
Client Solutions Professional, Consultant Relations
NEW YORK, NYJobSeen 5 days agoSeen in employer's feed 5 days ago
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Job overview
The Client Solutions Professional, Consultant Relations supports global institutional fundraising by partnering with senior client-facing professionals. The role prepares marketing materials, coordinates fund campaigns, maintains client data, and helps deepen relationships with consultants and institutional investors. It applies knowledge of private-fund marketing, cross-border marketing and foreign regulatory regimes, fund registration and SEC regulations, global consultant relations, and private-market financial products.
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Full job description
Support and help drive institutional fundraising efforts globally by partnering closely with senior client-facing professionals. Prepare high-quality presentations and marketing materials, coordinating fund campaign efforts, and contribute to deepening relationships with existing global consultants and prospects. Maintain and update client data by collaborating with internal investment, portfolio management and product teams to gather the latest insights and help position the companys strategies effectively with consultants and institutional investors. Support and help drive the efforts of senior institutional sales professionals globally. Execute timely preparation and follow-up for client and prospect meetings using approved marketing collateral. Assist in managing and coordinating institutional fund campaign efforts. Collaborate closely with investment teams to deliver up-to-date investment and product information to clients and prospects. Maintain accurate client information and update the Customer Relationship Management system and communication databases. Contribute to the broader institutional sales goals by helping identify investor needs and positioning the companys solutions effectively. Apply knowledge of marketing private funds; cross-border marketing and foreign regulatory regimes; fund registration process and SEC regulations associated with registered funds; global consultant relations; and, private market financial products. Requirements: Bachelors degree in Economics or a related field of study, plus one (1) year of experience with marketing private funds; cross-border marketing and foreign regulatory regimes; fund registration process and SEC regulations associated with registered funds; global consultant relations; and, private market financial products. Email resume to [email protected] or mail resume to Samantha Bacchus, Partners Group (USA) Inc., 1114 Avenue of the Americas, 37th Fl., New York, NY 10036. Must Ref# MP10215080NY.
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