Consultant Relations Manager

First Eagle Investments•New York, NY

2d•Hybrid

About The Position

First Eagle is seeking an experienced Consultant Relations professional to join the Consultant Relations Team to help cover generalist consultants within the United States and Canada. This individual will report to the Head of Public Market Sales and Consultant Relations and will be an integral part of a team-based approach. The successful candidate will lead the coverage of select generalist consulting firms and may also provide secondary coverage, including outside of the territory of responsibility. This individual will bring energy, enthusiasm, credibility, and a strategic focus to collaborating and partnering with consultants, both research teams, field consultants and senior management, in order to establish and strengthen relationships with the consultant universe. This will require a thorough understanding of the firm’s capabilities, the U.S. consultant landscape as well as the research and approval process. This hire will utilize a strategic mind-set and knowledge of the institutional business in leveraging the firm’s expanding resources and product offerings to further elevate First Eagle’s brand as a world class investment manager, thought leader, and problem solver.

Requirements

An undergraduate degree in finance, business, or related field; MBA and/or CFA preferred
8+ years of experience working on the coverage of investment consulting firms
Experience working with credit and/or alternatives strategies
Actionable relationships and established credibility with select consulting firms
Exceptionally strong relationship management skills and ability to work effectively to build consensus internally and externally by upholding the values of respect and collaboration
The ability to creatively leverage intellectual capital and thought leadership to open doors and create commercial partnerships with research consultants
Strong knowledge of the institutional business and its competitive landscape
Ability to build strategic relationships with the investment consultant community by engaging as a knowledgeable partner in thoughtful and impactful conversations
Demonstrated track record of success attaining and retaining buy ratings from investment consultants as well as a track-record of raising institutional assets through the consultant channel
A genuine team orientation with the ability to seamlessly collaborate with all internal stakeholders, including investment, infrastructure, and broader Institutional team members
High level of intellectual curiosity and critical thinking capabilities – an ability to anticipate market trends and utilize internal resources to adjust accordingly
Self-starting work ethic, high energy, entrepreneurial and resourceful – someone who “makes it happen”
Comfortable traveling 50%+ of working days to meet with consultants
Strong organizational and project management skills; ability to manage a diverse workload
Demonstrate temperament that balances teamwork, humility, patience, insight, hard work, urgency, and results
Excellent verbal and written communication skills, with demonstrable capacity to thoughtfully articulate investment insights

Responsibilities

Execute the strategic coverage plans to attain and retain buy ratings for all the firm’s institutional strategies including both public markets strategies and private markets strategies
Partner closely with business development, institutional sales, and relationship management teams to ensure coordinated and impactful coverage of key field consultants; Enhance our standing with field consultants monetize buy ratings and help to retain current clients
Understand First Eagle’s distinctive investment strategies and effectively articulate them with consultants, clients, and internal partners
Share insights gleaned from conversations in the market with Institutional team members during weekly team meetings/calls, attend conferences and training to further build knowledge and skills, and share information about market trends, consultant appetite and industry developments with members of the team
Partner with institutional distribution colleagues to implement long and short-term strategic initiatives for the consultant market and develop business plans for focus consulting firms in assigned territory
Provide mentorship to the analysts/associates on the Consultant Relations team through close collaboration and guidance; by providing clear expectations and constructive feedback
Proactively respond to consultant requests including RFPs, quarterly requests and ad hoc outreach while keeping distribution colleagues well informed of all communications
Arrange and manage consultant due diligence visits and leverage appropriate investment and distribution resources
Communicate frequently with the Marketing and Product teams to enhance existing strategies and highlight potential opportunities while ensuring the teams are informed on relevant product development and consultant activity