Associate, Institutional Relations

CI Financial•Chicago, IL

2d•$100,000 - $120,000•Onsite

About The Position

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. CI Segall Bryant & Hamill Asset Management is headquartered in Chicago, with offices in Denver, Philadelphia, New York, and St. Louis. The firm had over $29 billion in assets under management as of December 31, 2024. CI SBH offers a range of investment strategies and customized solutions for institutional and intermediary clients, including domestic, international, and global equity, in addition to fixed income and alternatives. CI SBH is a subsidiary of CI Financial Corp. CI SBH is seeking an Associate, Institutional Relations. The position’s objectives are to work with the external sales professionals and help gain and retain clients on SBH’s behalf. This entrepreneurial role requires a high-level of attention to detail, while working with Institutional Investors and coordinating their needs with external sales staff, marketing, internal client relations, compliance and portfolio managers.

Requirements

3-5 years of relevant experience.
Licensed or willingness to be licensed Series 7, 63
Must be 18 years of age or older.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Asset Management or investment consulting background would be ideal.

Responsibilities

Oversee communication and nurture relationships with investors, including handling investor requests for information
Develop appropriate messages for the investment community and ensure that communications are disseminated promptly, efficiently, and in accordance with all regulations
Analyze competitor positions to help sales staff improve new business win rate, as well as evaluate appropriate universes to help identify future sales opportunities.
Assist with clients and consultant due diligence onsite visits and quarterly update meetings.
Work closely with portfolio managers and marketing on product specific messaging, as it relates to new business presentations and quarterly outlook.
Coordinate and communicate with clients’ performance attributes and quarterly write ups.
Respond to investor diligence questions, DDQs and review high priority RFPs.
Maintain and create Salesforce data and Dashboards for sales staff.
Establish the Investor Client Relations organizational goals, objectives, and operating procedures
Event management for current and prospective investors
Conduct business with the highest standards of personal, professional, and ethical conduct