Relationship Associate - Institutional Sales

Victory Capital; Brooklyn (OH); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Flexible PTO

Tuition Reimbursement

401k match

Job summary

Victory Capital is seeking a self-motivated, detail-oriented professional to join our Institutional Team in Brooklyn, Ohio. You will professionally communicate with institutional clients and internal staff while providing information, analysis and support to assist in client reporting and data requests.

This role offers exposure to our integrated platform, collaboration with Relationship Managers and Sales Officers, and the potential to grow into a Relationship Manager or Sales Officer focused

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 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 detail strategy performance and positioning.
• Assist in streamlining data gathering and distribution; support sales in expanding institutional presence.
• Deliver competitive information to the sales team as requested.
• Develop and enhance our social media presence through individual efforts.

Skills

Attention to detail

Independent work

Education

Bachelor's degree in Business, Finance or related field

Tools

Microsoft Office

AI tools

Job description

About Victory Capital

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Brooklyn, OH

About Victory Capital

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary And Purpose

Victory Capital is looking for a self-motivated, detail-oriented individual with a strong interest in the Asset Management field to join our Institutional Team in Brooklyn, Ohio. The successful candidate will be able to professionally communicate (written and verbally) with our institutional clients and our internal staff while providing information, analysis and support.

This individual will assist our Relationship Managers as they provide information to our large institutional clients and will also assist our Sales Officers as they seek new business. Ideally, this individual will progress to having direct interaction with our clients, consultants and prospects and develop into a Relationship Manager or Sales Officer focused on one or more of these constituencies.

You Will

• 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 that further detail strategy performance and positioning


• Assist in streamlining areas of data gathering and distributionWork with sales team to further develop our presence in the institutional market


• Deliver competitive information to the sales team as requested


• Develop and enhance our social media presence through individual efforts

You Have

• Bachelor's degree in Business, Finance or related field


• Confident with use of Microsoft Office; particularly Excel, Power Point, Word and Outlook


• 3+ years’ experience in asset management industry or in a closely related financial field


• Demonstrated familiarity with artificial intelligence (AI) tools and technologies


• Strong organization skills/ Attention to detail


• Ability to problem solve and spot issues proactively


• Must work well independently and collaboratively

Preferred Qualifications

• 3+ years of professional experience in investment management within a bank, brokerage, insurance company or similar financial organization.


• Evidence of a strong interest in the asset management field including pursuit of advanced degrees (CFA, CFP, CAIA, CIMA) and/or general market knowledge

Our Benefits

• Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation

The target base salary range for this position is $100,000 - $110,000

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.