Macquarie Asset Management, Consultant Relations Associate - Client Services

  • Competitive
  • Philadelphia, PA, USA
  • Permanent, Full time
  • Delaware Investments
  • 26 Sep 16

Macquarie Asset Management, Consultant Relations Associate - Client Services

Macquarie Asset Management (MAM; formerly known as Macquarie Funds Group) is a full-service asset manager, offering a diverse range of products including securities investment management, infrastructure and real asset management, and fund and equity-based structured products.

MAM comprises the following three divisions:
• Macquarie Infrastructure and Real Assets
• Macquarie Investment Management
• Macquarie Specialised Investment Solutions.

Consultant Relations Associate - Client Services


  • Maintain 20 + external consultant databases as required (monthly, quarterly, annually) with product and firm level data
  • Act as main point of data contact for Consultant Relations, Global Institutional Sales, Product Management and RFP group
  • Create custom reports for Consultant Relations group
  • Respond to RFIs, questionnaires and ad hoc consultant requests as needed
  • Primary point of contact for consultant requests for information, data verification and attestation, and searches
  • Verify all historical information (performance, characteristics, personnel, assets) residing on databases including product and firm specific narratives
  • Primary point of contact for firm and strategy level asset requests
  • Support RFP group as needed.

  • Ability to handle and prioritize multiple tasks with a short deadline.
  • Ability to work under pressure in a fast paced environment.
  • Ability to meet deadlines.
  • Strong organizational skills.
  • Strong communication skills, written and verbal.
  • Ability to analyze statistics.
  • Mature and flexible attitude.
  • Ability to interact appropriately with investment professionals.
  • Good judgment and interpersonal skills.
  • Energetic, with strong interest in investment business.
  • Team player with good detail and follow-up skills.
  • Ability to work independently.
  • Energetic and proactive in taking on additional responsibilities and projects.
  • Strong computer skills, with in-depth knowledge of Microsoft Word and Excel as well as the ability to quickly learn and apply numerous other applications.
  • College degree (BA/BS) required, preferably with a Business/Finance background.
  • 3 years Financial Industry experience.

Find out more about Macquarie at

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.

Advertised: 01 Jul 2016 Eastern Standard Time
Applications close: