Consultant Relations Associate

Pzena Investment Management•New York, NY

21d•$110,000 - $125,000

About The Position

The Consultant Relations Associate supports Pzena Investment Management’s relationships with institutional investment consultants. Reporting to the Global Head of Consultant Relations, this internally focused role works with the Sales team and internal resource groups on consultant communications, requests, searches, meetings, and projects. The role calls for strong organization, responsiveness, follow-through, interpersonal skills, and a foundational understanding of institutional asset management in a fast-paced environment with shifting priorities. The associate coordinates consultant-driven opportunities and tracks them from initial notification through final presentation. They maintain consultant and opportunity information, monitor activity and metrics, and contribute to reporting and broader sales efforts. Duties, responsibilities, and activities may change at any time. The position offers an annual base salary range of $110,000–$125,000. Actual salary may vary based on factors including location, work experience, education, training, skill level, and market conditions. Base salary is one component of total compensation, which may also include a discretionary year-end bonus and employee benefits. Pzena Investment Management will not sponsor employment authorization for this position.

Requirements

3–5 years of relevant professional experience.
Foundational understanding of the institutional asset management landscape.
Strong written and verbal communication skills, with the ability to build effective relationships across internal teams and with external consultants.
Proficiency with Salesforce.
Strong proficiency with Microsoft Office, particularly Excel and PowerPoint.
Diligence and attention to detail; ability to monitor work for accuracy and quality.
Planning and organizing skills, including proactively prioritizing tasks and using time efficiently.
Collaborative interpersonal and teamwork skills, with professionalism, respect, honesty, openness to new ideas, and willingness to pitch in as needed.
Clear and professional communication across formats, including producing polished documents and presenting data effectively.
Dependability and receptiveness to direction and developmental feedback, with willingness to seek feedback to improve performance.
Initiative, ownership, accountability, and ability to work toward goals with growing independence.
Results orientation and critical-thinking skills to analyze work and ensure deliverable accuracy.
Problem-solving skills, including identifying causes and effects and analyzing information to reach appropriate solutions.

Nice To Haves

Experience within asset management, financial services, consultant relations, sales support, client service, or a related field.
Experience with FactSet and eVestment.

Responsibilities

Support the Global Head of Consultant Relations and the broader Sales team in managing relationships and communications with institutional investment consultants.
Coordinate consultant-related requests, meetings, searches, and initiatives, partnering with internal teams to ensure timely and accurate follow-through.
Serve as a liaison between the Sales team, consultants, and internal resource groups, including RFP, Research, Marketing, and Operations.
Own and support consultant-driven search opportunities, tracking activity from initial notification through the final presentation process.
Maintain accurate consultant, opportunity, activity, and relationship information within Salesforce and other relevant databases.
Develop and maintain knowledge of consultant firms, including their business models, client segments, key decision-makers, investment preferences, and areas of focus.
Track and analyze consultant-related activity and metrics, including meetings, ratings, searches, opportunities, and wins, to support reporting and broader sales efforts.
Support ad hoc projects and initiatives while managing multiple priorities in a fast-paced, less structured environment.