Man Group · 3 months ago
Client Relations Associate
New York
Full-time
Hybrid
Entry Level
$80K/yr - $110K/yr
2+ years expMan Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients. They are seeking a Client Relations Associate to provide support for the US Sales Team, manage client inquiries, and coordinate various sales-related activities.
Financial Services
Responsibilities
Serve as a dedicated point of contact for all day-to-day client inquiries
Maintain CRM system with client records, activity and pipeline and coordinate all ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly review packs
Support the US Wealth Sales team as required on all projects impacting existing client base and work with various internal stakeholders on strategic initiatives to improve the overall efficacy of the team
Manage client onboarding process by providing support and direction for complex investor transactions
Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences and client update calls
Deliver customized, standardized and ad-hoc reporting to our North American client base
Direct ongoing client subscription and redemption process ensuring flows are communicated in a timely and accurate manner
Organize and implement new commercial agreements and the ongoing maintenance of these agreements (Intermediary, Rebate, Platform, Custody agreements, etc.)
Coordinate client restriction list implementation, trade error notification and side letter attestation process in conjunction with Man Compliance team
Qualification
Required
Bachelor's degree and 2+ years of experience in a sales, investor relations or investment operations related role in a financial services firm
Excellent organization and time management skills to succeed in a high-pressure and fast-paced environment
Ability to develop strong-working relationships with clients, prospects and with individuals at all levels of the Man organization
Advanced Microsoft skills (PowerPoint, Word and Excel)
Interest across the spectrum of active alternative asset classes, including both systematic and discretionary public equity and fixed income (long-only and hedge funds), managed futures, private credit, and real estate
Preferred
Familiarity with Salesforce, MMD and other sales management tools a plus
Benefits
Competitive holiday entitlements
Pension/401k
Life and long-term disability coverage
Group sick pay
Enhanced parental leave
Long-service leave
Private medical coverage
Discounted gym membership options
Pet insurance
Company
Man Group
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Robyn Grew
CEO
Walter Owens
CEO Man Varagon
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