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Relationship Management Associate

2 months ago

IL United States Driehaus Capital Management Full time
Relationship Management Associate

Driehaus Capital Management LLC is a leading investment management firm that offers a range of global, emerging markets, US growth equity, and alternative investment strategies. Our diverse client base includes corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers, and financial advisors worldwide.

Job Summary

We are seeking an entry-level Relationship Management Associate to support our Sales, Marketing, and Relationship Management Team. This role will focus on enhancing firm-wide revenue and profitability through administrative support of client retention and new business development.

Key Responsibilities
  • Provide administrative support to the Relationship Management Team, ensuring seamless execution of client-related tasks.
  • Coordinate administrative account opening activities for separate accounts, limited partnership, and collective investment trust accounts, ensuring timely completion of client-related documentation.
  • Prepare and distribute various reporting, reconciliation letters, quarterly invoices, and related correspondence to internal and external parties.
  • Audit monthly and quarterly proxy voting reports to ensure accuracy and compliance.
  • Assist with coordinating quarterly/annual client mailings, maintaining prospect and client files, internal databases, and Salesforce.
  • Review regulatory requests (OFAC/FinCEN/SDN) in internal databases and maintain sales pipeline in Salesforce.
  • Support the Marketing Team on an as-needed basis for Requests for Proposals, Due Diligence Questionnaires, and ad hoc sales requests.
  • Act as a backup for the Executive Assistant in preparing materials for client meetings.
  • Perform special projects and other duties assigned by the Senior Relationship Manager.
Requirements
  • Bachelor's degree in business, marketing, communications, or a related field.
  • Experience in a client services role supporting investment-based products and services is preferred.
  • Familiarity with in-house accounting reporting systems and basic accounting procedures.
  • Proficiency in Microsoft Word and Excel, with experience in Salesforce preferred.

Driehaus Capital Management LLC is committed to creating an inclusive work environment and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression, or any other characteristic protected by federal, state, or local laws.