Sr Associate - Investor Relations

Phoenix Companies Inc.•New York, NY

29d•$150,000 - $200,000

About The Position

Nassau Asset Management ("NAMCO") is currently seeking a highly motivated, detail-oriented team player to join as a Senior Associate in its Business Development and Investor Relations team in the New York office. Candidates must have 3+ years of experience working in Marketing / Client Relations for an asset management business. NAMCO is a ~$26B global multi-strategy asset manager with expertise in leveraged credit, structured credit, real estate, alternatives and other asset classes, as well as expertise in portfolio strategy, asset allocation, ALM, and manager selection. NAM is a subsidiary of Nassau Financial Group, an insurance and asset management business. To succeed in this role, an individual must possess a strategic orientation, strong analytical skills, and potential for future relationship management. Outstanding organizational skills, judgment, and values are imperative. The successful candidate should possess the following attributes: Outstanding verbal and written communication skills Detail oriented and highly motivated Exceptional interpersonal skills and the ability to work in both a team-oriented environment and independently Strong presence and the ability to be versatile in a fast-paced, high-growth organization. Sensitive to and accountable for upholding high cultural standards Highly proficient in Microsoft PowerPoint, Excel, and Word

Requirements

Direct experience in Business Development and/or Investor Relations for an asset management organization.
Bachelor's degree required
3+ years of experience working in Marketing / Client Relations for an asset management business
Maintaining information within a CRM and producing reports
Natural self-starter with an appreciation for ownership, accountability, and commitment to the intensity and challenges presented by the needs of a growing business
Excellent interpersonal and communication skills
Strong presence and the ability to be versatile in a fast paced, high growth organization.
Sensitive to and accountable for upholding high cultural standards

Responsibilities

Assist in direct marketing to institutional investors including Consultants, Endowments, Family Offices, Insurance Companies, OCIOs, Pensions, Sovereign Funds, Banks, Hedge Funds and BDCs
Develop and continually update marketing and due diligence materials
Presentations, fund commentaries, DDQs, RFPs, monthly/quarterly letters, and other information requests from investors and prospects
Support management of new/initial and ongoing conversations with investors to promote quality lead generation and focus. Engage portfolio managers at the right stage and ensure advancement of dialogue
Provide client support across each of NAM's investment management affiliates including Nassau Global Credit, Nassau Private Credit, Nassau CorAmerica, and Nassau Alternatives Inc.
Facilitate client onboarding functions and ensure that portfolio managers are charged with continuous innovation in tracking activities
Coordinate and schedule investor meetings
Plan and coordinate client events such as on-site visits, LP annual meetings, webinars and other educational sessions
CRM and pipeline management
Work on strategic projects and new business initiatives
Manage relationship with 3rd party fund administrator and facilitate client onboarding functions
Develop and maintain web content for Nassau Asset Management and affiliate websites, working with NFG Marketing department
Manage all affiliates' social media accounts, including strategy and content creation
Coordinate reporting and client communication across Investor Reporting, Investment Accounting, Corporate Communications, and NFG Marketing
Identify opportunities to raise public awareness of Nassau Asset Management and affiliates through press releases and industry conferences
Perform other duties as assigned