What are the responsibilities and job description for the Institutional Investment Strategist position at Shelter Rock Management, LLC?
We are seeking an Institutional Investment Strategist to join our team at Shelter Rock Management, LLC. The ideal candidate will have experience selling separate managed account, mutual fund, ETF, and/or other institutional investment strategies.
Key Responsibilities
- Develop and implement the firm's institutional investor relations strategy and fundraising efforts.
- Cultivate and maintain relationships with capital allocators, including RIA firms, family offices, ultra-high-net-worth individuals, pensions, endowments, and independent broker/dealers.
- Prospect and schedule meetings with Shelter Rock's portfolio manager and capital allocator decision makers.
- Assist with investor materials and help position our strategies with institutional distribution channels and databases.
Requirements
- Series 7 and 63 or Series 65 licensed.
- At least 2 years of direct marketing experience to independent RIA firms, family offices, ultra-high-net-worth individuals, and independent broker dealers.
- Familiarity with institutional distribution channels and databases.
- Strong communication and presentation skills.
