Associate - NAI

Our FirmAmerican Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.Role SummaryThe North America Institutional team builds relationships with sophisticated U.S.- and Canada-based institutions to generate new business and retain clients.The Associate - NAI will support the North America Institutional team and its sales and retention efforts. They will collaborate with team members and key business partners to prepare for meetings, roadshows, and conferences, as well as fulfill requests and maintain accurate records. They will collaborate with colleagues across the firm including the presentation, investment reporting, CPMA, competitive analysis and RFP teams.The ideal candidate will have an understanding of the financial services industry and demonstrated the ability to develop collaborative relationships internally. In addition to exhibiting the firm's Winning Behaviors, members of the NAI associate team are expected to be hungry, proactive, organized, detail-oriented, and invested in the team's success.Responsibilities : Help Drive Asset Growth and Retain Clients

• Prepare for meetings by helping with presentations, prep sheets and investment professional requests.
• Work with business partners to complete requests for data and qualitative information.
• Prepare for conferences and roadshows, including gathering and delivering information to vendors, tracking meetings and coordinating with business partners.
• Maintain accurate information in Salesforce and the Traffic Light system.
• Submitting due diligence requests and RFPs and following up on them.
• Adhere to processes and protocols but seek opportunities for operational improvement to build efficiencies.
• Build strong relationships across the firm.Requirements
• Bachelor's degree in business or finance or an equivalent combination of education and work experience.
• Minimum three years' financial industry experience.
• Must have Series 7 and 63 licenses or obtain within six months.
• Proficiency with Microsoft applications, particularly PowerPoint and Excel. Experience with Salesforce is helpful.
• Self motivated, detailed, organized, team player, strong interpersonal and communication skills, professionally mature, sound decision-making skills, growth mindset.Additional Requirements : Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.#LI-HybridAmerican Century Proprietary Holdings, Inc. All rights reserved. Learn More

Salary : $2