Consultant Relations Associate

  • $75,000 to $95,000
  • New York, NY, USA
  • Permanent, Full time
  • GAM USA INC.
  • 05 Feb 18 2018-02-05

The purpose of the position is to support GAM’s institutional consultant relations effort in North America. This position will directly support the Managing Director – Head of Consultant Relations, North America and will act as their key liason for providing the highest level of support and service for consultants.

Main Duties & Responsibilities
• Help coordinate RFI/RFP responses and compile detailed investment strategy communication
• Prepare and adapt presentations and other marketing material for consultant meetings, and obtain approval by local compliance
• Maintain CRM (Microsoft Dynamics) to ensure reporting, contacts and mailing lists are up-to-date
• Manage on-going electronic mailings via the CRM
• Help coordinate portfolio manager and strategy roadshows across North America
• Ensure that consultant reports are accurate and delivered in a timely manner
• Establish strong relationships with internal GAM teams to ensure all consultant inquiries are accurately responded to
• Participate in consultant review meetings
• Manage ad-hoc consultant requests and ensure they are responded to by deadline given
• Perform other duties as assigned

Qualification and Requirements
• Computer literate, in particular with Microsoft Office products and a very high level of proficency in PowerPoint and Excel; familiarity with CRM systems
• Knowledge of the institutional market, investment products including alternative investments
• 3 to 4 years experience at an asset management or consulting firm preferred
• College degree required, with an MBA, CFA, CAIA a plus

Personal Attributes
• Excellent written and verbal communication skills
• Ability to recognise and distil most important information into useful formats
• Excellent organisational skills and attention to detail
• Good time management skills and accuracy of content
• Self-motivated, team player who applies ‘common sense checks’ to tasks
• Comfortable working to deadlines
• Able to think outside the box