Relationship Manager

  • Competitive
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • Equilend Holdings LLC
  • 16 Apr 18 2018-04-16

EquiLend is seeking a Relationship Manager to focus on creating a positive client experience for the user base by managing existing clients and the on-boarding of new clients. In addition, the Relationship Manager will be instrumental in the future development of DataLend with responsibility for gathering and documenting business requirements and creating new functionality.

Relationship Manager Responsibilities:

  • Manage relationships for book of DataLend clients
  • Proactively engage clients for training and demonstration of new functionalities
  • Provide quantitative support for client trading and reporting activities
  • Onboard new clients and analyze data
  • Use Excel and/or Excel VBA to create client facing reports and presentations
  • Improve data quality 
  • Work closely with internal teams, including Development, Client Services, and Sales to recommend business priorities, and advise on options and risks


Relationship Manager Requirements:

  • BS Degree required
  • 3-5 years of experience in the securities finance or financial services industry
  • Strong verbal and written communication skills
  • Experience communicating and working with front office clients
  • SQL experience preferred but not required
  • Microsoft Office with strong Excel skills, VBA is a plus
  • Experience creating screen mockups
  • Experienced in facilitating meetings and discussions with clients and internal teams
  • Knowledge of concepts related to financial markets and quantitative modeling of financial products
  • Detail-oriented and ability to manage multiple work efforts
  • Strong analytical and problem-solving skills