Analyst, Americas Relationship Management - Insurance

Ares

Education
Benefits

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

SUMMARY

Ares Management is seeking an Analyst to join our Americas Insurance Relationship Management team in New York. This role will be an integral member of the firm’s growing Americas Insurance Team (“Insurance Team” or the “Team”), with a geographic focus on covering the US, Canada, and Bermuda. The Team’s focus and responsibility is to increase the firm’s assets under management from insurance company General Accounts, Insurance Company Corporate Pensions, and other pools of capital through the development of new relationships and growth of existing relationships. The Analyst will be responsible for sales support which includes coordination of information flow, research, budget tracking, analytics, materials prep, events, conferences, logistics, roadshows, etc. The ideal candidate will function in a sales support role, assisting our Insurance Team with all on-going sales, service, and communications across current clients and new prospects.

Ares is a flat, flexible, and dynamic organization. The firm fosters a culture of collaboration, entrepreneurialism, integrity, and partnership, both internally amongst colleagues and externally amongst clients and other stakeholders. The Ares team operates with a growth mindset, communicates transparently, and cultivates a high-performance and results-oriented environment.

REPORTING RELATIONSHIP

Reports to: Co-Heads of Americas Insurance Relationship Management

PRIMARY FUNCTIONS AND RESPONSIBILITIES

  • Partner with the co-Heads of Insurance Relationship Management and other Insurance Team members responsible for marketing all of Ares’ strategies to prospective and current insurance investors, focused on insurance company General Accounts and insurance company Corporate Pensions and Insurance Corporate-Owned Life Insurance (ICOLI).
  • Maintain and optimize the Insurance Team’s roadshow calendar, and coordinate with other Americas Relationship Management teams around their regional calendars.
  • Organize and prepare for investor meetings, including writing and consolidating prep notes, coordinating meetings, creating agendas, scheduling tours, and ensuring that all materials are prepared promptly.
  • Work closely with leadership of the Relationship Management team to execute and manage certain processes.
  • Proactively facilitate information flow for the broader Global Client Solutions (‘GCS’) team, working closely with all sub-groups including GCS Operations, Global Conferences & Events, Investor Operations, Strategic Partnerships, Quantitative Research, RFP, as well as Regional and Channel Marketing Teams across the Americas.
  • Gather critical data to quickly respond orally and in writing to client information requests.
  • Support performance reporting and measurement initiatives for the Insurance Team, via the delivery of weekly activity and fund pipeline reports, fundraising summaries, and roadshow campaign trackers.
  • Assist in developing and implementing new workflows utilizing technology to improve current processes.
  • Create Americas Relationship Management offsite presentations.
  • Assist with the compilation and distribution of fund-focused factsheets and resources across GCS and Investor Relations / Product Management teams.
  • Plan and manage prospective client and existing client events for the Americas Insurance Relationship Management team; responsibilities include pre-event organization, budget management, onsite execution, attendee data management, senior management liaison, final cost analysis, etc.
  • Perform research on potential investors including public and corporate pensions, endowments and foundations, investment managers, insurance companies and family offices to determine key targets for global coverage by Insurance Relationship Management team.
  • Perform analysis on existing investor base to identify opportunities to cross sell across the platform.
  • Support internal demand assessment processes and manage the Insurance Team’s investor pipeline.
  • Continuously track and analyze investor mandates and allocation preferences and conduct quantitative and qualitative market and competitor research to produce investor demand assessments identifying key prospects ahead of fund launches and fundraising roadshows.
  • Keep abreast of industry trends and Ares’s product development and performance to assist in providing market information updates and trend analysis to clients and colleagues.
  • Build trust with internal firm clients globally, especially with investment teams, investor operations, and business development.
  • Work with Investor Operations, Global Conferences & Events, and Investor Relations/ Product Management teams to streamline and centralize processes across different groups.

QUALIFICATIONS

Education:

  • A bachelor’s degree is required, preferably with a major in Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.

Experience & Skills Required: 

  • 2-4 years of related experience in investment / wealth management, business management / strategy, accounting, or financial services, preferred.
  • Outstanding communication, writing and interpersonal skills.
  • Strong proficiency in Excel, PowerPoint, Word, and Outlook.
  • Proficiency in CRM technology such as Salesforce is strongly preferred.
  • Strong work ethic and a high level of integrity. Flexibility and adaptability to shift priorities quickly in a fast-paced environment. 

General:

  • Requires flexibility, good communication skills, excellent writing skills and interpersonal skills, and the ability to prioritize tasks.
  • Strong organizational and time management skills 
  • Demonstrated ability to manage competing priorities and lead large scale projects to completion
  • Strong interpersonal skills and client focus
  • Work experience in a position requiring a high level of integrity and sensitivity to confidential information 
  • A self-directed individual with a can-do attitude, willing to work in an energetic, fast paced team environment
  • Strong judgement and escalation skills 
  • Strong sense of ownership and accountability
  • Critical thinker with business judgment; inquisitive and committed to continual improvement/learning
  • Ability to be flexible in terms of hours to coordinate with team members across time zones
  • Comfortable dealing with ambiguity and uncertainty in a dynamic environment

Reporting Relationships

Co-Head of Insurance, Americas Relationship Management

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$85,000 - $105,000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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Confirmed 7 hours ago. Posted 17 days ago.

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