Consultant Relations Manager

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🕒 Maio 8

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of FEI FEI

FEI FEI

- funcionários

💸 Finanças

☁️ SaaS

Finance • Investment • SaaS

A FEI FEI é a First Eagle Investment Management (First Eagle Investments), uma empresa privada e independente de gestão de ativos com sede em Nova York e um legado que remonta a 1864. A empresa oferece serviços de gestão e consultoria de investimentos para profissionais financeiros, investidores institucionais e investidores individuais em todo o mundo, disponibilizando fundos mútuos, ETFs, contas separadas, crédito alternativo e outros produtos de consultoria. A First Eagle enfatiza um pensamento disciplinado e não convencional, mitigação de riscos de queda, perspectiva global e conformidade regulatória em todas as jurisdições com divulgações específicas por tipo de investidor e atestados de investidores profissionais. A FEI FEI também inclui a Napier Park Global Capital e plataformas afiliadas de crédito alternativo sob seu relatório de AUM.

Descrição

• Execute strategic coverage plans to attain and retain buy ratings for all the firm’s institutional strategies including public markets strategies and private markets strategies • Partner closely with business development, institutional sales, and relationship management teams for impactful coverage of key field consultants • Enhance standing with field consultants, monetize buy ratings and help retain current clients • Understand First Eagle’s distinctive investment strategies and effectively articulate them with consultants, clients, and internal partners • Share insights gleaned from conversations in the market with Institutional team members during weekly team meetings • Attend conferences and training to further build knowledge and skills • Partner with institutional distribution colleagues to implement long and short-term strategic initiatives for the consultant market • Develop business plans for focus consulting firms in assigned territory • Provide mentorship to the analysts/associates on the Consultant Relations team

🎯 Requisitos

• An undergraduate degree in finance, business, or related field; MBA and/or CFA preferred • 8+ years of experience working on the coverage of investment consulting firms • Experience working with credit and/or alternatives strategies • Actionable relationships and established credibility with select consulting firms • Exceptionally strong relationship management skills and ability to work effectively to build consensus internally and externally by upholding the values of respect and collaboration • The ability to creatively leverage intellectual capital and thought leadership to open doors and create commercial partnerships with research consultants • Strong knowledge of the institutional business and its competitive landscape • Ability to build strategic relationships with the investment consultant community by engaging as a knowledgeable partner in thoughtful and impactful conversations • Demonstrated track record of success attaining and retaining buy ratings from investment consultants as well as a track record of raising institutional assets through the consultant channel • A genuine team orientation with the ability to seamlessly collaborate with all internal stakeholders, including investment, infrastructure, and broader Institutional team members • High level of intellectual curiosity and critical thinking capabilities – an ability to anticipate market trends and utilize internal resources to adjust accordingly • Self-starting work ethic, high energy, entrepreneurial and resourceful – someone who “makes it happen” • Comfortable traveling 50%+ of working days to meet with consultants • Strong organizational and project management skills; ability to manage a diverse workload • Demonstrate temperament that balances teamwork, humility, patience, insight, hard work, urgency, and results • Excellent verbal and written communication skills, with demonstrable capacity to thoughtfully articulate investment insights.

🏖️ Benefícios

• Generous paid time-off • Medical/dental/vision healthcare plans • 401(k) retirement and profit-sharing plans • Flexible/hybrid work environment • “Dress for the day” flexible work attire

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