- Cultivate and maintain strongrelationships with investmentconsultants, serving as the primary point of contact for inquiries, requests, andrelationship management.
- Collaborate with portfolio managers, research analysts, and the sales team to deliver tailored solutions and insights toconsultants.
- Conduct thorough research and analysis onconsultantdatabases and platforms to identify potential opportunities for engagement and distribution.
- Prepare compelling presentations, marketing materials, and reports to effectively communicate the firm's investment strategies, performance, and capabilities toconsultants.
- Coordinate and supportconsultantdue diligence meetings, presentations, and events, ensuring a seamless and professional experience.
- Stay informed about industry trends, competitor activities, and regulatory changes impactingconsultants and the broader investment landscape.
- Track and analyzeconsultantrelationships, activities, and outcomes to assess effectiveness and identify areas for improvement.
- Bachelor's degree in finance, economics, business administration, or a related field.
- 5+ years of experience in the asset management and/or investment consulting industry.
- Strong understanding of investment products, markets, and industry trends.
- Excellent communication, interpersonal, andrelationship-building skills.
- Proven ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
- Detail-oriented with strong analytical and problem-solving skills.
- Proficiency in Microsoft Office suite (Excel, PowerPoint, Word).
- Ability to work both independently and collaboratively within a team.
- Previous experience inconsultantrelationsfrom the Midwest to the East Coast(geographic focus)
- Compensation will be very competitive based on candidates level of experience and skillset.
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Consultant Relations Senior Associate - Newton, United States - ABS Global Investments
3 weeks ago
Description
ABS Global Investments is seeking a dynamic and highly motivatedSr. ConsultantRelationship Associate. This individual will play a crucial role in managing and expanding ourrelationships with investmentconsultants,working both in the field and with their research teamsandtofacilitate business development opportunities for the firm.
Key Responsibilities:
Qualifications: