VP, Client Advisory

Confidential; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Confidential in New York seeks an experienced Client Advisory professional to support long-only separate account clients and act as a product specialist for U.S. products. You will assist with investor meetings, prepare reports, and deliver data-driven insights to guide product positioning.

The role requires 7–9 years in client service for institutional/intermediary clients, excellent MS Office skills, and a proactive, collaborative attitude in a fast-paced environment.

Qualifications

• Experience in client advisory and supporting institutional/intermediary clients.
• 7–9 years of relevant experience.
• Strong interpersonal and communication skills with a client-service focus.

Responsibilities

• Support Client Advisory and Sales teams on diverse projects (presentations, letters, analyses).
• Prepare monthly/quarterly reporting and respond to investor inquiries.
• Conduct data analysis to provide insights on asset classes and product positioning.
• Assist with RFP/RFI processes and due diligence materials.

Skills

Relationship management

Financial markets

Qualitative analysis

Quantitative skills

Fixed income knowledge

Multi-tasking

CRM systems

Product champion

Communication skills

Microsoft Excel

Pivot tables

Adobe InDesign

Education

CFA/MBA preferred

Tools

CRM System

Adobe InDesign

Job description

This individual will serve as an integral member of the client advisory team with a primary focus on supporting the firm’s long-only separate account clients and a secondary focus on serving as a product specialist for the firm’s U.S. products. The ideal candidate will possess a demonstrated interest in and ability to complete the full range of investor relations functions and will also exhibit an interest and ability to manage and cultivate client and consultant relationships. The successful candidate will require extremely strong qualitative and quantitative skills. Responsibilities will include, but not be limited to, the following:

• Assist other members of the firm’s internal Client Advisory and Sales team on a wide variety of projects, to include but not be limited to:
• creating presentations,
• assisting with monthly or quarterly letters/commentaries,
• performing competitor analysis,
• setting up and comprehensively preparing for existing and prospective investor meetings and calls, and proactively following up in a precise, timely, and professional fashion.
• Prepare regularly scheduled monthly and quarterly reporting, and take the lead on responding to ad hoc investor inquiries
• Perform detailed data analysis to provide unique perspectives on relevant asset classes and the firm’s product positioning
• Participate and provide input in the RFI and RFP process and help develop a more streamlined, efficient, and scalable process to address these questionnaires
• Provide support in the production of due diligence materials
• Assist in preparing product reviews for senior management and marketers
• Process client inflows, outflows, and guideline changes
• Assist in managing contacts and sales notes in the firm’s CRM System
• Onboard new clients
• Serve as the product champion/specialist for the assigned product.

Required Skills:

• Aptitude for managing and cultivating client and consultant relationships
• Ability to thrive in a highly entrepreneurial, fast-paced, competitive work environment
• Proven interest in the financial markets
• Superior qualitative and quantitative skills
• Demonstrated knowledge of fixed income investment strategies
• Ability to effectively manage multiple deliverables and projects simultaneously
• Ability to forge and maintain internal relationships with members of Sales, Client Advisory, Investment, Legal, and Operations teams
• Willingness to work with a roll-up-your-sleeves, can-do attitude
• Superior verbal and written communication
• Exceptional team-oriented interpersonal skills
• High energy, strong work ethic, self-motivated, and results-oriented
• Extreme proficiency in the Microsoft Office suite (Word, Excel, and PowerPoint)
• Ability to perform v-lookups, if/then functions, pivot tables, etc.
• Experience streamlining processes with a focus on data governance
• Experience with Adobe Creative Suite (InDesign) is a plus

Background/Professional Requirements:

• CFA/MBA is preferred
• 7-9 years of relevant experience required
• Previous experience in a client service position actively supporting institutional and intermediary clients.