Purpose of role

Overall responsibility for investment content creation across a group of Man Group’s private credit funds.

The role requires developing a significant technical specialism in key private credit investment funds within Man’s Discretionary business area, so as to be able to credibly write, and present, investment content in a compelling and effective manner. These materials will need to be prepared on a regular basis for use with Man's institutional and retail client base.

A key element of the role will be to develop deep and credible relationships with the relevant private credit investment and CPM teams and to become a go-to source for Sales on the sub-set of funds covered. The successful applicant will be expected to produce high quality and professional materials quickly, efficiently and to a high standard.

Responsibilities

• Develop and maintain a full range of investment collateral, including fund marketing (new product launch materials, monthly performance commentaries), technical content (questionnaire and client queries) and sales enablement content (meeting materials, investment outlooks, product updates)
• Shape compelling and differentiated product messaging to help position strategies competitively
• Provide ongoing technical expertise on a set of products to various internal and external stakeholders (including clients), acting as a subject matter expert
• Communicate on specific market events, performance updates, and product milestones
• Partner with the private credit portfolio management team, CPM, and other key stakeholders across the business so as to ensure content is impactful and of the highest quality
• Write webcasts and performance updates/educational videos to promote fund capabilities and offerings
• Identify opportunities and initiate projects where Investment Services can add value for the portfolio manager, sales force and wider business
• Ensure that the latest fund research, analysis and messaging is incorporated into all materials
• Act as an ambassador for IS internally and be a positive role model to junior members of the team

Qualifications

• Degree level education in a relevant discipline required. CFA, CAIA or IMC qualification is preferred although not essential
• 3-4 years’ Client Service or Content Creation experience within the industry and a solid understanding of the financial landscape investment management hedge fund space preferred
• Ability to work with senior members of sales and investment management to support sales priorities
• Excellent communication skills, both written and verbal. Proficient in understanding institutional / retail client expectations and requirements
• Good organisational and time management skills. Ability to prioritise work effectively
• Ability to work independently within a team to meet demanding deadlines. Works comfortably in an entrepreneurial environment, seeks to continuously enhance own relevant skills
• Good ability in Word, PowerPoint and Excel
• Strong analytical ability with good attention to detail / accuracy

US Institutional Sales - Vice President/Director

This role is responsible for positioning Man's product suite with institutional investors across the United States.

• All aspects of the promotion and servicing of existing allocations in the entire range of Man's investment products and solutions
• Implementation of coverage strategy across the US and coordination with sales team activities for targeted clients

Specific Responsibilities

• Identify, develop and maintain effective professional relationships with key investment contacts among the institutional investor base (Pension Funds and Insurance companies) and financial institutions (Banks and Platforms)
• Structured management of designated accounts: this will involve prioritisation of accounts, research, prospecting through cold and warm calls, scheduling meetings and initiating discussions with prospects to identify their strategic and tactical aims and introducing possible investment solutions (including bespoke solutions) provided by Man Group; involve and engage senior colleagues and senior management in these discussions where appropriate; close on opportunities
• Contribute to the development of the overall institutional business development strategy and help to implement the direct sales strategy achieving personal sales target within the timescales set
• Conduct effective, professional presentations on the agreed product range to investment officers/pension fund managers/trustees/field consultants and independent advisors/broader institutional market in a manner that supports business objectives and delivers clear, concise and relevant information
• Carry out finals presentations in conjunction with Portfolio Managers
• Manage on-going relationships with new and existing clients
• Organise and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the team
• Maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely manner
• Manage internal contacts to support sales activity and provide feedback on market and prospect knowledge to support and develop business strategy
• Report on all activity to senior management in an agreed format and within established timeframes

Qualifications & Experience

• 5+ years of experience in Institutional Sales, with a proven track record of success in the asset management or financial services industry
• Established network of relationships within the US institutional investor community preferred

Key Competencies

• Excellent organizational and time management skills to succeed in an intense, fast-paced environment
• Ability to take ownership and work independently as well as on a team
• Proven proficiency in problem resolution and demonstrated initiative
• Professional oral and written communication skills
• Strong interpersonal skills with the ability to maintain communication and partnership with many key stakeholders
• Superior attention to detail
• Ability to prioritize and multi-task
• Compliance/Regulatory: Up-to-date knowledge of regulatory matters and adherence to procedures
• Compliance/Regulatory: Successful completion of all qualifications, licenses, tests and other requirements required by any regulatory authorities (including FINRA Series 7, Series 3 and 63, or equivalent) to lawfully perform your duties herein on behalf of the Company

Purpose of the role

The purpose of this role is to positively position various Man products across the investment consulting channel. The focus will be on relationship management of US and Global investment consulting firms.

