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.
Summary:
PanAgora is seeking a highly motivated and experienced business development leader with a strong technical background to lead our growth strategy across the institutional investment landscape. You will be responsible for developing and executing a comprehensive plan including managing a team of distribution professionals to expand our client base, revenue, and assets under management (AUM).
Primary Duties and Responsibilities:
- Develop and implement a strategic business development plan for the institutional market, setting realistic and ambitious goals for growth in defined benefit (DB) segments.
- Identify and cultivate relationships with key decision-makers at recordkeepers, retirement plan advisors, plan sponsors, and institutional investors.
- Lead the sales process for our entire suite of institutional investment solutions, effectively communicating our value proposition and demonstrating a deep understanding of client needs.
- Partner with product development and marketing teams to ensure our investment offerings are positioned competitively and meet the evolving needs of DB markets. Leverage your technical expertise to translate complex investment strategies into clear and compelling client presentations.
- Oversee a team of business development professionals, providing coaching and mentorship to drive high performance across DB segments via direct sales, intermediaries and sub-advisory. Integrate technical knowledge into your leadership approach to empower your team.
- Stay abreast of industry trends and regulations impacting DB markets, identifying new opportunities for growth, with a focus on leveraging your technical expertise to identify and capitalize on emerging investment strategies.
- Represent the firm at industry conferences and events, building brand awareness and thought leadership. Utilize your technical knowledge to deliver insightful presentations and engage in high-level discussions with industry peers.
Qualifications:
- Minimum 15 years of experience in business development or institutional sales, with a proven track record of success in the institutional investment market, including experience working with DB plan sponsors.
- Strong understanding of DB plan design, investment options, and regulatory environments for each.
- Developed leadership skills and executive presence to coach and mentor existing team of direct sales and investment consulting relationship professionals.
- Demonstrated ability to translate complex financial concepts into clear and concise language for both technical and non-technical audiences.
- Excellent relationship-building skills with the ability to build trust and rapport with key decision-makers across the institutional investment landscape.
- Proven ability to develop and execute strategic business development plans for complex sales cycles.
- Strong communication, presentation, and negotiation skills.
- Deep knowledge of the institutional investment landscape, current market trends, and the evolving needs of DB plan sponsors.
- A passion for helping plan sponsors and participants achieve their retirement goals.
- Strong investment acumen: ability to drive a technical sale and meet high expectations of sophisticated investors.
- Entrepreneurial spirit and ability to work in fluid, hands-on environments.
- Actively contribute to a culture that values collaboration, partnership and putting client and firm interests ahead of one’s own personal agenda.
- Strong understanding of quantitative investment strategies, asset allocation models, and risk management techniques relevant to institutional investing. Experience with performance attribution analysis and communication is a plus.
- While a strong understanding of our existing systematic investment solutions is a plus, it is not required. We are more interested in your passion for the institutional investment market and your proven ability to drive business development success across DB segments, with a strong emphasis on leveraging your technical and people management expertise.
**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.
