Client Advisory at Confidential in New York, New York

Posted in Other about 4 hours ago.

Type: full-time





Job Description:

The firm is a $7 billion credit shop based in New York with a high-quality, global reputation and a nearly 30-year record of strong performance focused on credit and convertible securities. The firm seeks to hire an individual to work as part of an entrepreneurial Client Advisory/Business Development team primarily focused on supporting and growing the firm's institutional business.

Position Overview

This individual will serve as an integral member of the Client Advisory/Business Development team with a primary focus on managing and growing the firm's institutional clients and a secondary focus as a product specialist for the firm's U.S. convertible strategies. The ideal candidate will possess a demonstrated interest and ability to manage and nurture relationships with existing and prospective investors. The role will require strong communication and strategic thinking skills. Additional responsibilities will include but not be limited to the following:

Manage existing institutional client relationships

Seek out prospective institutional investors, focusing primarily on public pension funds east of the Mississippi

Coordinate and comprehensively prepare for meetings and calls, and proactively follow up in a precise, timely, and professional fashion with prospective and existing investors

Assist with responding to ad hoc investor inquiries

Performing detailed data analysis to provide unique perspectives on the convertible asset class and the firm's product positioning

Participate actively in the RFI and RFP process related to and helping to develop a more streamlined, efficient, and scalable process

Prepare product reviews for senior management and marketers
  • Enter meeting notes in the firm's CRM System
  • Collaborate and work closely with the team on automation initiatives

Required Skills:

Demonstrated knowledge of fixed-income/credit strategies

Exceptional attention to detail

Proven display of intellectual curiosity

Superior verbal and written communication

Ability to understand strategies and communicate articulately to investors

Aptitude for managing and cultivating client relationships

Ability to thrive in a highly entrepreneurial, fast-paced, competitive work environment

Ability to effectively and simultaneously manage multiple deliverables and projects

Ability to forge and maintain strong internal relationships with senior members of the Sales, Client Advisory, Portfolio Management and Operations teams

Willing to work with a "roll up the sleeves can-do" attitude
  • Exceptional team-oriented interpersonal skills
  • High energy, strong work ethic, self-motivated and results-oriented
  • Excellent Microsoft Office skills (Word, Excel, and PowerPoint)

Background/Professional Requirements:

  • BA/BS degree required
  • CFA / MBA preferred
  • 3-5 years of relevant experience required

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