Asset Management, Alternative Investments – Investment Specialist (Capital raising) – Vice President Full Time

As an Investment Specialist in Global Transportation, you will actively engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams.  You will represent Global Transportation on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing ‘first class business in a first-class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.

Job Responsibilities

• The Investment Specialist’s role is to know the portfolios they represent as if they were the Portfolio Manager (“PM”). The Investment Specialist should be fully integrated with the investment team to ensure that as much of the PM’s time as possible is devoted to investing.
• Work in close partnership with PM(s), including on business strategy, product strategy and distribution strategy.
• Accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies they represent internally and externally. Engaging with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans.
• Partner with the Client Advisors (“CAs”) and, where appropriate, the consultant sales team, to pitch for new business and will be the voice of the strategies in conferences, road shows, seminars and training.
• Implement guidelines and coordinating with other teams to ensure smooth on-boarding for new wins.
• Conduct Quarterly/Annual account reviews and is responsible for ensuring that the client has the information they need to be fully informed.
• Work closely with our client advisors across channels to represent Global Transportation strategies and develop business globally.
• Credible with both the PMs and clients – The IS team is the primary point of contact with the client on investment matters, i.e., portfolio results and positioning. As such, the IS must have complete credibility with both the PM and the client.

Required qualifications, capabilities and skills

• Demonstrated track record in developing business across a range of investor segments, including institutional, institutional, and sovereign.
• Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels.
• Excellent communication (written and verbal), analytical, financial, time management and organizational skills, attention to detail as well as interest in transportation assets (maritime, energy logistics, aviation, railcar, container leasing, vehicle fleets, etc.) will be hugely beneficial.
• Degree in Finance, Economics, or related subjects.

Preferred qualifications, capabilities and skills

• Comfortable working in a fast-paced environment across multiple time zones
• Strong multi-tasking, time management and problem-solving skills.
• Previous experience working with transportation / open-end funds will be beneficial
• Series 7 and 63 licenses helpful, but not required.
• Knowledge of or experience in Transportation sector is preferred.
• Ex-veterans with Naval experience are welcome to apply.
• A CFA or Master’s Degree in Business Administration would be additive.