Direct message the job poster from Los Angeles Capital Management LLC
Nelli Arutyunyan, MAL, PHRca
Director of Human Resources at Los Angeles Capital Management LLC
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.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance, Analyst, and Marketing
Industries
Financial Services
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