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Ares Management · 4 hours ago

Associate, Americas Relationship Management, South

Charlotte, NC

Full-time

Onsite

Entry, Mid Level

$120K/yr - $135K/yr

2+ years exp

Ares Management is a leading global alternative investment management firm seeking an Associate for their South Region Relationship Management team in Charlotte, North Carolina. The role focuses on increasing the firm's assets under management from institutional investors through relationship development and involves a variety of responsibilities including project management, data analysis, and client servicing.

Asset ManagementBusiness DevelopmentCreditFinanceFinancial ServicesInsurance

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Partner with the C0-Head of South Region Relationship Management and other senior relationship managers responsible for marketing all of Ares’ strategies across Credit, Real Assets and Private Equity to prospective and current institutional investors in a sales support capacity

Serve as an additional point of contact for the South Region’s largest and most strategic institutional investor relationships

Collaborate with portfolio managers, investment product specialists, compliance officers, consultant relations staff, events professionals, operations, and portfolio administration personnel to organize client meetings, coordinate presentation material content, and respond to client servicing requests

Gather critical data to quickly respond orally and in writing to client information requests

Handle projects around the development of our solutions business, including marketing and prospecting efforts, thought leadership, and events

Lead internal demand assessment processes and manage the South Region’s prospective investor pipeline

Continuously track and analyze investor mandates and allocation preferences and conduct quantitative and qualitative market and competitor research to produce investor demand assessments identifying key prospects in the region

Organize, plan, and prepare materials for fundraising roadshows, meetings and calls with portfolio managers and senior leadership. Responsible for preparing briefing memos, agendas, and customized client materials

Lead performance reporting and measurement initiatives for the South RM team, via the delivery of weekly activity and fund pipeline reports, deadline summaries, important headlines in the region, and roadshow campaign trackers

Assist the South RM team in the creation of annual business plans which identify strategic initiatives, fundraising targets, and key performance indicators that inform the success of the South Marketing team and help prepare year end summary presentations of results and efforts of Team South

Responsible for tracking client contacts and meetings with investors and potential investors, including maintenance of Salesforce system, distribution of conference and meeting notes, and other organizational tasks related to supporting the South Region RM team

Qualification

Investment managementFinancial analysisCRM technologyExcel proficiencyPowerPoint proficiencyCommunication skillsOrganizational skillsTime managementInterpersonal skillsWriting skillsAdaptabilityCritical thinking

Required

A bachelor's degree is required, preferably with a major in Economics, Finance, General Business or Management, and outstanding academic achievement

Outstanding communication, writing, organizational, time management and interpersonal skills

Strong proficiency in Excel, PowerPoint, Word, and Outlook

Demonstrated ability to understand, analyze and articulate financial data, and make informed decisions

Strong work ethic and a high level of adaptability to shift priorities quickly in a fast-paced environment

Requires flexibility, excellent communication skills, writing skills and interpersonal skills, and the ability to prioritize tasks

Work experience in a position requiring a high level of integrity and sensitivity to confidential information

A self-directed individual with a can-do attitude, willing to work in an energetic team environment

Demonstrated ability to manage competing priorities and lead large scale projects to completion with a strong sense of ownership and accountability

Critical thinker with business judgment; inquisitive and committed to continual improvement/learning

Preferred

Series 7 and 63 preferred (or obtained within 120 days of employment)

Proficiency in CRM technology such as Salesforce is strongly preferred

2 - 4+ years of related experience in investment / wealth management, business management / strategy, accounting, consulting, or financial services, preferred

Benefits

Comprehensive Medical/Rx

Dental and Vision plans

401(k) program with company match

Flexible Savings Accounts (FSA)

Healthcare Savings Accounts (HSA) with company contribution

Basic and Voluntary Life Insurance

Long-Term Disability (LTD) and Short-Term Disability (STD) insurance

Employee Assistance Program (EAP)

Commuter Benefits plan for parking and transit

Access to a world-class medical advisory team

A mental health app that includes coaching, therapy and psychiatry

A mindfulness and wellbeing app

Financial wellness benefit that includes access to a financial advisor

New parent leave

Reproductive and adoption assistance

Emergency backup care

Matching gift program

Education sponsorship program

Company

Ares Management

Glassdoor4.1

Ares Management is an alternative asset manager focusing on credit, private equity, and real estate.

Founded in 1997

Los Angeles, California, USA

1001-5000 employees

http://www.aresmgmt.com

H1B Sponsorship

Ares 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

2025 (7)

2023 (1)