-term growth and career-minded rock stars to join our team American Trading International, Inc. (ATI) is a service-oriented export trading company providing domestic and international companies the opportunity to import and export products to new and existing m ...
-
Commercial Relationship Manager
1 week ago
City First Bank, N.A. Los Angeles, United States**City First Bank N.A.** is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our lending activities are purely commercia ...
-
Institutional Relationship Manager
1 week ago
CIM Group, LP Los Angeles, United StatesCIM is a $30bn community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on proje ...
-
Vendor Relationship Manager Iii
1 week ago
L.A. Care Health Plan Los Angeles, United StatesVendor Relationship Manager III · **Job Category**:Administrative, HR, Business Professionals**Department**:Claims Data and Support Services**Location**:Los Angeles, CA, US, 90017**Position Type**:Full Time**Requisition ID**:11301**Salary Range**: $102, Min.) - $132, Mid.) - $163 ...
-
Mid-corp Relationship Manager
1 week ago
Citi Los Angeles, United States**Responsibilities**: · - Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) · - Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times · - Responsible for actively calling on clients ...
-
Healthcare Business Banking Relationship Manager
2 weeks ago
U.S. Bank National Association Los Angeles, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Member Relationship Manager
2 weeks ago
Remedy Place West Hollywood, United States**GENERAL OVERVIEW**: · - Remedy Place is a first-of-its-kind social wellness club that is redesigning the meaning of social self-care. Inside our walls, social life is never sacrificed for the decision to lead a healthy lifestyle. Instead, both are mutually enhanced. Our holisti ...
-
Senior Relationship Manager
4 days ago
City National Bank Los Angeles, United States Full timeRELATIONSHIP MANAGER SENIOR CB · WHAT IS THE OPPORTUNITY? · Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves ...
-
Customer Relationship Manager
19 hours ago
Professionals for beBee Los Angeles, United States Full time $60,000 - $90,000As a BeBee Customer Relationship Manager (CRM), you will be instrumental in creating and maintaining strong relationships with our esteemed customers. You will be the main contact person for our clients, ensuring their satisfaction and building trust that leads to long-term loyal ...
-
VP, Relationship Manager
4 days ago
Cathay Bank Los Angeles, United StatesGENERAL SUMMARY · Relationship Manager ("RM") is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone m ...
-
Relationship Manager
1 week ago
Golden Bank NA Alhambra, United StatesJOB SUMMARY · Execute the lending function of the Bank. Follow policies, procedures and objectives for the extension of credit. Maintain and reach for deposit and lending goal which is including but not limited to customer service and operational functions within the division. · ...
-
Business Relationship Manager
3 weeks ago
New Omni Bank N A Alhambra, United States**Business Relationship Manager**: · Department: Business Office- FLSA Status: Full Time & Exempt- Reports to: Refer to Organization ChartLocation/Branch: Alhambra, Arcadia, or Rowland HeightsSeniority Level: Mid-Senior Level · - Employment Type: (select one) Full Time · - Salary ...
-
Commercial Relationship Manager
2 weeks ago
New Omni Bank National Association Alhambra, United StatesCommercial Relationship Manager · Department: Business Office · FLSA Status: Full Time & Exempt · Reports to: Refer to Organization Chart · Location/Branch: Alhambra, Arcadia, or Rowland Heights CA · Seniority Level: Mid-Senior Level · Employment Type: (select one) Full Time · ** ...
-
Corporate Relationship Manager
3 weeks ago
Genesis Capital Los Angeles, United StatesJob Description · Job Description The Corporate Relationship Manager is responsible for driving loan originations by managing the sales cycle and the workflow between the Sales, Underwriting, Construction and Operations teams to help convert both lending and client opportunities ...
-
IT BUSINESS RELATIONSHIP MANAGER
1 week ago
Abbott Laboratories company Los Angeles, United StatesIT BUSINESS RELATIONSHIP MANAGER – Supply Chain Applications and Analytics page is loaded · IT BUSINESS RELATIONSHIP MANAGER – Supply Chain Applications and Analytics · Apply · locations · United States - California - Sylmar · time type · Full time · posted on · Posted 2 ...
-
Commercial Relationship Manager
2 weeks ago
CityFirst Bank Los Angeles, United StatesWHO WE ARE · City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our lending activities are purely ...
Analyst, Relationship Management - Los Angeles, United States - LOS ANGELES CAPITAL MANAGEMENT LLC
Description
Job Description
Job DescriptionRelationship Management Analyst
About the Firm
Firm Mission
"Achieving Client Success through Research and Technology"
Los Angeles Capital, the "Firm", is a global equity manager of assets for leading institutions around the world. The Firm is recognized as a pioneer in dynamic equity management, utilizing proprietary technology to engineer equity portfolios that adapt to today's equity market. The Firm's senior investment professionals have worked together for three decades developing models for measuring and forecasting return and risk of global equity securities. The Firm manages approximately $31 billion as of December 1, 2023, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives. The Firm has been ranked for seven years in a row by Pensions and Investments as one of the "Best Places to Work in Money Management." The Firm's working environment places a strong focus on teamwork and values work-life balance. The Firm offers a competitive compensation package that includes health care plans, 401(k), and top-tier benefits. The Firm is 100% employee-owned through a holding company structure and seeks to retain and motivate employees' long term. Los Angeles Capital firmly believes the quality and commitment of the individuals are vital to the success of the Firm, ensuring that client expectations are exceeded.
Position Overview
Reporting directly to the Associate Director of Investor Communications & Marketing, the Analyst will work as part of the Investor Communications and Marketing Group (ICM), with specific responsibility for sales and marketing support for the Managing Directors, Relationship Management. It is expected that the Analyst will, in due course, become a junior point person for certain prospects and consultants. ICM is an integral part of the Relationship Management (RM) department, which is responsible for developing business relationships with prospective institutional investors and investment consultants and supporting the servicing of institutional clients. The Analyst will work closely with different members of the broader team, as well as with other departments as needed.
Key Job Responsibilities
Supporting webinars and external events
Skills and Knowledge Required
This is a hybrid position based in Los Angeles, CA which requires weekly attendance.
Apply today
Los Angeles Capital is an SEC registered investment adviser and required to track certain political contributions under rule Therefore, you will be required to disclose your prior political contributions.
Los Angeles Capital is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.
For more information about the company, please refer to our website at