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About the Role
The Consultant Relations Associate will support the firm’s relationships with institutional investment consultants by assisting with consultant-related communications, searches, meetings, and projects. This role requires strong follow-through, interpersonal skills, and a foundational understanding of the institutional asset management landscape.
Responsibilities
- Support the Global Head of Consultant Relations and broader Sales team in managing relationships and communications with institutional investment consultants.
- Coordinate consultant-related requests, meetings, searches, and other initiatives, partnering with internal teams to ensure timely and accurate follow-through.
- Serve as a liaison between the Sales team, consultants, and internal resource groups, including RFP, Research, Marketing, and Operations.
- Own and support consultant-driven search opportunities, tracking activity from initial notification through the final presentation process.
- Maintain accurate consultant, opportunity, activity, and relationship information within Salesforce and other relevant databases.
- Develop and maintain knowledge of consultant firms, including their business models, client segments, key decision-makers, investment preferences, and areas of focus.
- Track and analyze consultant-related activity and metrics, including meetings, ratings, searches, opportunities, and wins, to support reporting and broader sales efforts.
- Support ad hoc projects and initiatives while managing multiple priorities in a fast-paced, less structured environment.
- Duties, responsibilities, and activities may change at any time.
Requirements
- 3–5 years of relevant professional experience, preferably within asset management, financial services, consultant relations, sales support, client service, or a related field.
- Foundational understanding of the institutional asset management landscape.
- Strong written and verbal communication skills, with the ability to build effective relationships across internal teams and with external consultants.
- Proficiency with Salesforce.
- Strong proficiency with Microsoft Office, particularly Excel and PowerPoint.
- Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product.
- Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits.
- Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well.
- Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively.
- Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance.
- Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence.
- Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables.
- Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions.
Skills
- Salesforce
- FactSet
- eVestment
- Microsoft Office
- Excel
- PowerPoint
Experience Level
- 3-5 years
Salary/Compensations
- $110,000 - $125,000 Annually
Benefits
- Additional health cover
- Life assurance
- Income protection
- Pension
- Firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs
- Mentorship Program
- Lunch & Learns
- Sponsoring workgroups and committees to recommend business improvements
- Team building activities in local offices and as a global firm
- Social events
- Holiday events
- Monthly birthday parties
- Pizza Thursdays
- Healthy snacks
About the Company
- We are committed to the success and wellbeing of our employees.
- We are proud of our culture and enjoy coming together as a firm.
Equal Opportunity
- Pzena Investment Management is an affirmative action – equal opportunity employer.
- We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all.
- We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work.
- We welcome and encourage candidates of all backgrounds and experiences to join our team.