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Cutter Associates · 3 months ago

Asset Management Distribution & Reporting Consultants

United States

Full-time

Hybrid

Mid, Senior Level

Cutter Associates empowers leading asset managers and asset owners with essential intelligence. They are seeking Asset Management Distribution & Reporting Consultants to support client engagements across various areas, including distribution, CRM, and client reporting.

Asset ManagementConsultingData ManagementFinancial ServicesWealth Management

Culture & Values

Responsibilities

Lead and support client engagements from discovery to implementation

Translate business needs into system requirements and future state designs

Support vendor tool implementations with hands-on configuration and set-up

Independently produce deliverables and SME content that is ready for client distribution

Conducts research to answer questions and produce relevant client materials

Qualification

Asset Management DistributionCRM AdministrationClient Reporting ToolsSales & Relationship ManagementMarketing ExpertiseInvestor RelationsClient-Facing SkillsHigh-Quality DeliverablesFacilitating WorkshopsInvestment VehiclesCommunicationTime Management

Required

Strong communication, time management, and client-facing skills

Deep knowledge of asset management distribution and investment management workflows, data, and systems

Experience creating high-quality deliverables and facilitating workshops

Understanding of asset management product vehicles: institutional and retail separately managed accounts (SMAs), ETFs, CITs, UCITs, Mutual Funds, GP/LPs