Senior Associate, Institutional Client Group (APAC)

RESPONSIBILTIES:

Build and maintain relationships both independently and by partnering with senior team members, while taking ownership of select accounts and conducting direct outreach.

Develop deep knowledge of firm products and narratives to confidently answer client questions, contribute to discussions, and support sales strategy and idea generation.

Support and contribute to fundraising efforts through meeting preparation, proactive follow-up, and coordination of roadshows and client-facing events.

Manage CRM (Salesforce) data with accountability for pipeline accuracy and progress, and assist in executing the overall sales strategy within a defined territory.

Leverage third-party data tools—such as Preqin, eVestment, and WithIntelligence—to provide actionable investor insights and intelligence for sales initiative.

Prepare and deliver presentations and reporting for internal stakeholders, incorporating client feedback, fundraising updates, and industry trends to inform decision-making.

Collaborate directly with portfolio management, investment, and reporting teams to ensure timely and accurate delivery of client information and reporting requirements.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

3 – 5 years of experience; within asset management or related sales roles preferred.

Bachelor’s degree required; a relevant field of study and internship experience are preferred.

Active FINRA Series 7 and Series 63 licenses required.

Fluency in English is required; additional language skills are not required, but Mandarin proficiency is a plus.

ABOUT YOU:

Strong interpersonal and communication skills, both written and verbal.

Collaborative mindset, working effectively with colleagues at all levels and locations.

Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.

Ability to work effectively, as well as independently, in a team environment.

Strong analytical skills with high attention to detail and accuracy.

Strong project management skills.

Proficient Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word.