Client Relations Associate
Client Relations Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Summary
This professional will be a core member of Investures Client Relations Team reporting to the Managing Director. The individual will be primarily responsible for providing daytoday support and content generation for client meeting presentations reporting and other customized communications for client boards and committees. The incumbent should have a client service mindset with experience in best practices of client service and communication with a strong interest in serving nonprofits. The candidate must be able to design prepare and deliver highquality communications and reports that analyze and effectively communicate portfolio information to client boards and committees. An understanding of institutional multiasset class portfolios and/or a strong desire to learn and understand these portfolios (coupled with strong analytical skills) is required.
The ideal candidate should possess a natural curiosity an affinity for the clientcentered nature of the work and a passion for collaborating as a team. This individual will be highly organized and detailoriented with the ability to multitask and thrive in an everchanging environment and a willingness to continuously improve. Cultural fit humility and maturity are imperative. The position is based inoffice with a remote option on Fridays and during the summer a remote option for Thursdays and Fridays.
Investure will not sponsor H1B or other employmentrelated visas for this position.
The Company
Based in Charlottesville Virginia Investure was founded in 2003 to serve as the outsourced investment office to a select number of nonprofit endowments and private foundations. Managing assets of approximately $18 billion as of August 2024 Investure is responsible for portfolio management asset allocation and manager selection investing across a number of asset classes including fixed income and credit global public equities alternative investments (e.g. hedge funds private equity venture) and real assets. Investure has a fastpaced culture where there is a vast opportunity for learning and strong expectation of teamwork collegiality and integrity. We are a missiondriven organization that values continuous improvement excellence and employee engagement.
Essential Functions
Responsible for supporting the Client Relations Team with various responsibilities including but not limited to the below:
- Client/Prospective Client Presentations and Reporting
- Efficiently manage development of client materials from concept to final approvals for senior management; create and support content development of client investment committee (IC) and board presentation materials whether in written communications PowerPoint or analytical reports; prepare edit and manage ongoing updates and enhancements to these client deliverables
- Partner with Investures Reporting & Analytics Team and utilize Investures software tools to extract data as necessary and synthesize into client deliverables; understand how and where client and portfolio data originates and what drives performance to translate exposures and performance information into IC presentations regular reporting board presentations and written narratives or other portfolio reporting for client committees boards and staff
- Execute and help facilitate distribution of regular client reporting including monthly quarterly and annual client reporting
- Oversee accurate completion of ad hoc requests or analyses from clients and also for internal principals and team members
- Provide current and prospective clients with due diligence information necessary to understand the firms business and investment strategies; respond to RFPs questionnaires and similar requests
- Understand compliance considerations and necessary disclosures for outgoing materials/analyses
- Client Relationship Management
- Help coordinate maintaining internal CRM system including logging client contacts pipelines calendars client calls meetings and other relevant client updates
- Attend and listen to all IC meetings take notes and produce and manage process around approving clients IC minutes
- Manage process and prepare responses to outstanding client inquires requests and other followup ensuring timely and accurate responses
- Ensure clients portfolios and unique qualities are captured in presentations analyses and internal CRM system
- Direct content creation for onboarding of new clients and/or new client staff and IC members
- Research and produce insightful content on ad hoc educational topics for clients (both IC and client staff)
- Regularly track industry publications and databases for relevant market knowledge competitive data and client searches
- General / Other
- Take interest in and stay informed of potential and current investments investment philosophy and process and macroeconomic events that may affect client portfolios
- Support distribution of deliverables to clients
- Assist in planning of client events
- Closely collaborate with the other members of the Client Relations Team in envisioning and implementing ways to improve client service overall
Education Experience & Skills
- Strong academic background and Bachelors degree with proven academic achievement required; a focused degree in math science computer science economics or finance preferred
- 3 to 5 or more years of relevant work experience (finance investment management consulting or related industry experience strongly preferred)
- Strong interpersonal writing and presentation creation skills knowledge of presentation and communication best practices; data visualization and data communication skills a plus
- Experience collaborating and leading crossdepartmental projects and strong project management skills
- Strong analytic and quantitative skills
- Excel and PowerPoint capabilities required; Experience with Salesforce and Addepar a plus but not required
- Strong attention to detail as well as organizational and time management skills; able to manage competing and evolving deadlines and multitask
- Able to handle confidential and sensitive information with a high degree of professionalism
Guiding Principles
- Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives
- Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous selfevaluation of successes and failures
- Service: Puts others first. Illustrates mission driven outlook and approach
- Stewardship: Puts longterm interests above shortterm goals. Focuses on the greater good
- People: Demonstrates passion and excellent judgment. Treats others with respect helps when and how needed and is respectful of the needs of others
- Teamwork: Takes a collaborative and selfless approach. Operates under the Golden Rule
- Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals
Position Based Competencies
- Accuracy: Identifies and corrects mistakes; does not repeat past mistakes; demonstrates strong attention to detail
- Team Orientation: Comfortable taking direction or taking the lead; receptive to feedback
- Process Management: Creative and innovative thinker who can simplify and improve complex procedures
- Communication: Excellent interpersonal skills; professional and diplomatic demeanor
- Planning: Can orchestrate multiple activities at once to accomplish a goal; accurately scopes tasks and projects
- Adaptability: Selfdirected learner; effectively and positively embraces and manages Doesnt require constant direction
- Problem Solving: Strong analytical skills; Seeks input and builds consensus to drive team to desired solution
- Judgment: Demonstrates good decisionmaking based upon a mixture of analysis wisdom and experience; considers organizational impact
To apply for this position interested parties should visit our website: Experience:
Senior IC
Employment Type
Full-Time
