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Man Group

Manages investments across public and private markets

Client Relations Associate

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree and at least 2 years of experience in a sales, investor relations, or investment operations-related role at a financial services firm are required.
  • Interest across active alternative asset classes, including systematic and discretionary public equity and fixed income, long-only strategies and hedge funds, managed futures, private credit, and real estate.
  • Advanced Microsoft PowerPoint, Word, and Excel skills are required.
  • Strong organization and time-management skills are needed to work in a high-pressure, fast-paced environment.
  • Ability to develop strong working relationships with clients, prospects, and individuals at all levels of the organization.

Responsibilities

  • Serve as a dedicated point of contact for day-to-day client inquiries.
  • Maintain the customer relationship management system with client records, activity, and pipeline; coordinate ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly and quarterly review packs.
  • Support the US Sales team on projects affecting the existing client base and work with internal stakeholders on strategic initiatives to improve team effectiveness.
  • Manage the client onboarding process by supporting and directing complex investor transactions.
  • Coordinate prospect and client portfolio reviews, operational due diligence meetings, requests for proposals and due diligence questionnaires, roadshows, outreach campaigns, annual conferences, and client update calls.
  • Deliver customized, standardized, and ad hoc reporting to the North American client base.
  • Direct ongoing client subscription and redemption processes, ensuring flows are communicated accurately and on time.
  • Organize and implement new commercial agreements and maintain existing agreements, including intermediary, rebate, platform, and custody agreements.
  • Coordinate client restriction-list implementation, trade-error notifications, and side-letter attestations with the Compliance team.

Desired Qualifications

  • Familiarity with Salesforce, MMD, and other sales management tools is a plus.

About the Company

Man Group

Manages investments across public and private markets

Man Group manages investments for institutions, financial advisers and individual investors across public and private markets. Its Man AHL and Man Numeric businesses use computer models to select and trade investments, while other teams analyse companies and markets directly. Clients access strategies covering shares, credit and multiple asset classes through funds or tailored investment portfolios. The group earns management fees based on assets and performance fees when portfolios meet agreed return conditions, with systems supporting research, trading and risk oversight. The business traces its roots to a sugar brokerage founded in 1783 in the City of London.

Company size
1,001-5,000
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1783

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