Relationship Associate - Institutional Sales
$100,000–$110,000 year
HybridBrooklyn, Ohio, United States
Job Summary
Prepare and deliver monthly or quarterly reports in partnership with Relationship Managers. Assist with data requests from clients and internal partners while working with investment teams to secure narrative and statistics that detail strategy performance. Streamline data gathering and distribution processes and deliver competitive information to the sales team as requested. Work with the sales team to further develop the firm's presence in the institutional market and enhance the social media presence through individual efforts. This role supports the Institutional Team at Victory Capital, a diversified global asset management firm, with the goal of progressing to direct client interaction as a Relationship Manager or Sales Officer.
Required Qualifications
- Bachelor's degree in Business, Finance or related field
- Confident with use of Microsoft Office; particularly Excel, Power Point, Word and Outlook
- 3+ years' experience in asset management industry or in a closely related financial field
- Demonstrated familiarity with artificial intelligence (AI) tools and technologies
- Strong organization skills/ Attention to detail
- Ability to problem solve and spot issues proactively
- Must work well independently and collaboratively
Desired Qualifications
- 3+ years of professional experience in investment management within a bank, brokerage, insurance company or similar financial organization
- Evidence of a strong interest in the asset management field including pursuit of advanced degrees (CFA, CFP, CAIA, CIMA) and/or general market knowledge
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