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Coda Search│Staffing · Greenwich, Connecticut
We are partnering with a leading global systematic investment manager to hire an Associate for its Investor Relations Sales Strategy & Analytics team. This is a chance for a top-tier management consultant to move in-house at a premier alternatives firm, working directly with senior leadership on the priorities driving growth of the firm's U.S. Wealth business.
The role sits within the firm's Business Development group, which partners with clients across North America, Europe, Australia and the Middle East. Specifically, it joins the U.S. Wealth team, which covers taxable U.S. investors and their advisors through three channels: Family Offices, RIAs, Private Wealth Advisors at major banks/ broker dealers. The Associate will work directly with U.S. Wealth senior leadership, combining strategy, analytics and execution. The mandate is to help leadership make better decisions and keep the business focused on the right priorities.
Key
Strategy & Priorities
Partner with U.S. Wealth leadership to define and drive key business priorities and growth initiatives
Evaluate new business opportunities, including potential corporate investments and partnerships
Support market and competitor analysis to inform strategy
Identify issues, trade-offs and areas that require leadership attention
Analytics & Performance
Build analytical models, including demand, pipeline and financial models, to support decision-making
Analyze business performance and develop KPIs to track progress against goals
Partner with the sales team to analyze pipeline, client trends and areas of opportunity
Execution & Communication
Work across teams to keep initiatives moving and ensure follow-through
Prepare materials for leadership meetings and business updates
Support ad hoc projects across other channels, including Institutional and International Wealth, as needed
Candidate Profile
3–5 years at a top-tier management consulting firm (MBB or equivalent); experience in a Financial Institutions or Wealth & Asset Management practice is highly desirable
Bachelor's degree with an exceptional academic record
Working knowledge of the Wealth & Asset Management industry
Advanced proficiency in Excel and PowerPoint; Salesforce CRM experience is a plus
Excellent written and verbal communication, with the ability to build relationships across teams
Intellectually curious, with high integrity and ethical standards
Mature and thoughtful; equally effective in a collaborative team and working autonomously
A self-starter willing to roll up their sleeves and handle a wide range of issues
Highly organized, able to multi-task and manage competing deadlines
Looks beyond the surface to understand underlying details
Details
| Company | Coda Search│Staffing |
| Location | Greenwich, Connecticut |
| Type | FULL TIME |
| Niche | Full-time |