Description

Company Overview:
Our client, an US asset manager is looking an institutional client associate to join the team

About the job:

• Develop and deliver marketing materials-including pitchbooks, quarterly reviews, and research reports-tailored to clients and prospects
• Collaborate with senior business development colleagues to address client inquiries by coordinating with global fund teams.
• Prepare client presentations and respond to RFPs in partnership with the global RFP team and portfolio managers.
• Organize and manage regional roadshows, working closely with client coverage teams and portfolio managers; oversee translation and localization of materials.
• Facilitate client onboarding and provide ongoing support, including maintaining and updating the client database, tracking pipelines, and managing prospect engagement activities.
• Support sales initiatives and contribute to identifying and developing new business opportunities.
• Liaise with the marketing team to assist with administrative tasks related to conferences, marketing collateral, and ad-hoc projects.
• Document meeting discussions, track follow-up actions, and generate reports to ensure timely completion of outstanding items.
• Compile business presentations, research insights, and various documentation to support client and internal needs.
• Partner with team members on special projects and ad-hoc requests to drive business objectives.

Requirements:

• Bachelor's degree; CFA designation is an advantage
• Over 4 years of relevant experience within buyside, with exposure to institutional clients considered a plus
• Excellent organizational skills with keen attention to detail and a commitment to follow-through
• Demonstrated analytical and problem-solving capabilities
• Collaborative team player with strong interpersonal and communication skills
• Prior experience working within global asset management firms
• Proficient in English, Mandarin, and Cantonese-both written and spoken

Rewards:

• International platform with potential path to become sales

• If you're interested in this role, please click 'apply now'. Alternatively, for a confidential discussion on this role or to find out more opportunities in Financial Services Front Office, please contact Suzanne Tsang at suzanne.tsang@wilsonhr.com

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