Consultant Relations Associate - Institutional Relationship Management & Business Development
About The Position
The Consultant Relations Associate position supports Acadian's investment consultant engagement efforts in North America which encompasses aspects of both relationship management and business development. This is a fast-paced role supporting senior members of the team. The position will interface with our consultant partners and requires significant internal collaboration across our Global Client Group, Investment, Operations and Compliance teams. Aspects of the role include regular and ongoing communication with internal teams and external contacts, coordinating, preparing and participating in consultant meetings and follow-up, maintaining lists of consultant contacts and opportunities, and coordinating monthly updates and outreach. This position is ideal for a dedicated, proactive, and motivated individual who understands the financial services industry and is seeking a long-term career in consultant relations, institutional sales, and/or other client-facing roles. Acadian supports a hybrid work environment; employees are on-site in the Boston office 3 days a week.
Requirements
- Bachelor's degree, finance/economics background a plus
- 1-5 years of financial industry experience
- Highly proficient in Microsoft Office including Outlook, Excel, PowerPoint and Word
- Strong interpersonal communication skills, both written and verbal
- Excellent attention to detail and ability to follow through
- Superior organization skills and the ability to prioritize time-sensitive tasks
- Ability to multi-task and work well under pressure in a fast-paced environment
- Team player with strong business judgment and positive attitude
Responsibilities
- Facilitate, schedule and prepare materials for consultant meetings
- Attend meetings/conference calls and write-up notes
- Ensure prompt responses to consultant inquiries and requests
- Manage and facilitate cash flows
- Maintain contacts, opportunities and activities in CRM system
- Facilitate targeted consultant communications
- Respond regularly to consultant inquiries and manage RFP/RFI/DDQ processes
- Provide ongoing qualitative and quantitative data maintenance to third-party consultant databases
- Acquire an understanding of Acadian's business processes and functional groups
- Act as a resource for Consultant Relations team members for ad hoc projects
- Be seen as a trusted, approachable and reliable contact for both our external consultants and internal teams
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
251-500 employees
