Client Relationship Management Associate

Nomura Holdings, Inc.; New York (NY); Hybrid; USD 125,000 - 150,000; Full time

Job summary

A leading global financial services firm seeks a Client Relationship Management Associate in New York. This role involves supporting the Institutional Distribution team, ensuring excellent client service, and managing client relationships effectively. The ideal candidate will have significant experience in asset management and strong communication skills. This position offers a hybrid work environment with competitive compensation and benefits.

Benefits

401(k) Eligibility

Paid Time Off

Medical Benefits

Discretionary Awards

Qualifications

• 4+ years client relationship experience with an established asset management firm.
• Progress towards a Series 7 and Series 63 strongly encouraged.

Responsibilities

• Work closely with the Head of Institutional Distribution for client service.
• Assist with client meetings and portfolio reviews.
• Coordinate client on-boarding and ensure accurate reporting.

Skills

Communication

Influencing Skills

Knowledge of Investment Products

Multi-tasking

Education

Bachelor's Degree

Job description

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Job Title: Client Relationship Management Associate

Job Code: 9989

Country: US

City: New York

Skill Category: Alternative Investment Management

Description:

Corporate Title: Associate

Department: Nomura Capital Management (NCM)

Location: New York, NY (hybrid)

The base pay range for this position at commencement of employment is expected to be between $125K - $150/yr*

Company overview

Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative soluti ons and considered thought leadership. For further information about Nomura, visit www.nomura.com .

Aon’s Benefit Index , Nomura’s benefits rank #1 amongst our competitors

Department overview

As part of its efforts to expand its investment management business in the Americas and enhance its overall offering, Nomura Holding America Inc. has established a new business line – Nomura Capital Management (NCM). NCM will focus on providing RIAs and their clients with access to private markets. The first strategy brought to market provides diversified exposure to private credit sectors through a closed-end interval fund structure. The second fund launched is a private credit drawdown strategy. Additional products/strategies will be developed in other private markets such as real estate, infrastructure, private equity or venture capital (e.g., potentially including non-traded REIT/BDCs, open/closed-end private funds or similar structures).

Role Description

Nomura Capital Management (NCM) is seeking a client relationship management professional in its Institutional Distribution team in New York City. This position offers an opportunity to work in a collaborative team environment in NCM’s North American institutional asset management business. NCM works closely with its affiliates, $33 billion NYC-based credit boutique Nomura Corporate Research and Asset Management (NCRAM), and Nomura Asset Management, a $600 billion global asset management firm.

A significant portion of NAM USA’s institutional client base are high yield credit mandates managed by our affiliate, New York-based Nomura Corporate Research and Asset Management (“NCRAM”).

Job Responsibilities:

• Work closely with the Head of Institutional Distribution and Institutional Distribution team to insure best in class client service is delivered consistently.
• Assist with in-person of client relationship management, including schedule and attend client meetings, portfolio reviews and/or Board Meetings with clients.
• Arrange logistics, help with creation of presentation materials, coordinate internal pre-meeting, and oversee follow-up and documentation in Salesforce.
• Respond to client inquiries including, but not limited to, questions regarding performance, portfolio attribution, statements/custom client reporting, portfolio guideline changes, investment management agreements, personnel changes at firm, capabilities, etc.

• Maintain client reporting matrix and ensure that client reporting is executed accurately and on time.
• Coordinate all aspects of client on-boarding with front, middle and back offices, including setting collecting KYC and AML paperwork, assisting in IMA process, organizing and maintaining client folders and reporting matrix, etc.
• Provide support for the RFP and DDQ process if needed.

Skills, experience, qualifications and knowledge required:

• 4+ years client relationship experience with an established asset management firm.
• Bachelor’s degree or equivalent
• Excellent communication and influencing skills and ability to navigate all levels of management to drive decision-making and execution.
• Knowledge of investment products
• Understanding of the RFP process
• Ability to multi-task, be flexible and adaptable, and work well both independently and as a member of a team.
• Progress towards a Series 7 and Series 63 strongly encouraged

*base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors”.

Nomura is an Equal Opportunity Employer