Associate, Americas Relationship Management, South

Job Description

SUMMARY

Ares Management is seeking an Associate to join our South Region Relationship Management team in Charlotte, North Carolina.  This role will be an integral member of the firm’s growing South Relationship Management Team (“South RM Team”). The Team’s focus and responsibility is to increase the firm’s assets under management from institutional investors including pensions, corporations, endowments & foundations, and single-family offices in the region through the development of new relationships and growth of existing relationships. The Associate will be responsible for a workload that includes ongoing responsibilities to run existing processes and projects (coordination of information flow, research, analytics, materials prep, events, conferences, logistics, roadshows, etc.)  This individual will have the opportunity to work in a fast-paced environment where they can develop both technical and interpersonal skills at one of the leading global alternative investment management firms.

Ares is a flat, flexible, and dynamic organization. The firm fosters a culture of collaboration, entrepreneurialism, integrity, and partnership, both internally amongst colleagues and externally amongst clients and other stakeholders.  The Ares team operates with a growth mindset, communicates transparently, and cultivates a high-performance and results-oriented environment.

REPORTING RELATIONSHIPS

Reports to: Managing Director, Co-Head of South Region, Americas Relationship Management

PRIMARY FUNCTIONS AND RESPONSBILITIES

• Partner with the C0-Head of South Region Relationship Management and other senior relationship managers responsible for marketing all of Ares’ strategies across Credit, Real Assets and Private Equity to prospective and current institutional investors in a sales support capacity.

• Serve as an additional point of contact for the South Region’s largest and most strategic institutional investor relationships.

• Collaborate with portfolio managers, investment product specialists, compliance officers, consultant relations staff, events professionals, operations, and portfolio administration personnel to organize client meetings, coordinate presentation material content, and respond to client servicing requests.

• Gather critical data to quickly respond orally and in writing to client information requests.

• Handle projects around the development of our solutions business, including marketing and prospecting efforts, thought leadership, and events.

• Lead internal demand assessment processes and manage the South Region’s prospective investor pipeline.

• Continuously track and analyze investor mandates and allocation preferences and conduct quantitative and qualitative market and competitor research to produce investor demand assessments identifying key prospects in the region.

• Organize, plan, and prepare materials for fundraising roadshows, meetings and calls with portfolio managers and senior leadership. Responsible for preparing briefing memos, agendas, and customized client materials.

• Lead performance reporting and measurement initiatives for the South RM team, via the delivery of weekly activity and fund pipeline reports, deadline summaries, important headlines in the region, and roadshow campaign trackers.

• Assist the South RM team in the creation of annual business plans which identify strategic initiatives, fundraising targets, and key performance indicators that inform the success of the South Marketing team and help prepare year end summary presentations of results and efforts of Team South.

• Responsible for tracking client contacts and meetings with investors and potential investors, including maintenance of Salesforce system, distribution of conference and meeting notes, and other organizational tasks related to supporting the South Region RM team.

QUALIFICATIONS

Education:

• A bachelor’s degree is required, preferably with a major in Economics, Finance, General Business or Management, and outstanding academic achievement.

• Series 7 and 63 preferred (or obtained within 120 days of employment)

Experience & Skills Required: 

• 2 - 4+ years of related experience in investment / wealth management, business management / strategy, accounting, consulting, or financial services, preferred.

• Outstanding communication, writing, organizational, time management and interpersonal skills.

• Strong proficiency in Excel, PowerPoint, Word, and Outlook.

• Proficiency in CRM technology such as Salesforce is strongly preferred.

• Demonstrated ability to understand, analyze and articulate financial data, and make informed decisions.

• Strong work ethic and a high level of adaptability to shift priorities quickly in a fast-paced environment.  

General:

• Requires flexibility, excellent communication skills, writing skills and interpersonal skills, and the ability to prioritize tasks

• Work experience in a position requiring a high level of integrity and sensitivity to confidential information 

• A self-directed individual with a can-do attitude, willing to work in an energetic team environment

• Demonstrated ability to manage competing priorities and lead large scale projects to completion with a strong sense of ownership and accountability

• Critical thinker with business judgment; inquisitive and committed to continual improvement/learning

Reporting Relationships

Compensation

$120,000 - $135,000 / annum

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.