Account Manager, Institutional Corporate Client Group
Core
Support senior Account Managers in managing relationships with large institutional clients by preparing client materials, coordinating requests, and translating investment strategies into clear content.
Role type
Junior Account Manager (Institutional Client Coverage)
Builds
Client relationships and investment solutions for institutional clients
Domain
Fixed Income / Asset Management
Deliverable
dashboards & analysis
Required skills
Client relationship management, material development, macroeconomic analysis, portfolio positioning, cross-functional coordination, RFI/RFP support, performance attribution interpretation, client reporting
Preferred skills
Financial services experience, consulting background, quantitative discipline background
Technologies
None stated
Responsibilities
Partner with senior Account Managers to support relationships with large institutional clients; Drive preparation for client meetings including development of tailored investor materials; Translate macroeconomic themes and investment strategies into client-ready content; Serve as central coordination of client activity managing requests; Partner with investment teams to prepare for client meetings and quarterly reviews; Assist with RFIs/RFPs and client reporting
Seniority
Junior, recent MBA graduate