Specific responsibilities

• Develop and maintain effective, professional relationships with research and field consultants and key stakeholders and influencers at assigned investment consulting firms and some financial intermediaries
• Collaborate with institutional and wealth sales teams to identify and secure new business opportunities from prospects, ensuring alignment with the overall Consultant Team sales strategy
• Generate ratings and fund approvals through strong research relationships
• Monetization of ratings and approvals through strong communication with field consultants, ensuring relevant technical knowledge of key strategies
• Leverage, involve and engage senior management to get access to key consultant influencers for strategic conversations
• Conduct effective, professional presentations on the agreed product range to consultants in a manner that supports business objectives and delivers clear, concise, and relevant information
• Ensure that consultant feedback and ratings are systematically communicated to key internal stakeholders and engage with direct sales team to formulate plan for monetization
• Provide leadership and investment teams with key insights on investor trends, news and market dynamics to inform the firm's overall strategy
• Organise and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the team
• Maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely manner

Key competencies

• 7+ years of investment management industry experience with at least 5 years' experience selling within the consultant channel
• Proven track record of success in securing new strategy approvals and driving asset inflows
• Excellent organisational and time management skills to succeed in an intense, fast paced environment
• CFA, CAIA or other professional qualifications (MBA) strongly preferred
• Willing and able to travel
• Ability to take ownership and work independently as well as on a team
• Proven proficiency in problem resolution and demonstrated initiative
• Professional oral and written communication skills
• Strong interpersonal skills with the ability to maintain communication and partnership with many key stakeholders
• Compliance/Regulatory: Up to date knowledge of regulatory matters and adherence to procedures
• Compliance/Regulatory: Successful completion of all qualifications, licenses, tests, and other requirements required by any regulatory authorities to lawfully perform your duties herein on behalf of the Company

• Drive the automation and production of fund & strategy marketing decks, primarily using Seismic software, working closely with the Investment Services Presentation team.
• Support the Investment Analytics team with the automation and enhancement of client reporting tools.
• Proactively learn and adopt new automation tools, coding languages, and technologies as the team evolves its tech stack.
• Take responsibility for the production and outsourcing of factsheets, ensuring accuracy and timely delivery.
• Assist with the expansion of marketing materials including wealth presentations, PIDs, corporate brochures, team biographies, and standard reporting as needed.
• Contribute to the development and implementation of new or changed regulatory requirements when needed.
• Assist with the development and implementation of product launches when needed.
• Build effective working relationships across the firm, including with portfolio managers, sales, marketing, compliance, and operations.
• Collaborate with colleagues across departments to resolve client and product marketing issues.

• Familiarity with at least one programming or scripting language (e.g. SQL, Python, VBA) — or a demonstrable willingness and aptitude to learn.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Experience with automation or data tooling is a plus but not essential.

• Some exposure to financial services or asset management is desirable, but not essential for candidates who can demonstrate a strong interest in the industry and a willingness to learn.
• An interest in financial markets, performance measurement, and the asset management/hedge fund industry.
• Ability to quickly learn strategies, markets, statistics, and legal and compliance frameworks.

• Self-starter mentality — comfortable working independently and taking initiative.
• Curious and adaptable, with a genuine enthusiasm for learning new tools and technologies.
• Comfortable with change and ambiguity in a fast-moving environment.
• Excellent written and verbal communication skills.
• Strong attention to detail, particularly given the client-facing nature of the materials produced.

Purpose of the role

The Discretionary Investment Specialist Associate will have overall responsibility for investment content creation across a group of Man Group’s Discretionary flagship funds, with a focus on liquid, public credit.

The role requires developing a significant technical specialism in key investment funds within Man’s Discretionary business area, so as to be able to credibly write, and present, investment content in a compelling and effective manner. These materials will need to be prepared on a regular basis for use with Man's institutional and retail client base.

A key element of the role will be to develop deep and credible relationships with the relevant Discretionary investment and CPM teams and to become a go-to source for Sales on the sub-set of funds covered. The successful applicant will be expected to produce high quality and professional materials quickly, efficiently and to a high standard.

Responsibilities

• Develop and maintain a full range of investment collateral, including fund marketing (new product launch materials, monthly performance commentaries), technical content (questionnaire and client queries) and sales enablement content (meeting materials, investment outlooks, product updates)
• Shape compelling and differentiated product messaging to help position strategies competitively
• Provide ongoing technical expertise on a set of products to various internal and external stakeholders (including clients), acting as a subject matter expert
• Communicate on specific market events, performance updates, and product milestones
• Partner with the Discretionary portfolio management, CPM, and other key stakeholders across the business so as to ensure content is impactful and of the highest quality
• Write webcasts and performance updates/educational videos to promote fund capabilities and offerings
• Identify opportunities and initiate projects where Investment Specialists can add value for the portfolio manager, sales force and wider business
• Ensure that the latest fund research, analysis and messaging is incorporated into all materials

Technical Competencies: 

• Degree level education in a relevant discipline required. CFA, CAIA or IMC qualification is preferred although not essential
• Approx. 2-3 years’ Client Service or Content Creation experience within the industry and a solid understanding of the financial landscape investment management / hedge fund space preferred
• Ability to work with senior members of sales and investment management to support sales priorities
• Excellent communication skills, both written and verbal.
• Proficient in understanding institutional / retail client expectations and requirements Good organisational and time management skills.
• Ability to prioritise work effectively
• Ability to work independently within a team to meet demanding deadlines.
• Works comfortably in an entrepreneurial environment, seeks to continuously enhance own relevant skills
• Good ability in Word, PowerPoint and Excel Strong analytical ability with good attention to detail / accuracy.