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Marathon Asset Management · 2 days ago

Associate, Business Development & Investor Relations: Family Office, High-Net-Worth & Intermediary Platform Client Coverage; New York

New York, NY

Full-time

Onsite

Mid Level

$125K/yr - $140K/yr

3+ years exp

Marathon Asset Management is a global alternative credit manager managing approximately $23 billion in assets. The Associate will support the Business Development and Client Solutions team focused on Family Office, Private Wealth, and High-Net-Worth relationships, maintaining client service and accelerating the adoption of investment solutions.

Emerging MarketsFinanceReal Estate

Responsibilities

Partner with Business Development and Client Solutions Team to drive sales within assigned territory(s)

Support client relationships with Family Offices, RIAs, Private Banks, financial advisors and other intermediary clients/prospects by managing call and meeting scheduling, agenda development, email follow-ups and meeting notes

Maintain and update detailed internal CRM system to log all client and prospect-related activity on a daily basis

Maintain a high-level of client service by answering inbound inquiries and working with the broader Marathon team (Portfolio Managers, Operations, Marketing, Finance, Legal & Compliance)

Leverage third-party databases and research to establish and execute on territory plans, including trip planning

Detailed profiling of clients and prospects in order to understand their investment goals to better match our GP’s solutions with their needs

Demonstrated ability to understand and articulate GP’s sophisticated products (fund objectives, terms, exposures, strategy, positioning, performance attribution, etc) both verbally and in written form

Take a consultative approach in profiling prospective clients in order to understand their business, clients and investment challenges to better match GP’s solutions to their needs

Qualification

Financial services experienceAlternative credit knowledgeMicrosoft OfficeSalesForceCommunication skillsOrganizational skillsInterpersonal skills

Required

3+ years financial services experience (Asset or Wealth Management, Sales & Trading, Investment Banking, Hedge Fund or Private Equity etc); with a preference towards alternative credit-oriented experience or backgrounds

Excellent academic credentials including an undergraduate degree from a top-tier institution

Strong verbal and written communication (assessed via resume & case study assignment)

Technically proficient; Microsoft Office and SalesForce

Exceptional organizational skills with diligent and methodical approach to complicated tasks

Strong interpersonal skills, verbal and written communication

Ability to stay individually focused while also working well in a fast-paced, team environment