Relationship Management Analyst - Alternatives

Davita Inc.; New York (NY); Hybrid; USD 75,000 - 125,000; Full time

Job summary

DWS Group is seeking a Relationship Management Analyst for the Alternatives Coverage Specialist team. This role will focus on sales support and client outreach, driving operational efficiency while building relationships with key stakeholders. The ideal candidate will have an understanding of Alternative asset classes and institutional client servicing experience. Join us to support our clients and shape the future of investing.

Benefits

Access to a range of benefits

Diversity and inclusion initiatives

Healthcare options

Retirement plan options

Qualifications

• Understanding of Alternative asset classes preferred.
• Institutional client servicing experience desired.
• Strong interpersonal, communication, and writing skills.

Responsibilities

• Support sales and AUM retention through marketing strategies.
• Produce and coordinate marketing materials for client meetings.
• Assist in RFP production for alternative products.

Skills

Interpersonal skills

Communication skills

Attention to detail

Time management

Self-motivated

Education

BA/BS degree

Tools

Microsoft Excel

Power Point

Word

Salesforce

Job description

Job Description:

Employer: DWS Group

Title: Relationship Management Analyst - Alternatives

Location: Boston or NYC

Job Code: #LI-LV2 #LI-01

About DWS:

Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are 'Investors for a new now'.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.

This is your chance to invest in your future.

Read more about DWS and who we are here.

Team / Division Overview

The position is an Analyst on the Alternatives Coverage Specialist team. The Alternatives Coverage Specialists work as product champions, liaising between the investment/portfolio management teams and the sales teams to drive product strategy, new business development, and client retention.

The focus of this role will be working alongside senior colleagues in prospect/client/consultant outreach, inbound requests, and Alternatives product rollout. As a member of the Coverage Group, you will partner with senior team members to develop relationships with internal and external stakeholders, assist in business development initiatives, and further drive operational efficiency.

Role Details

As a/an Relationship Management Analyst, you will (be):

Support sales and AUM retention by assisting in the development of an overall marketing strategy for Alternative products through a combination of working directly with Senior Coverage Specialists and various functions across the organization

• Proactively produce, update, and coordinate marketing materials necessary for prospect, consultant or client meetings, working closely with marketing review group to ensure regulatory compliance and accountability

• Respond to recurring and one-off information requests (related to performance, investment strategy, terms, etc.) from existing clients, consultants and prospects

• Assist in the production of various RFPs, eventually building the knowledge and expertise to manage the RFP production process from start to finish for the relevant alternative products

• Utilize our Client Relationship Management system and external data sources to run reports, ensure accurate data use and management, and track market trends and competitive intel

• Anticipate the needs of key stakeholders to facilitate and enhance the opportunity to drive new business development

• Build a thorough understanding of institutional asset management marketplace including the processes and "best practices" of selling to that market

• Strategically review processes and suggest improvements to streamline overall operations

• Build strong working relationships with Alternatives Coverage Specialists, relationship managers, client service managers, and other internal stakeholders

• Support the broader team in developing strategic initiatives and partnerships, and participate in client interactions (meetings, industry conferences, etc.) when given the opportunity

• Build subject matter expertise for the Alternatives products we offer, utilizing that expertise in support of the efforts of various groups in the business development process

We are looking for:

• Basic understanding of Alternative asset classes preferred

• Institutional client servicing experience desired

• Attention to detail, responsiveness to clients, efficient time management, and deadline driven mindset

• Self-motivated, excellent work ethic, and team-oriented with the ability to effectively coordinate across various internal and external stakeholders in a fast-paced, dynamic environment

• Aspiration to grow inside the organization and expand skill sets while bringing new and innovative ideas to all levels of the business

• Strong interpersonal, communication, and writing skills

• Proficient in Microsoft Excel, Power Point, and Word, with Salesforce familiarity strongly preferred

• BA/BS degree, or equivalent

License(s) required:

• FINRA Series 7 and 63 licenses or within three months of start date

What we'll offer you:

At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone.

The salary range for this position is $75,000 to $125,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.

At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

DWS' Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.

Privacy Statement

The California Consumer Privacy Act outlines how companies can use personal information. Clickhereto view DWS' Privacy Notice.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act;Employee Polygraph Protection ActandPay Transparency Nondiscrimination Provision.