Job Description
GQG PARTNERS LLC
Position Description:
Asset Management Associate
ABOUT GQG PARTNERS
GQG Partners is an SEC registered investment advisor with $100bn AUM. GQG offers long only equity strategies and investment management services to institutional, wholesale and retail clients across the globe. The company is headquartered in Ft. Lauderdale FL, with offices in New York, Seattle, London, and Sydney. GQG is publicly traded on the Australian Securities Exchange. The company currently employs approximately 160 associates.
GQG is passionate about investing and strives for the highest levels of excellence in a competitive industry. It is our responsibility to help investors secure their financial future and we are honored that our clients entrust us with their financial capital. We endeavor to create a business that is closely aligned with our clients’ financial interests. Our goal is to foster a culture that emphasizes performance and cultivate a highly desirable workplace where professionals can find opportunities for growth and development while delivering exceptional results for our clients. We strive for success at all levels of our organization through a commitment to independent thinking, continual growth, cultural integrity, and a deep sense of responsibility for the value and impact we each create.
ABOUT THE POSITION
Job Title: Asset Management Associate
Employment: Full-time
Location: New York, NY
The Asset Management Associate position is a two-year early career development program and a pathway for accelerated career growth and opportunity in the asset and investment management industry. Designed to attract and develop high-potential professionals who demonstrate passion, curiosity, and the desire to enter the asset management industry, this program is the platform from which proven candidates from their respective industries can quickly excel and evolve their career direction.
This rotational program combines training, mentoring, coursework, a variety of roles and responsibilities, and interaction with GQG leaders, while working alongside a cohort of collaborative team members. Program members build exceptional operational, business development, and analytical skills with an opportunity to select an operational area or assigned based on business need within a fast growing and industry leading organization. Asset Management Associate program members are viewed as the potential leaders and business drivers of our tomorrow by providing perspectives, insight, delivery, and solutions to support GQG to the next level of growth and success.
ROTATION RESPONSIBILITIES
Marketing:
• Support website layout, content creation, and site development
• Create and deliver internal and external communications from concept to outcomes
• Develop social media, website, digital and competitive strategies
• Prepare and present competitive analysis of website, social media, digital campaigns, and marketing content
• Coordinate multiple streams of efforts and projects
Client Service
• Assist with ad-hoc requests that enter Client Service inbox
• Support special projects as needed (e.g. helping with Salesforce reporting projects, building out relevant campaigns, etc.)
• Assist with client meetings as appropriate, including meeting-prep, calendaring, organizing meeting notes, gathering meeting follow up items, etc.
• Support client and broker onboarding
Internal Sales
• Prepare for and pass Series 7 (if applicable rotation)
• Present, message, deliver talking points of sales conversation
• Demonstrate confidence in sales process and strategies
Investment Operations
• Operational processes associated with investment accounting, reconciliation, reporting and post-trade operational requirements
• Trade Operations including metrics, fail trade reporting, and market trade matching
• Various reconciliation duties (fund, market, office, position, cash, TMV) including review, reporting, escalating, and sign-offs
• Reporting both internal and Proxy voting oversight and report generation
• Client Operations including billing, calculations, audit, cash flow management, restrictions
• Managed Account Operations including modeling, client and broker onboarding, and performance reviews
Request for Proposals (RFP)
• Complete due diligence and proposal in fast paced environment
• Develop critical content: Due Diligence Questionnaire (DDQ), GQG Annual Report, GQG Compliance Manual, GQG Prospectus, ASX Investor presentations
• Represent and present key areas including Trading, Compliance, ESG, and Diversity
• Complete new and existing business questionnaires and request that cover broad range of topics.
DESIRED CHARACTERISTICS
• Pro-active, self-driven, and self-motivated
• Solid analytical/logical mindset with attention to detail
• Strong written and verbal communication skills
• Confidence balanced with humility
• Agile and able to self-navigate quickly in new areas, teams, and responsibilities
• Ability to support several projects and responsibilities simultaneously
• Ability to work independently and as an active and collaborative team member
• Strong IQ and EQ, with an ability to influence and lead
• Fast learner, resourceful and curious
ABOUT YOU
• Bachelor's Degree demonstrating strong academic background
• Min 2-3 years of operational or finance experience
• Demonstrable interest in finance or investment management industry
GQG Partners LLC is an Equal Opportunity Employer and will not engage in unlawful discrimination on any basis prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination.
For more information about equal employment opportunity, please click here for “EEO Is the Law.” GQG Partners LLC may participate in E-Verify, please view the following links for details in English and Spanish. For information regarding your Right to Work, click here for details in English and Spanish.