1 день назад
Account Manager, Institutional Corporate Client Group
205 000 - 240 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager, Institutional Corporate Client Group (Fixed Income and Institutional Client Coverage): Supporting relationships with large institutional clients by preparing investor materials, coordinating client activity, and translating macroeconomic views, portfolio positioning, and performance into clear client-ready insights with an accent on relationship management and investment communication. Focus on coordinating complex deliverables across investment, product, operational, and client-facing teams, supporting RFIs/RFPs, and developing expertise for future direct client coverage.
Location: New York, NY, United States
Salary: $205,000–$240,000 per year, plus discretionary bonus
Company
is a global active fixed-income and alternative investment manager serving institutional and other clients across public and private markets.
What you will do
- Support relationships with large institutional clients in partnership with 5–6 senior Account Managers.
- Prepare tailored investor materials, including performance updates, market commentary, thought leadership, and strategic investment narratives.
- Translate macroeconomic themes, portfolio positioning, investment strategies, and performance attribution into clear client-ready content.
- Coordinate client requests and deliverables across investment, product, operational, and client-facing teams.
- Support client meetings, quarterly reviews, RFIs/RFPs, client reporting, retention efforts, and new business materials.
- Help synthesize firm capabilities, investment insights, and competitive context for strategy positioning.
Requirements
- Bachelor’s degree in business, finance, economics, accounting, engineering, or another quantitative discipline.
- MBA completed within the last five years.
- Three to seven years of relevant professional experience, preferably in financial services, consulting, client service, or an analytical environment.
- Foundational understanding of fixed-income markets, investment products, securities, portfolio insights, and client reporting.
- Strong communication, analytical, organizational, judgment, execution, and client-service skills.
- Series 7, 63, 3, and other applicable licenses, or the ability to obtain them within 90 days of starting.
Nice to have
- Progress toward the CFA designation.
- Familiarity with investment products, securities types, and client reporting frameworks.
Culture & Benefits
- Collaborative, inclusive, high-performance environment focused on openness, responsibility, excellence, and teamwork.
- Mentorship and professional development with exposure to portfolio managers, product specialists, and senior Account Managers.
- Opportunities for increasing direct interaction with institutional clients over time.
- Willingness to travel for client meetings, conferences, and internal engagements is expected.
- Total compensation includes a fixed base salary and discretionary performance-based bonus.
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