Institutional Sales Associate — Relationship Builder

Default Brand; Brooklyn (OH); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

Flexible PTO

Family Medical Leave

Education Tuition Reimbursement

401k with employer match

Job summary

Victory Capital in Brooklyn, OH, is seeking a Relationship Associate to support our Institutional Sales team and assist Relationship Managers with client communications and reporting.

You will work with investment teams to illustrate strategy performance, help streamline data gathering, and collaborate with the sales force to grow our institutional footprint. This role offers hybrid work and pathways toward Relationship Manager or Sales Officer roles.

Qualifications

• Bachelor's degree in Business, Finance or related field required.
• Confident with Microsoft Office including Excel, PowerPoint, Word and Outlook.
• 3+ years’ experience in asset management or related financial field.
• Familiarity with AI tools and technologies.
• Strong organizational skills and attention to detail.
• Ability to problem solve and spot issues proactively.
• Ability to work well independently and collaboratively.

Responsibilities

• Prepare and deliver Monthly or Quarterly reports in partnership with Relationship Managers.
• Assist with data requests from clients and internal partners.
• Work with investment teams to secure narrative and statistics on performance.
• Assist in streamlining data gathering and distribution processes.
• Collaborate with sales team to expand our presence in the institutional market.
• Provide competitive information to the sales team as requested.
• Develop and enhance our social media presence through individual efforts.

Skills

Attention to detail

Problem solving

Independent

Team collaboration

Organizational skills

Education

Bachelor's degree in Business, Finance or related field

Tools

Excel

PowerPoint

Word

Outlook

Job description

Victory Capital in Brooklyn, OH, is seeking a Relationship Associate to support our Institutional Sales team and assist Relationship Managers with client communications and reporting.

You will work with investment teams to illustrate strategy performance, help streamline data gathering, and collaborate with the sales force to grow our institutional footprint. This role offers hybrid work and pathways toward Relationship Manager or Sales Officer roles.