Institutional Business Development Associate

4 weeks ago

Vancouver, British Columbia, Canada Nicola Wealth Full time

We are seeking a highly motivated and experienced Associate, Institutional to join our team at Nicola Wealth. As a key member of our Institutional business development team, you will play a critical role in supporting the growth and continued innovation of our firm.

Reporting to the Vice President, Institutional Client Relationship Manager, your primary responsibilities will include:

  • Partnering with all aspects of the organization to support institutional business development activities, including coordinating the Request for Proposal (RFP) and Due Diligence Questionnaire processes.
  • Managing all data requests, including internal coordination and follow-ups.
  • Managing the prospect tracking process in Salesforce.
  • Preparing presentations for business development opportunities, including conferences and other speaking engagements.
  • Partnering with Marketing and the Portfolio Managers to support the development of collateral materials.

You will also be responsible for managing the client onboarding process, including coordination of internal meetings, coordination with Legal, Governance & Compliance for legal requirements, and communicating with clients as required.

Additionally, you will prepare investment portfolio reviews, including all supporting materials, client-specific updates, and schedule all review meetings. These reviews will include assisting in the portfolio compliance and monitoring responsibilities, as well as coordination of incoming and outgoing funds.

As a key member of our team, you will be responsible for managing day-to-day client requests and rapidly resolving any client queries in a personalized manner. You will also produce quarterly/ad hoc reporting as required and manage all databases, including eVestment and Preqin.

We are looking for a candidate with a strong entrepreneurial mindset, flexible and comfortable in a role where you move seamlessly between internal and external work. You will have a drive for excellence and team success, with strong communication and interpersonal skills to build and maintain trusted relationships.

Requirements include 3-5 years of related work experience in an Institutional investment team, an undergraduate degree in a related discipline, and completion of a graduate degree or MBA program is considered an asset. Working towards CFA or CIM designation is highly desirable.

Please include a resume and cover letter detailing your interest in this opportunity.

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