Institutional Relationship Associate – Hybrid + Flexible PTO

Victory Capital Management

Brooklyn (OH)

Hybrid

USD 100,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical, Dental, Vision plans
Flexible PTO
Education Tuition Reimbursement
401k plan with generous employer match

Job summary

Victory Capital Management in Brooklyn, Ohio, is seeking a Relationship Associate to support our Institutional Sales team. You will professionally communicate with institutional clients and internal staff while providing information, analysis and support.

You will help prepare monthly or quarterly reports, assist with data requests, coordinate with investment teams to detail performance, and support the sales force in expanding our institutional presence.

Qualifications

  • Bachelor's degree in Business, Finance or related field.
  • 3+ years’ experience in asset management or related financial field.
  • Demonstrated familiarity with AI tools and technologies.
  • Strong organization skills and attention to detail.
  • Ability to problem solve and work independently or collaboratively.

Responsibilities

  • Prepare and deliver monthly or quarterly reports with Relationship Managers.
  • Assist with data requests from clients and internal partners.
  • Coordinate with investment teams to detail strategy performance and positioning.
  • Streamline data gathering and distribution processes.
  • Support the sales team to expand our institutional market presence.
  • Provide competitive intelligence to the sales group as needed.
  • Help develop and enhance our social media presence.

Skills

AI tools
Attention to detail
Microsoft Office

Education

Bachelor's degree in Business/Finance or related field
Pursuit of CFA/ CFP/ CAIA/ CIMA

Tools

Excel
PowerPoint
Word
Outlook

Job description

Victory Capital Management in Brooklyn, Ohio, is seeking a Relationship Associate to support our Institutional Sales team. You will professionally communicate with institutional clients and internal staff while providing information, analysis and support.

You will help prepare monthly or quarterly reports, assist with data requests, coordinate with investment teams to detail performance, and support the sales force in expanding our institutional presence.

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