Relationship Management Analyst

Relationship Management Analyst

About the Firm

Firm Mission

“Achieving Client Success through Research and Technology”

Los Angeles Capital, the “Firm”, is a global equity manager of assets for leading institutions around the world. The Firm is recognized as a pioneer in dynamic equity management, utilizing proprietary technology to engineer equity portfolios that adapt to today’s equity market. The Firm’s senior investment professionals have worked together for three decades developing models for measuring and forecasting return and risk of global equity securities. The Firm manages approximately $31 billion as of December 1, 2023, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives. The Firm has been ranked for seven years in a row by Pensions and Investments as one of the “Best Places to Work in Money Management.” The Firm’s working environment places a strong focus on teamwork and values work-life balance. The Firm offers a competitive compensation package that includes health care plans, 401(k), and top-tier benefits. The Firm is 100% employee-owned through a holding company structure and seeks to retain and motivate employees’ long term. Los Angeles Capital firmly believes the quality and commitment of the individuals are vital to the success of the Firm, ensuring that client expectations are exceeded.

Position Overview

Reporting directly to the Associate Director of Investor Communications & Marketing, the Analyst will work as part of the Investor Communications and Marketing Group (ICM), with specific responsibility for sales and marketing support for the Managing Directors, Relationship Management. It is expected that the Analyst will, in due course, become a junior point person for certain prospects and consultants. ICM is an integral part of the Relationship Management (RM) department, which is responsible for developing business relationships with prospective institutional investors and investment consultants and supporting the servicing of institutional clients. The Analyst will work closely with different members of the broader team, as well as with other departments as needed.

Key Job Responsibilities

• Providing sales support to Relationship Managers and assisting in prospect and consultant efforts
• Completing all sales support tasks including, but not limited to, arranging pre-meets, putting together prospect and consultant meeting briefs, taking meeting minutes, creating pitch books, printing and binding presentation materials, coordinating internal meetings, and maintaining distribution lists
• Assisting with existing client servicing requirements, as necessary
• Upkeeping consultant databases and undertaking broader ICM quarterly updates, as required
• Conducting quarterly eVestment competitor analysis for focus strategies, and using data to identify market trends
• Contributing to RFP and client DDQ assignments
• Managing and upkeeping CRM system, including regular activity screening to assist with the prospecting process
• Developing, formatting, and proofing marketing collateral, ensuring appropriate alignment with compliance and other internal procedures
• Assisting with trip management and coordination, ensuring an efficient travel schedule and open lines of communication between RM, Portfolio Management, and Research
• Supporting webinars and external events

Skills and Knowledge Required

• Bachelor’s degree in finance, marketing, communications, or related field
• A minimum of 2-3 years of professional work experience
• Strong academic credentials and skilled in Microsoft Office
• Mature team player who can thrive in a fast paced, yet collaborative work environment
• Highly organized, detail oriented, and committed to quality work product
• Excellent written and verbal communication skills
• Able to manage time effectively with competing priorities and deadlines
• Proactive problem solver with ability to work independently
• Strong sense of initiative, strategic thinking, and a desire to learn
• Ability to create trust and respect with peers, and manage interdepartmental coordination
• Superior CRM management skills
• Experience of driving topical content based on client feedback
• Experience of trend analysis and conducting market and prospect research,
• Experience creating materials, preparing for meetings, and undertaking follow ups
• Experience dealing with clients preferred but not required
• Highest ethical standards

This is a hybrid position based in Los Angeles, CA which requires weekly attendance.

Apply today!

Los Angeles Capital is an SEC registered investment adviser and required to track certain political contributions under rule 206(4)-5. Therefore, you will be required to disclose your prior political contributions.

Los Angeles Capital is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.

For more information about the company, please refer to our website at www.lacapm.com.

Personnel/Applicant Privacy Notice

Los Angeles Capital is committed to safeguarding the privacy of our personnel and job applicants. Los Angeles Capital does not "sell" (as that term is defined in the CCPA) your personal information. Please see the privacy notice for details: https://lacapm.com/files/9H6wltimZGhE/california-personnel-and-job-applicant-privacy-notice.pdf.