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Client Relations Associate

Sands Capital Management
Arlington, VA 22201
Full-time
Refer friends, get paid!

Job Description

Identified below are Core Values the firm holds in high regard and believes are critical for high-performing teams at Sands Capital:

  • Integrity & Trust Do what is right, not what is popular. Deliver on commitments.
  • Client-Centered:  Always act in the best interest of our clients.
  • Commitment to Excellence Strive to learn and improve. Implement best practices.

Position Summary and Essential Functions

Sands Capital is seeking a Client Relations Associate to provide day-to-day support and servicing to existing and prospective clients; the consultant and intermediary communities; and other teams within the firm. An Associate who excels in the role will have increased access to external constituents and will take on greater responsibility for shaping the Client Relations Team's activities and growth over time.

Client Relations Associates play a critical role in helping the firm deliver on its mission, which is to add value and enhance the wealth of its clients with prudence over time.  In providing superior service to both internal and external counterparts, the position's responsibilities include, but are not limited to:

  • Acting as a contact for day-to-day client, consultant, and prospect requests.
  • Accurately preparing reports to illustrate investment results, detailed attribution, compliance with guidelines, etc.
  • Assisting with the completion of Request for Proposals (RFPs) and fulfilling data requests from prospective clients.
  • Managing due diligence questionnaire (DDQ) responses from clients or their consultants.  
  • Maintaining client information, databases, and metrics utilized by the Client Relations Team for use in its business development and client retention efforts.
  • Developing an understanding of Sands Capital's strategies and investment philosophy and executing other departmental or firm-wide projects (as identified or required).
  • Completing additional projects and tasks as necessary.

Skills and Qualifications

  • Bachelor's degree from an accredited university with strong academic credentials
  • 1-3 years of work experience, preferably in the investment management industry, including consulting or manager research and due diligence
  • Prior experience with investment-management related RFPs and due diligence questionnaires viewed favorably
  • Sincere and demonstrable interest in capital markets and/or investment products
  • Superior client relations skills and the ability to interact and develop relationships with all levels of staff
  • Ability to work collaboratively and effectively as part of a team
  • Strong detail orientation and prioritization skills along with a proactive problem-solving aptitude necessary to develop solutions for clients
  • The ability to deal with ambiguity and to perform position responsibilities independently with a high degree of efficiency and accuracy
  • Solid organizational skills with the ability to prioritize and handle multiple responsibilities at once
  • Operates with a high degree of initiative, self-discipline, motivation, and a positive 'can do' attitude
  • Ability to thrive in a fast-paced, responsive work environment
  • Strong interpersonal, verbal, and written communication skills
  • Experience with Salesforce, Advent APX, FactSet, and investment-management related databases (e.g., eVestment) a plus
  • Exhibit behaviors consistent with Sands Capital's values and culture

Additional information

If you wish to apply for this position, please provide a resume and cover letter via Sands Capital's Careers page at http://sandscapital.com/careers/. The cover letter should address:

  • What attracts you to Sands Capital?
  • Why are you interested in our Client Relations Associate position specifically?
  • How would this role help you achieve your short- and long-term career goals?

We offer competitive salaries and generous benefits.

Sands Capital is proud to be an Equal Opportunity Employer.  We are committed to providing equal employment opportunities to all applicants and staff members.  For our staff members, equal opportunity includes access to the benefits and privileges that the firm provides to staff members generally. We appreciate the value diversity brings to Sands Capital and are committed to creating an inclusive environment for all staff members.

We evaluate and select qualified applicants without regard to race, color, national origin, age, religion, disability status, gender, sexual orientation, gender identity, genetic information, marital status, veteran status, or any other characteristics protected by applicable federal, state, or local laws. Discrimination of this kind is also strictly prohibited by a variety of federal, state, and local laws, including Title VII of the Civil Rights Act 1964, the Age Discrimination in Employment Act of 1967, and the Americans with Disabilities Act of 1990.

View the "Equal Employment Opportunity is the Law" poster here and its supplement here.

We are committed to working with and providing reasonable accommodations to pregnant individuals, individuals with disabilities, and/or individuals needing accommodation for sincerely held religious beliefs. If you need a reasonable accommodation, please send an e-mail to eciccarello@sandscap.com and let us know the nature of your request and your contact information.

Posting ID: 602662812Posted: 2021-02-19