Title: Asset Management Distribution & Reporting Consultants (Pipeline role)Location: Remote - US
Type: Permanent or Subcontractor

QUALIFICATIONS:

• Strong communication, time management, and client-facing skills
• Deep knowledge of asset management distribution and investment management workflows, data, and systems
• Experience creating high-quality deliverables and facilitating workshops
• Understanding of asset management product vehicles: institutional and retail separately managed accounts (SMAs), ETFs, CITs, UCITs, Mutual Funds, GP/LPs

We are seeking experts with experience in one or more of the following areas:

• Asset Management Intermediary Distribution Data: broker dealer data packs, ISS Market Intelligence – MarketPro Suite, FINTRX, SS&C – WalletShare & SalesConnect, Broadridge
• CRM Administration: Salesforce, Microsoft Dynamics 365
• Sales & Relationship Management: client journeys & sales process optimization, institutional & intermediary hierarchy, RFP management
• Marketing: social media & digital marketing, thought leadership management, advertising & sales material development
• Investor Relations: investor lifecycle management, fund raising management, capital calls & distributions, investor reporting, investor requests & case management
• Client Reporting Tool Expertise: FactSet VRS, SimCorp Client Reporting Solution, Kurtosys, Assett

ROLE AND RESPONSIBILITIES:

We are seeking experts with experience in one or more of the following areas:

• Asset Management Intermediary Distribution Data: broker dealer data packs, ISS Market Intelligence – MarketPro Suite, FINTRX, SS&C – WalletShare & SalesConnect, Broadridge
• CRM Administration: Salesforce, Microsoft Dynamics 365
• Sales & Relationship Management: client journeys & sales process optimization, institutional & intermediary hierarchy, RFP management
• Marketing: social media & digital marketing, thought leadership management, advertising & sales material development
• Investor Relations: investor lifecycle management, fund raising management, capital calls & distributions, investor reporting, investor requests & case management
• Client Reporting Tool Expertise: FactSet VRS, SimCorp Client Reporting Solution, Kurtosys, Assette

KEY RESPONSIBILITIES:

• Lead and support client engagements from discovery to implementation
• Translate business needs into system requirements and future state designs
• Support vendor tool implementations with hands-on configuration and set-up
• Independently produce deliverables and SME content that is ready for client distribution
• Conducts research to answer questions and produce relevant client materials