About SchrodersWe're a global investment manager.
We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.We have around 5,000 people on six continents.
And we've been around for over 200 years, but keep adapting as society and technology changes.
What doesn't change is our commitment to helping our clients and society prosper.The BaseWe are based at 7 Bryant Park in the heart of NYC.
And we have everything we need to work flexibly.
We operate a hybrid working model, with a requirement that our Private Debt and Credit Alternatives Sales Associate be in the office 3 days per week.
This is to sustain our culture of innovation, collaboration, knowledge sharing, and building relationships within the business.The TeamThis is an opportunity to work interdependently with an engaged team that sits within a global Private Asset Sales function at a global asset management firm.
Position OverviewThis is an excellent opportunity for an Associate level professional to join a growing team and support our global client base of Credit investors through client servicing, sales support and education.
Reporting to the Head of Private Debt and Credit Alternative Sales, in the Americas Client Group, this person will focus on contributing to revenue growth by working on relationships with current and prospective clients as a specialist, as well as relevant field consultants throughout the US, and partnering with the generalist client teams in the Americas.
This person will also interact with the Product management team globally and be imbedded in the generalist client servicing team for collaboration and teamwork purposes.
ResponsibilitiesThe successful candidate will work closely with client group leadership, consultant relations, marketing, and various investment teams in PDCA to help execute a strategic plan to attract and retain assets from a wide range of institutional investors (public, insurance, corporate, E&F, family office, etc), and the wealth market, across the Americas (U.S., Canada, LatAm, with some exposure to global investors).
Through collaborative internal and external relationship-building, this person will help to manage a strong pipeline of new opportunities across investment strategies.
He/she will be expected to help grow Schroders' AUM by nurturing relationships with both current and prospective institutional investors prior to the initiation of search activity in order to maximize the chance of success.
To accomplish these goals, he/she will be expected to: Be intellectually curious and understand markets and investment solutions at a level that allows you to be a valuable resource to the client, as well as respectfully challenge them when appropriate.Develop an understanding of investors' asset allocation framework and investment guidelines.
Research clients and prospects' asset allocations and help to provide sales ideas and areas of focus.Be collaborative internally, as a specialist function within a large and best in class multi-asset class manager, Grow and collaboratively manage a strong and diverse pipeline with the Head of PDCA Sales.
Travel to visit clients, prospects and attend industry events is expected over time as this person matures in their seat and responsibilities.
Travel will be in the Americas, inclusive of the US, Canada and LatAm.
Administrative Responsibilities Series 7 & 63Maintain a current and accurate record of all activity in Salesforce in collaboration with the Head of PDCA Sales and the generalist team.Optional participation in the CFA and/or CAIA program to further knowledge.Participate in periodic strategic budgeting and sales projection planning in collaboration with the Head of PDCA Sales, Product and the generalist teams.
Basic Qualifications Series 7 & 65Bachelor's degree2-5 years of experience in the institutional marketAbility to clearly and effectively communicate complex financial productsExcellent sales skills and in-depth market/product knowledgeAbility to travel 25% of the time, with the potential for more as they become more senior.
Preferred Qualifications Fixed income knowledge across public and private marketsKnowledge of alternative funds and structuresKnowledge of competitor universe in Credit markets CompensationSchroders offers a base salary in the range of $130,000 to $150,000 for this position.The referenced salary range is based on the Company's good faith belief at the time of posting.
Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.Schroders' Purpose