Insurance Women’s Investment Network (IWIN)

Company: Ares Management Corporation

Job title: Analyst, Americas Relationship Management - Insurance

Contact name: Amanda Healy

Contact email: ahealy@aresmgmt.com

Description

About the job

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.

Summary

Job Description

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.
   

Required experience/skills

• 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

Years of relevant experience

2-4 years of related experience in investment / wealth management, business management / strategy, accounting, or financial services, preferred.

Certifications/educations required

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