Macquarie
Associate/Manager | Institutional Client Accounts
Macquarie, Phila, Pennsylvania, United States, 19117
Reference #: 11960 An excellent opportunity has arisen with Macquarie Asset Management to join the Client Solutions Group as an Associate/Manager, Institutional Client Account. This team is responsible for facilitating all client needs, onboarding of new client accounts (including institutional separate account clients and clients that invest in pooled vehicles), delivery of client reporting, and being an internal advocate for the client.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play? Press space or enter keys to toggle section visibility
As an Institutional Client Account Manager, you will be working in a cross- functional, highly-collaborative environment, supporting account management responsibility by partnering with Institutional Relationship Management, Consultant Relations and the Portfolio Managers to form a dedicated service team. In this role, you will develop strong relationships with internal support teams such as Compliance, Legal, Product Management and Operations to ensure a consistent and superior client experience throughout the client lifecycle and foster the strategic vision of the Relationship Manager.
What you offer Press space or enter keys to toggle section visibility
Bachelor's Degree in Business, Finance, or related field with 2-7 years' experience at an asset management firm working with US and non-US institutional and sub-advisory clients Securities Industry Essentials, Series 7 and Series 63 exams passed Knowledge of investments, including Fixed Income, Equity, Real Estate, Alternatives, and Private Equity product offerings Experience with Institutional separate account onboardings, project management, and CRM system/Salesforce High level of personal and professional integrity.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
About Macquarie Asset Management Press space or enter keys to toggle section visibility
In Macquarie Asset Management, you will join a global asset manager that aims to deliver positive impact for everyone. Join a team that is trusted by institutions, pension funds, governments, and individuals to manage billions 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, green investments, natural assets, real estate, and asset finance.
Benefits Press space or enter keys to toggle section visibility
Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:
Hybrid and flexible working arrangements One wellbeing leave day per year and minimum 25 days of annual leave Primary caregivers are eligible for 20 weeks paid leave along with 12 days of transition leave upon return to work and 6 weeks paid leave for secondary caregivers Paid volunteer leave and donation matching Range of benefits to support your physical, psychological and financial wellbeing Employee Assistance Program, a robust behavioural health network with counselling and coaching services Recognition and service awards
Our commitment to diversity, equity and inclusion Press space or enter keys to toggle section visibility
We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief.
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, or protected veteran status. Macquarie takes affirmative action in support of its policy to hire and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play? Press space or enter keys to toggle section visibility
As an Institutional Client Account Manager, you will be working in a cross- functional, highly-collaborative environment, supporting account management responsibility by partnering with Institutional Relationship Management, Consultant Relations and the Portfolio Managers to form a dedicated service team. In this role, you will develop strong relationships with internal support teams such as Compliance, Legal, Product Management and Operations to ensure a consistent and superior client experience throughout the client lifecycle and foster the strategic vision of the Relationship Manager.
What you offer Press space or enter keys to toggle section visibility
Bachelor's Degree in Business, Finance, or related field with 2-7 years' experience at an asset management firm working with US and non-US institutional and sub-advisory clients Securities Industry Essentials, Series 7 and Series 63 exams passed Knowledge of investments, including Fixed Income, Equity, Real Estate, Alternatives, and Private Equity product offerings Experience with Institutional separate account onboardings, project management, and CRM system/Salesforce High level of personal and professional integrity.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
About Macquarie Asset Management Press space or enter keys to toggle section visibility
In Macquarie Asset Management, you will join a global asset manager that aims to deliver positive impact for everyone. Join a team that is trusted by institutions, pension funds, governments, and individuals to manage billions 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, green investments, natural assets, real estate, and asset finance.
Benefits Press space or enter keys to toggle section visibility
Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:
Hybrid and flexible working arrangements One wellbeing leave day per year and minimum 25 days of annual leave Primary caregivers are eligible for 20 weeks paid leave along with 12 days of transition leave upon return to work and 6 weeks paid leave for secondary caregivers Paid volunteer leave and donation matching Range of benefits to support your physical, psychological and financial wellbeing Employee Assistance Program, a robust behavioural health network with counselling and coaching services Recognition and service awards
Our commitment to diversity, equity and inclusion Press space or enter keys to toggle section visibility
We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief.
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, or protected veteran status. Macquarie takes affirmative action in support of its policy to hire and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities