Associate, Client Service and Business Development
Position Description Title: Associate, Client Service and Business Development, East Coast Location: Greenwich, CT Role: This Client Service and Business Development position plays an important supporting role in the development and management of institutional client relationships in the North American market. As a member of the Client Service and Business Development (CSBD) team, the Associate will be exposed to all facets of the institutional sales and client service process including assisting in the development and management of relationships with institutional investors, investment consultants, multi-family offices, financial services firms, and distribution partners. This position directly reports to the Global Head of Client Service and NA Business Development in Greenwich. This position offers the opportunity for professional growth into a more senior client, consultant, and/or prospect facing sales and client service role. Impax Asset Management: Impax is an award-winning investment manager dedicated to sustainability investing - the opportunities created by the transition to a more sustainable economy. Impax offers a broad range of strategies managed by both its London based team (Impax London) and its Portsmouth, NH based team (Impax New Hampshire). Impax is regarded as a thought leader in defining the markets in which it invests and is seeing rapidly accelerating interest in sustainable investing among Endowments, Foundations, corporate and Public Plans, and other investors. To accommodate this increased interest, we are expanding our client service and business development team. Impax London: Our listed equity and private equity strategies focus on companies that are set to benefit from the long-term trends of rising global populations, wealth, and consumption, increasing urbanization, and the resulting demand for resource optimization. Impax invests in companies involved in energy efficiency, alternative energy, water, waste/resource recovery, food, agriculture, and sustainable forestry as well as in broader themes around basic needs, evolving health care challenges, financial inclusion, and related markets. Impax's private equity infrastructure funds invest in the development of renewable power generation and related assets, primarily in Europe. Impax New Hampshire (formerly Pax World Management LLC), is investment adviser to Pax World Funds (Pax) and a pioneer in the field of sustainable investing. Impax-US offers a diverse lineup of eleven mutual funds and strategies focused on the risks and opportunities associated with the transition to a more sustainable global economy: - Active U.S. Equity: High conviction, fundamental large cap, mid cap and small cap strategies - Smart Beta U.S. Equity: Quality and dividend multi-factor investing strategies - Passive International Equity: Diversified non-U.S. developed markets strategy targeting ESG leaders - Global Thematic Equity: Resource optimization and gender-lens investing strategies - Active U.S Fixed Income: Core and high yield sustainable investing strategies - Asset Allocation: Multi-asset allocation strategy of Pax funds with full ESG integration Impax New Hampshire manages these diverse offerings using three distinct approaches: actively- managed US Equities, actively-managed Fixed Income, and systematic ESG Beta solutions, which focuses on providing sustainable diversified market oriented portfolios. Each approach fully integrates environmental, social and governance (ESG) factors into its investment research and portfolio construction process to generate financial returns that meet investment objectives, better manage long-term risks, and deliver competitive long-term investment performance. Primary Responsibilities: - Investment Database Management: o Lead on the development and review of information submitted quarterly to relevant investment databases, which are important to both new business opportunities as well as client retention. o Conduct detailed reviews of quantitative data entered into various investment databases by third party vendor to ensure data is accurate and complete. o Regularly review qualitative data (e.g., strategy descriptions, staff information) to ensure it is reflective of any changes that have occurred. o Manage integration project which will combine database information for Impax Asset Management Ltd. with a recently acquired subsidiary. o Respond to investor and consultant requests for information in an accurate and timely manner. - Sales and Client Service Support: o Assist in both qualitative and quantitative data entry required for RFIs/RFPs/DDQs. o Assist in both qualitative and quantitative data entry required to update presentations, client reports and other marketing materials. o Conduct research to identify appropriate prospects within targeted market channels. o Provide detailed briefing information on prospective investors, their portfolios and investment consultants in advance of meetings. o Support sales and consultant relations teams with information needed for meeting follow- up. o Maintain accurate and up-to-date contact, activity and document records in Impax's Satuit CRM system to reflect contact information, key contacts, activities, sent documents, opportunities, mailing list information. Assist with the input of data from investor meetings for later reference and analysis. o Maintain current information on prospects, consultants and competitors, and inform the sales team of relevant updates. o Perform other duties as assigned. Key Requirements: - Four-year college degree. - A minimum of three years' experience with institutional asset management sales support and/or client service support role. - Process driven with exceptional organizational abilities. - Excellent written and oral communications skills with meticulous attention to detail. - Demonstrated ability to work productively and independently to achieve assigned tasks with a minimum amount of direct supervision. - Ability to manage time efficiently, prioritize important tasks and meet or exceed deadlines. - Possess high standards of excellence with a strong work ethic. - Fluency with CRM systems and Microsoft Office, with high proficiency in Microsoft Excel. - Familiarity with the output of investment related analytics systems. - Personable and professional in demeanor. - Personally committed to sustainability and addressing the global challenges related to climate change, rising populations, limited natural resources and related environmental issues. General Expectations: - Interact on a personal level with Impax staff globally while being sensitive to different cultural norms. - Maintaining strict client confidentiality. - Collaborate effectively with team members, other employees, and other teams. - Willingly help co-workers and share job and/or business systems knowledge. - Help provide coverage during absence of co-workers. - Participate in and actively contribute to special projects when asked. - Proactively offer suggestions to enhance efficiency, quality, and productivity. - Actively participate in team and company meetings. - Actively introduce ideas, alternatives, and solutions to challenges that arise. - Willingly participate in company-sponsored training. - Contribute to and protect Impax's vibrant, collaborative culture where excellence and fresh thinking are recognized and rewarded. - Proactively complete and follow all internal Compliance initiatives. Compensation: - Impax offers a competitive compensation, retirement, health and benefits package. - Compensation is commensurate with experience. All positions with Impax are subject to trial periods with quarterly performance reviews during the first year and semi-annual reviews thereafter. Reviews will be based on clearly defined quantitative and qualitative metrics. Impax is an equal opportunity employer. Contact: Please send a copy of your resume along with a cover letter and compensation requirements to CV@impaxam.com. We will make every effort to respond to qualified candidates. No phone calls please.