Investor Relations – RIAs & Family Office (Midwest) - Director jobs in United States
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Marathon Asset Management · 6 days ago

Investor Relations – RIAs & Family Office (Midwest) - Director

Marathon Asset Management is a leading global credit manager with over $23 billion of capital under management. They are seeking a highly qualified individual to build relationships and grow market share with key centers of influence across RIAs and family offices, driving sales and AUM growth across various funds.

Emerging MarketsFinanceReal Estate
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H1B Sponsor Likelynote

Responsibilities

Build consultative relationships and grow market share with key centers of influence across RIAs (primary focus), family offices, high-net-worth investors, private banks and wirehouse community (relationships can span national accounts / CIO due diligence, financial advisors, and end clients)
Work in partnership with the Head of Intermediary Solutions, broader client solutions team and senior management to develop and maintain relationships with RIAs and other clients to drive sales and AUM growth across episodic and evergreen funds
Initiate calls to investors and meet face-to-face to discuss investment opportunities
Effectively articulate the firm’s investment philosophy and suite of investment solutions across global credit:
Asset-Based Lending / Specialty Finance (equipment leasing, healthcare, consumer) corporate credit (performing, stressed and distressed), Structured Credit (RMBS, CMBS, CLOs, ABS), Emerging Markets (hard currency), Real Estate (Residential & Commercial)
Lead investor meetings and presentations of strategy, investment philosophy and financial performance
Develop and maintain in-depth knowledge of financial markets, Marathon products and services and competitive landscape
Detailed oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes
Represent the firm at regional and national conferences
Provide management with assistance on sales reporting and data for overall business updates and planning
Generate and maintain continuous touchpoints by email, phone, Zoom and in-person with clients to build rapport, trust, and connectivity; assist with client service inquiries and requests

Qualification

Credit marketing experienceRelationship managementFinancial markets knowledgeSalesforce proficiencyAlternative investment strategiesDynamic environment adaptabilityMBACFACAIACommunication skillsOrganizational skillsTime management skillsTeam collaborationIndependent work ability

Required

This position requires candidates to work in person at our New York, Miami, or Los Angeles locations
5-10+ years' experience in a credit-focused (ideally private and public alternatives) marketing or sales role with strong proficiency in industry trends for intermediary and wealth clients
Clear grasp of the high-net-worth and intermediary investor community (RIAs, Private Banks, Wirehouses, broker dealers and OCIO) and be able to participate and drive a coordinated sales process and collaborate with various internal business groups to achieve capital raising objectives
Strong understanding of financial markets with particular knowledge of alternative private and public credit strategies in both private and registered structures (including ETFs, interval funds, BDCs)
Successful track record in developing new and managing existing relationships within the intermediary and high-net-worth community
Solid comprehension of the marketing and operational elements of private wealth firms
Excellent organizational and time management skills to succeed in an intense, fast paced environment
Excellent communication and presentation skills
Strong organizational skills; ability to prioritize targets and handle a busy calendar of meetings
Ability to work independently or collaboratively with teams
Ability and desire to work in dynamic and demanding environment
Excellent academic credentials including an undergraduate degree from a top tier institution; MBA, CFA or / or CAIA preferred
Travel Required

Benefits

Medical/Pharmacy
Dental
Vision
HSA
FSA
STD/LTD
Life Insurance
PTO
Commuter Benefits
Company provided lunches

Company

Marathon Asset Management

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Marathon Asset Management LP is a global alternative investment and asset management company with approximately $11 billion in capital

H1B Sponsorship

Marathon Asset Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (4)
2022 (1)
2021 (1)
2020 (5)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2016-06-22Private Equity

Leadership Team

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Scot Pasquale
Chief Financial Officer
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Jamie Raboy
Chief Operating Officer, Chief Risk Officer
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Company data provided by crunchbase