Relationship Associate - Institutional Sales

Victory Capital•Brooklyn, OH

4h•$100,000 - $110,000•Onsite

About The Position

Victory Capital is looking for a self-motivated, detail-oriented individual with a strong interest in the Asset Management field to join our Institutional Team in Brooklyn, Ohio. The successful candidate will be able to professionally communicate (written and verbally) with our institutional clients and our internal staff while providing information, analysis and support. This individual will assist our Relationship Managers as they provide information to our large institutional clients and will also assist our Sales Officers as they seek new business. Ideally, this individual will progress to having direct interaction with our clients, consultants and prospects and develop into a Relationship Manager or Sales Officer focused on one or more of these constituencies.

Requirements

Bachelor's degree in Business, Finance or related field
Confident with use of Microsoft Office; particularly Excel, Power Point, Word and Outlook
3+ years’ experience in asset management industry or in a closely related financial field
Demonstrated familiarity with artificial intelligence (AI) tools and technologies
Strong organization skills/ Attention to detail
Ability to problem solve and spot issues proactively
Must work well independently and collaboratively

Nice To Haves

3+ years of professional experience in investment management within a bank, brokerage, insurance company or similar financial organization.
Evidence of a strong interest in the asset management field including pursuit of advanced degrees (CFA, CFP, CAIA, CIMA) and/or general market knowledge

Responsibilities

Prepare and deliver Monthly or Quarterly reports in partnership with Relationship Managers.
Assist with data requests from clients and internal partners
Work with investment teams to secure narrative and statistics that further detail strategy performance and positioning
Assist in streamlining areas of data gathering and distribution
Work with sales team to further develop our presence in the institutional market
Deliver competitive information to the sales team as requested
Develop and enhance our social media presence through individual efforts