Relationship Associate - Institutional Sales
Brooklyn, OH
About Victory Capital:
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.
Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.
General Summary and Purpose:
Victory Capital is looking for a self-motivated, detail-oriented individual with a strong interest in the Asset Management field to join our Institutional Team in Brooklyn, Ohio. The successful candidate will be able to professionally communicate (written and verbally) with our institutional clients and our internal staff while providing information, analysis and support.
This individual will assist our Relationship Managers as they provide information to our large institutional clients and will also assist our Sales Officers as they seek new business. Ideally, this individual will progress to having direct interaction with our clients, consultants and prospects and develop into a Relationship Manager or Sales Officer focused on one or more of these constituencies.
You Will:
Prepare and deliver Monthly or Quarterly reports in partnership with Relationship Managers.
Assist with data requests from clients and internal partners
Work with investment teams to secure narrative and statistics that further detail strategy performance and positioning
Assist in streamlining areas of data gathering and distribution
Work with sales team to further develop our presence in the institutional market
Deliver competitive information to the sales team as requested
Develop and enhance our social media presence through individual efforts
You Have:
Bachelor's degree in Business, Finance or related field
Confident with use of Microsoft Office; particularly Excel, Power Point, Word and Outlook
3+ years’ experience in asset management industry or in a closely related financial field
Demonstrated familiarity with artificial intelligence (AI) tools and technologies
Strong organization skills/ Attention to detail
Ability to problem solve and spot issues proactively
Must work well independently and collaboratively
Preferred Qualifications:
3+ years of professional experience in investment management within a bank, brokerage, insurance company or similar financial organization.
Evidence of a strong interest in the asset management field including pursuit of advanced degrees (CFA, CFP, CAIA, CIMA) and/or general market knowledge
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Target Compensation:
The target base salary range for this position is $100,000 - $110,000
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.