Client Services Relationship Manager, VP
Aquarian Holdings
New York City Metropolitan Area
See who Aquarian Holdings has hired for this role
Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions.
After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian has grown to over $18.2B in assets under management. Aquarian Insurance acquires and operates companies providing retirement income and reinsurance solutions for millions of people. Aquarian Investments deploys capital into opportunities that yield attractive risk-adjusted returns with downside protection for its clients.
Aquarian’s approach combines a wide and holistic view of the investment landscape with incisive decision-making and deep investing acumen. The company invests across the capital structure and creates tailored financing solutions that enable high-quality companies to grow and evolve.
The Role
Aquarian Holdings is seeking an exceptional individual to join the Client Services team as a Relationship Manager. This role will be a critical member of the inaugural Client Services Team, one of three roles at inception and will report to the Partner and Head of the Client Services team.
This position is located in New York City.
Responsibilities:
- Responsible for building, scaling and maintaining client service coverage for Aquarian ecosystem, which includes insurance companies and other institutional investors. Requirements include but are not limited to: (1) Weekly, monthly, quarterly, and annual reporting packages. (2) Regulatory reporting, investment portfolio analysis, quarterly analysis and other external reporting requirements.
- Assist with creation of governance documents, policies and procedures for making and maintaining investments.
- Manage compliance reporting on behalf of clients.
- Liaise with Investment Operations team on other requirements for clients.
- Partner with the CFO function in assisting clients with strategic asset allocation and tactical allocation consideration.
- Creation and maintenance of institutional marketing requirements.
- Management and oversight of junior team member.
Ideal profile and characteristics:
- MBA or 6-10 years of buy side experience.
- 6+ years of Asset Management experience a must, insurance or financial services specialty, a plus.
- Deep interest in strategic initiatives, building sales and business development.
- Experience in developing and maintaining client reporting.
- Deep understanding of credit/fixed income investing and associated operational requirements. Highly process oriented, yet entrepreneurial.
- Strong verbal and inter-personal skills, while comfortable with quantitative analysis.
- Strong presentation skills.
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance -
Industries
Insurance
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See who you knowFeatured Benefits
Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k) -
Paid maternity leave -
Paid paternity leave -
Commuter benefits
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