Company Overview
Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges. We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information. While PanAgora’s investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience. Innovative research plays a central role in our investment philosophy and process, and is an essential component of our firm’s ability to deliver attractive investment solutions. Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group. Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods.
We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources. Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates.
As a member of the Global Distribution team, the Business Development Specialist will align with PanAgora’s U.S. and International Sales and Consultant Relations groups whose shared objective is to build and deepen relationships with institutional investors. This role participates in all sales-related endeavors through the full cycle of the fundraising process, which includes prospecting, investment and operational due diligence, on-boarding and subsequent client servicing. The Business Development Specialist will be exposed to every facet of the distribution process, and as such, develop the skills necessary to further advance their careers towards becoming a Sales or Consultant Relations professional.
ESSENTIAL FUNCTIONS:
- Develop deep knowledge of PanAgora’s products, investment strategies, and asset classes, while demonstrating a strong interest in the institutional asset management industry.
- Facilitate client engagement by participating in meetings and conference calls with Sales, Consultant Relations, and potential investors.
- Serve as an internal point of contact for prospective investor opportunities, coordinating resources across the firm to ensure timely and comprehensive follow-up.
- Collaborate with investment teams to organize and maintain high-quality, up-to-date presentation materials that effectively communicate PanAgora’s investment capabilities.
- Manage investor documentation by using PanAgora systems to complete Requests for Proposal/Information (RFPs/RFIs) and Due Diligence Questionnaires (DDQs) for prospective investors.
- Qualifying prospects; including plan contacts, plan managers, the plan’s consultant(s) and other relevant territory information.
- Research leads using various PanAgora resources/online subscriptions (e.g. eVestment, Dakota, Simfund) in order to track down and qualify opportunities.
- Collaboration with Sales, Consultant Relations and Investment teams on RFPs, finals and onsite meetings.
- Competitive analysis of PanAgora investment strategies
- Attend prospect meetings as directed by Sales and Consultant Relations – onsite, and virtual meetings.
- Coordinate with other PanAgora departments (legal/compliance, client service, IT, investments/trading) as necessary.
QUALIFICATIONS:
- Motivated and positive mindset, with a strong drive to succeed.
- Accountable and self-directed, able to work independently while contributing to team objectives.
- Strong project management and problem-solving skills, with the ability to prioritize and execute multiple initiatives.
- Solid understanding of institutional products and the asset management industry.
- Commitment to building and expanding knowledge of PanAgora’s strategies and investment capabilities.
- Undergraduate degree. Major in Business, Economics, Finance, preferable.
- Progress or completion of CFA charter is a plus.
- Willing to pursue or already hold Series 3 a plus.
- High proficiency in PowerPoint and Excel and other financial-related technology tools.
- Hard working and eager to learn in a highly intellectual, collaborative environment.
- Well-organized and detail oriented.
- Ability to proactively investigate issues and follow through to resolution.
- Intellectual curiosity and motivated to become subject matter expert.
- Ability to work dynamically and manage multiple tasks/projects at one time while seeing each through to completion.
- Exceptional analytical and problem-solving skills with demonstrated ability to productively collaborate across teams.
- Strong oral and written communication skills.
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
Base Salary Range
$100,000 - $150,000
The posted salary range represents the company’s good faith estimate of the compensation for this position at the time of posting and the same is not a promise of a particular wage for any individual. Actual compensation may be dependent on a variety of factors including, but not limited to, the candidate’s experience, education or skills, and other factors.
**PanAgora is an equal opportunity employer and provides equal employment opportunities to job applicants and employees without regard to race, religion, sex, marital status, color, national origin, age, physical or mental disability, veteran status, pregnancy, ancestry or sexual orientation. PanAgora is committed to maintaining an environment that is free from discrimination as well as adhering to applicable federal and state laws.
