Investment Consultant Relations Specialist
4 weeks ago
Adams Street Partners is a global private markets investment manager with $60 billion in assets under management. We are 100% employee-owned, fostering a unique culture of collaboration, intellectual rigor, and a commitment to professional development.
About the RoleWe are seeking a highly motivated and organized Analyst or Associate to support our Consultant Relations team. The successful candidate will assist in developing and maintaining world-class relationships with research and field consultants at investment consulting firms.
Key Responsibilities- Support Consultant Relations colleagues in their day-to-day activities to generate buy-ratings and effectively position the firm's investment strategies and services with investment consultants.
- Develop a clear understanding of the investment consulting industry and institutional investors within the US and Canada, focusing on consultant's manager selection processes, client service models, consultant databases, reporting needs, and communication preferences.
- Prepare due diligence materials, consultant presentations, investor reporting materials, and modeling support for consultant relations marketers.
- Develop and organize internal processes and procedures to ensure consistency, integrity, timeliness, and quality of communications to research and field consultants.
- Exercise a combination of project management and hands-on execution to ensure that important projects are accomplished on deadline and with the highest quality standards.
- Conduct market and prospect research across the region to identify new business opportunities.
- Maintain a system to gather competitive intelligence and monitor industry events and trends, and ensure internal databases are updated and maintained.
- Collaborate with teams across the firm to support effective solutions that satisfy the requirements of a registered investment advisor.
- Complete special projects related to existing consultant relationships and firmwide strategic initiatives.
- Bachelor's Degree. CFA and CAIA designation or the intent to pursue those designations are a plus.
- Minimum of 1-2 years of related experience in a professional services firm, preferably with an investment management firm, consulting firm, accountancy, or investment bank in a research, data management, or client service-related role with a demonstrated capability of supporting research and analytics.
- Highest degree of integrity and professionalism.
- Strong problem-solver who demonstrates effective organization skills and follow-through.
- A high level of discipline and focus. A driven, results-oriented individual.
- Knowledge of private markets and the institutional client and consultant community preferred.
- Must work extremely well within a team-based environment while also being independent and self-motivated.
- Strong skill-set in Microsoft Excel, PowerPoint, and CRM systems required.
- Unconditionally respectful and courteous towards others. Balances strength of conviction with collegiality and sensitivity to all stakeholders.
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