Associate, Institutional Client Group (APAC)

RESPONSIBILTIES:

Partner with ICG Relationship Managers to build new and strengthen existing relationships across the APAC region, including Australia, New Zealand, Singapore, Taiwan, and China.

Learn about the industry, markets, client types, firm products, and narratives.

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

Coordinate, support, and help host APAC client visits to the U.S.

Contribute to a defined sales territory by managing CRM (Salesforce) data, actively overseeing the pipeline, and executing the overall sales strategy.

Utilize third-party data tools—such as Preqin, eVestment, and WithIntelligence—to gather investor insights and intelligence.

Compile data and create presentations and other deliverables for internal stakeholders, including updates on fundraising efforts, client feedback, and industry trends.

Coordinate directly with internal portfolio management, investment, and reporting teams to ensure timely delivery of information requests and client reporting.

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

0–3 years of experience.

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

FINRA Series 7 and Series 63 licenses are required for this role (an existing SIE is a plus). Employment is contingent upon obtaining these licenses within 6 months of hire. CIM Group will provide study materials and dedicated time to help you prepare and succeed.

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

ABOUT YOU:

Interest in financial services, including sales, capital markets, investments, and/or real assets.

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, both independently and in a team environment.

Strong analytical skills with high attention to detail and accuracy.

Strong project management skills.

Proficiency in Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word.