Relationship Management Associate Driehaus Capital Management LLC is a privately held investment management firm that manages global, emerging markets, US growth equity and alternative investment strategies. The firm has a diverse institutional client base comprised of corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers and financial advisors, globally. We are seeking an entry-level Relationship Management Associate to work within our Sales, Marketing, and Relationship Management Team. This position supports our relationship management efforts to enhance firm-wide revenue and profitability through the administrative support of client retention and new business development. Principal Duties and Responsibilities
- Provides administrative support to the Relationship Management Team.
- Responsible for administrative account opening activities for separate accounts, limited partnership and collective investment trust accounts, ensuring the completion of new account client related documentation.
- Responsible for preparing and distributing various reporting, reconciliation letters, quarterly invoices, and related correspondence to appropriate internal and external parties.
- Audits monthly and quarterly proxy voting reports.
- Assists with coordinating quarterly/annual client mailings.
- Maintains prospect and client files, internal databases (example: DMA/Geneva) and Salesforce, and updates related documents.
- Reviews regulatory requests (OFAC/FinCEN/SDN) in internal database.
- Maintains and tracks sales pipeline in Salesforce.
- Supports Marketing Team on an as needed basis to assist with Requests for Proposals, Due Diligence Questionnaires and ad hoc sales requests.
- Acts as a backup for the Executive Assistant in preparing materials for client meetings.
- Performs special projects and other duties as assigned by the Senior Relationship Manager.
Knowledge, Skills, and Experience:
- A bachelor's degree in business, marketing, communications or related field is required.
- Experience in a client services role that supported investment-based products and services is preferred.
- Must have familiarity with in-house accounting reporting system and basic accounting procedures.
- Proficiency in Microsoft Word and Excel is required. Experience with Salesforce is preferred.
Driehaus Capital Management LLC is committed to an inclusive work environment and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.