Account Manager, Institutional Corporate Client Group
Core
Supporting senior Account Managers in managing relationships with large institutional clients (retirement plans, treasuries) by preparing client materials, coordinating requests, and translating investment strategies into clear content.
Role type
Junior Account Manager (Institutional Client Coverage)
Builds
Client retention and new business opportunities for fixed income and alternative investment products
Domain
Asset Management / Fixed Income
Deliverable
dashboards & analysis
Required skills
Client relationship management, material development, cross-functional coordination, performance attribution analysis, strategic narrative creation, RFI/RFP support, multi-mandate execution
Preferred skills
CFA designation progress, familiarity with securities types and reporting frameworks, travel for client engagements
Technologies
None explicitly 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 portfolio positioning into client-ready content; Serve as central coordination for client activity and request management; Partner with investment teams for quarterly reviews and strategic discussions; Assist with RFIs/RFPs and client reporting; Refine client communications regarding strategies and performance attribution
Seniority
Junior, recent MBA graduate