Client Relations Associate

Man Group•New York, NY

16h•$80,000 - $110,000

About The Position

To provide associate level support for the US Sales Team. Serve as a dedicated point of contact for all day-to-day client inquiries. Maintain CRM system with client records, activity and pipeline and coordinate all ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly review packs. Support the US Sales team as required on all projects impacting existing client base and work with various internal stakeholders on strategic initiatives to improve the overall efficacy of the team. Manage client onboarding process by providing support and direction for complex investor transactions. Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences and client update calls. Deliver customized, standardized and ad-hoc reporting to our North American client base. Direct ongoing client subscription and redemption process ensuring flows are communicated in a timely and accurate manner. Organize and implement new commercial agreements and the ongoing maintenance of these agreements (Intermediary, Rebate, Platform, Custody agreements, etc.). Coordinate client restriction list implementation, trade error notification and side letter attestation process in conjunction with Man Compliance team.

Requirements

Interest across the spectrum of active alternative asset classes, including both systematic and discretionary public equity and fixed income (long-only and hedge funds), managed futures, private credit, and real estate
Bachelor’s degree and 2+ years of experience in a sales, investor relations or investment operations related role in a financial services firm
Excellent organization and time management skills to succeed in a high-pressure and fast-paced environment
Ability to develop strong-working relationships with clients, prospects and with individuals at all levels of the Man organization
Advanced Microsoft skills (PowerPoint, Word and Excel). Familiarity with Salesforce, MMD and other sales management tools a plus

Responsibilities

Serve as a dedicated point of contact for all day-to-day client inquiries
Maintain CRM system with client records, activity and pipeline and coordinate all ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly review packs
Support the US Sales team as required on all projects impacting existing client base and work with various internal stakeholders on strategic initiatives to improve the overall efficacy of the team
Manage client onboarding process by providing support and direction for complex investor transactions
Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences and client update calls
Deliver customized, standardized and ad-hoc reporting to our North American client base
Direct ongoing client subscription and redemption process ensuring flows are communicated in a timely and accurate manner
Organize and implement new commercial agreements and the ongoing maintenance of these agreements (Intermediary, Rebate, Platform, Custody agreements, etc.)
Coordinate client restriction list implementation, trade error notification and side letter attestation process in conjunction with Man Compliance team