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Consultant Relations and Public Market Sales, Senior Associate
(more about Macquarie)
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Unfortunately Macquarie has archived this job posting, they are no longer accepting applications.

Consultant Relations and Public Market Sales, Senior Associate

Join Macquarie Asset Management on our Consultant Relations and Public Market Sales Team. You will work closely with the three Senior Consultant Relationship Manager’s (CR) and one analyst covering North America and provides the opportunity to build your network in the institutional consultant community. This is a hybrid internal support / external-facing role.

Daily, you’ll support the team of Senior CR Managers in their dealings with research analysts, field consultants, and plan sponsors. It will be your duty to track and vet RFP’s, CRM activity/notes, mailing lists, Institutional Newsletters, special projects, and some (various) administrative tasks. You will also work closely with each senior partner on a business plan to maximize research analyst and field consultant penetration, and plan sponsor outreach within each territory.

Additionally, you will serve as the primary relationship manager for a group of tier 2/3 consulting firms (and potentially a secondary relationship manager for a group of tier 1 consulting firms). You will respond to all requests, book and run meetings, pursue and maintain ratings, and grow exposure. Direct prospecting to small and mid-market institutional plans is also expected.

Finally, it will be important that you build relationships with internal client service teams, portfolio managers, product, marketing, and RFP teams, etc. within Macquarie, and work as a member of a team.

Your key responsibilities will include:

  • Supporting the team in handling consultant requests
  • Helping to coordinate PM/PM proxy travel across distribution to maximize investment team members’ time
  • Working with the team to coordinate formal roadshows
  • Keep group documents including Roadmap, search/finals/wins tracking sheet, territory map and other working documents
  • Working with marketing to improve materials based on feedback from CR team and based on own experiences
  • Working with internal CRM experts at continuing to enhance CRM (Salesforce) database based on team recommendations
  • Working on special projects including exploring new markets, competitive analysis, market research and database searches.
  • Managing a group of tier 2/3 consulting firm relationships
  • Pursing and maintaining consultant strategy ratings
  • Traveling to consultant meetings with and without portfolio managers
  • Traveling to conferences and networking events
  • Coordinating conference calls and due diligence visits with prospects/consultants and appropriate product specialist or portfolio managers to discuss Macquarie strategies
  • Prospecting a group of institutional investors (pension plans, endowment, and foundations, etc.)
  • Ongoing research and focus surrounding the CR teams strategic initiatives. Understand regulations that may affect initiatives, tracking news/press releases related to specific consultants, etc.
  • Ensuring compliance with internal and external rules, policies and procedures as well as regulatory requirements

 An ideal candidate will have:

  • 2+ years’ experience with institutional investment consultants
  • Basic knowledge of financial marketplace and investment management
  • Experience with the sales of financial products
  • Strong presentation, communication, and organization skills
  • A team-oriented attitude coupled with the ability to effectively manage time
  • High motivation and great initiative

 Additionally, you will have:

  • Bachelor's degree
  • Series 7 and 63 (required within 6 months of hire)
  • Proficiency in Microsoft Office, especially Excel (required)

About Macquarie Asset Management

Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone.  Trusted by institutions, pension funds, governments, and individuals to manage more than $A795.6/$US508.9/£455.9/ €519.4 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate and transportation finance.

All figures as at 30 September 2022

Our commitment to Diversity, Equity and Inclusion 

The diversity of our people is one of our greatest strengths. An inclusive and equitable workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of ‘empowering people to innovate and invest for a better future’, we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

We equip our people with the support to work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.