Associate, Institutional Sales

2 months ago

New York, United States Alger Full time

Description

Job Description:

The Associate, Institutional Sales & Service position will direct and execute critical tasks within the institutional sales group, which delivers optimal service and improves client retention and growth for Alger’s institutional client base. The role will assist in preparing client presentations, completing monthly and quarterly client reporting, responding to client requests, and providing detailed analyses to satisfy client and firm needs. If successful in this role, it is expected that over time, the Associate will have an opportunity to develop relationships and provide consultation directly to institutional clients and consultants. The Associate is expected to develop strong knowledge of the Alger process, institutional client portfolios, and investments in general to communicate effectively and accurately to clients regarding performance and account attribution. The Associate will also assist senior members of the team in the acquisition of new business through market research, coordinating sales campaigns, and securing new business meetings with consultants and prospects. In addition, it is expected that the Associate will continue their professional education.

Duties & Responsibilities: Commitment to achieving high client satisfaction: Demonstrate personal responsibility for quickly and accurately responding to client needs and delivering high quality materials and services to clients. Proactively seek new ways to enhance client satisfaction. Develop strong relationships with institutional clients and demonstrate efforts to grow existing business Personal drive to learn, achieve, and win in a team first environment. Commitment to lead by example on effort and achievement in a fast-paced culture. Patience to master the Associate role while gaining experience to earn increased responsibilities and opportunities in the future Develop proficiency in various software capabilities that assist in providing client and strategy information (including FactSet, eVestment, Salesforce, etc.) Focus on Process Innovation: Consistently strive to improve processes and data flow to better serve clients and help streamline the sales process. Develop new, original, and innovative ideas to meet client needs. Demonstrate awareness that our customers enable us to thrive as a business Team player: Demonstrate commitment to shared team goals; encourage team members to contribute their ideas and skills; collaborate with colleagues in other departments to ensure successful client and consultant interactions; work well within a team of professionals Knowledge of the Industry: Remain current and competent on issues and events that have an impact on our business and industry; gain insight into the ways that key events could impact our clients and our business goals Qualifications: Undergraduate Degree and ideally more than 3 years of experience in client service, sales, operations, portfolio management support or an equivalent combination of training and experience Cumulative Grade Point Average (GPA) of 3.0 or above in a 4.0 scale FINRA Series 7 and 63 preferred (if not, successful attainment required after hiring) Institutional asset management experience is preferred Advancement towards the CFA designation or an equivalent combination of training and experience preferred, but not required Skills: Successful candidates will have the confidence to interact professionally at the senior level, effective communication skills, excellent interpersonal skills, and flexibility to travel when required Strong analytical skills are a must Customer and results oriented Strong attention to detail and accuracy; ability to anticipate and act independently High energy, motivated Knowledge of business and investing, and eager to expand knowledge in all aspects of the institutional asset management business Team-oriented High ethical standards Proven leadership skills Compensation: Base salary anticipated to be $90-120k, plus discretionary bonus and outstanding benefits Working at Alger:  Alger is an entrepreneurial, privately owned firm that encourages and empowers its employees to be intellectually curious and continually improve. We seek individuals who can think independently yet work collaboratively, are motivated to be best in class, challenge the norm and have fun while doing it. Alger values its employees and rewards them accordingly. Alger provides ample training (see below) to employees and encourages employees to grow in their roles. This culture of continuous improvement is reflected by the fact that many Alger employees have worked at the firm for 10, 15+ years. We offer a comprehensive personal wellness program that provides resources to help you take charge of your physical well-being, encourage a healthy lifestyle and better manage health care costs. Alger also provides its employees with numerous ways to save and invest, including a comprehensive 401(k) with a generous employer match, financial planning tools, automatic investing plans and more. Underlying our financial wellness program is a strong educational platform. We’re focused on helping employees more easily manage their work and personal lives. Our life management programs include paid time off, sick leave, paid medical leave, paid parental leave, health club membership reimbursement program and helpful employee assistance programs.

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