Purpose of the role
To provide associate level support for the US Wealth sales team.
Specific 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 US Institutional 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
Key Competencies
- 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
- 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). Familiarity with Salesforce, MMD and other sales management tools a plus
Base Salary Range: The anticipated based salary range for this position is $90,000-$110,000 + benefits + a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
Our Culture, Values and Benefits at Man
Man Group is proud to provide the best working environment possible for all of its employees, and we are committed to equal opportunities. At Man Group we believe that a diverse workforce is a critical factor in the success of our business and this is embedded in our culture and values. There are a number of external and internal initiatives, partnerships and programmes that help us to attract and develop talent from diverse backgrounds and that encourage inclusion and diversity across our firm and the industry. Man Group is a Signatory of the Women in Finance Charter and the Race at Work Charter. Man Group is also a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact Peopleoperations@man.com. https://www.man.com/diversity
Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working. Employees are also offered two 'Mankind' days of paid leave per year as part of the Man Charitable Trust's community volunteering programme.
We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Additional benefits are tailored to local markets and may include private medical coverage, discounted gym membership and wellbeing programmes.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact Peopleoperations@man.com.
