We have a current opportunity for a Senior Associate, Institutional Relationship Management on a permanent basis. The position will be hybrid based in New York. This is an urgent search so for further information about this position please apply today!
- Work closely with the relationship managers in supporting and growing institutional client mandates.
- Manage client meeting deliverables including RFP, DDQ, RFI, presentations and ad-hoc questionnaires
- Conduct market competitive research/analysis to stay abreast of industry trends
- Help maintain all client information and activities in Salesforce
- Min 2 years of relevant experience within investment management, consulting or sell side related
- Experience in real estate/REITs/equities/infrastructure/mutual funds
- Currently have or willing to obtain FINRA series licensing (6 or 7 and 63)