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Position Overview The Institutional Manager is a central point of contact for institutional clients of Schroder Investment Management North America. The role requires someone with the ability to understand all aspects of the client's accounts, including but not limited to legal, operational, compliance, and general investment product related issues. This role is part of a team of Institutional Managers who support the servicing and sales efforts of the Institutional Directors (IDs). The ideal candidate will be a team player, be focused on providing best in class client service and have the ability to help IDs win new business mandates. Responsibilities Relationship Management and Service Development (25%)
Proactively manage and develop relationships with Canadian clients and colleagues at Schroders to effectively complete your job.
Attain a deeper understanding of the needs and requirements of current and prospective Canadian Clients which will allow you to proactively shape and define the required service proposition for each key strategic client.
Coordinate the new account take-on process which includes but is not limited to gathering necessary documentation, coordinating efforts with the client and our Transitions team in London, and coordinating funding with the client. Ensure all internal procedures are followed and necessary information is obtained to register client on relevant systems and inform relevant internal departments as appropriate.
Coordinate and communicate authorized cash flows to the appropriate internal teams.
Support for and attendance at client events, as deemed appropriate by the ID and your manager.
Contribute, where appropriate, to the annual account planning process.
Follow the policies and procedures as defined by your manager that will allow you to effectively complete your job.
Keep up to date on Schroders products and vehicles.
Conduct research and analysis to quantify business opportunities to support institutional sales
Inquiries from Clients and Consultants (30%)
General assistance to ID when issues arise pertaining to the Canadian client base.
Respond promptly and professionally to requests from clients and consultants.
Promote client and consultant relations through excellent service and build sound working relationships with ID.
Ensure that ID is briefed on any client specific issues prior to any meeting. Prepare briefing papers as required and share information/insight that is relevant for the ID.
Act as the central point of contact for all client issues and act as the liaison with internal teams (i.e., portfolio management, operations, marketing, etc.) to get the issue resolved.
Production of Client Reports (30 %)
Preparation of accurate monthly/quarterly and ad hoc reporting in a timely manner.
Coordination of presentation material ahead of client meetings.
Maintenance of Records/Process Enhancements (15%)
Ensure all amendments to client file are processed and that the client file is kept up to date.
Ensure all internal records are scanned/filed properly and in a timely manner.
Ensure that all client and contact information is entered and logged into our CRM system.
Identify opportunities to improve processes and procedures.
Bachelor's degree required
3 - 5 years' prior experience with institutional client service
Series 7 and 63 licenses required (or ability to obtain within 6 months)
Advanced proficiency with Microsoft Office Suite (MS Outlook, Word, Excel and PowerPoint).
Strong team orientation
Enthusiastic and client-oriented mentality
Experience working with a broad array of asset classes preferred.
Strong interpersonal and written/verbal communication skills, including email correspondence. Demonstrated ability to explain relatively complex concepts in a clear and concise manner.
The role is prescribed within a well-established framework. However, the role holder is expected to play an active part in improving day-to-day procedures and how the work is to be tackled.
Thorough and attentive to detail.
Ability to multi-task and manage competing priorities while meeting deadlines.
Excellent judgement and problem solving skills; escalate issues as appropriate.
Experience with SalesForce.com and/or MMD preferred.
ADA Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990. EEO/Affirmative Action Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.