Institutional Distribution Sales – VP recruitment

Title:  Institutional Distribution (Midwest/South), VP, Asset Management Distribution

Location:  New York

Group Overview:  Credit Suisse Asset Management is a leading global investment manager serving a diverse universe of institutional and private investors worldwide, constituting a core component of our integrated bank model. In the United States, our clients have access to one of the largest platforms of alternative investments across a wide range of styles and strategies. With over CHF 425B in AUM, the asset management division manages portfolios, funds, and other investment vehicles, drawing on the expertise of portfolio professionals based in 21 developed and emerging market centers around the world, as well as joint ventures established with best-in-class partners. Within Asset Management, the Liquid Alternatives Group is a center of excellence for Credit Suisse’s fiduciary index, ETF, enhanced index, hedge fund of funds, single manager hedge funds, alternative beta and commodities business.

Credit Suisse Asset Management Distribution is a team of professionals that seeks to raise capital for alternative asset products from investors worldwide including corporate and public pension plans, sovereign wealth funds, insurance companies, financial companies, foundations, endowments, specialized money managers, consultants and high-net-worth individuals.  These efforts are guided and supported by a central project management team focused on driving sales priorities and advancing the effectiveness and efficiency of global sales efforts. 

Role:

This role will be the mid-level institutional Distribution coverage
person for the Midwest and South regions for Asset Management
Products. The VP will be part of a team to cover the region with a
senior account manager and an analyst/associate.

Responsibilities:

- Assigned account coverage for marketing Asset Management funds and
custom solutions (Alternatives and Emerging Market products)
- Co-coverage on the largest accounts in the region with the senior
account manager
- Building and maintaining relationships with institutions covered;
coordination of new business discussions and ongoing dialogue with
clients; may also facilitate meetings on behalf of or with the senior
account manager
- Introducing new products to institutions covered and tracking follow-up
- Understand client objectives and the CSAM products meeting their needs
- Provide portfolio managers and other internal CSAM teams with
appropriate insight into client needs and business initiatives
- Approximately 60-70% of time traveling

Requirements:

• Bachelor’s Degree
• 5–7 yrs financial industry experience (Asset Management preferred), minimum of 3 yrs sales experience
• Series 7 and 66 (6365)
• A strategic approach to business development that is highly dedicated to clients and solutions rather than individual products
• In depth knowledge of institutional clients
• Good technical knowledge of investment solutions and specifically alternative investments
• Strong client relationship and business development skills as well as excellent presentation skills
• Self-motivated, enthusiastic, independent, and organized
• Must have flexibility to travel to clients