Institutional Support Job Description
Institutional Support Duties & Responsibilities
To write an effective institutional support job description, begin by listing detailed duties, responsibilities and expectations. We have included institutional support job description templates that you can modify and use.
Sample responsibilities for this position include:
Institutional Support Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Institutional Support
Typically a job would require a certain level of education.
Employers hiring for the institutional support job most commonly would prefer for their future employee to have a relevant degree such as Master's and Bachelor's Degree in Education, Business/Administration, Accounting, Management, Administration, Business, Human Resources, Finance, Social Sciences, Humanities
Skills for Institutional Support
Desired skills for institutional support include:
Desired experience for institutional support includes:
Institutional Support Examples
Institutional Support Job Description
- Expense processing and reconciliation
- Manage stock of materials in cooperation with marketing
- Ensure that all business within our client base is handled correctly
- Help identify new business opportunities and upcoming product searches
- Research prospects within territory, keep client advisor abreast of client developments and industry trends
- Assist the sales team in maintaining prospect and client databases, ensure that critical client information is stored in the CRM Tool and kept up to date
- Work with the global Request for Proposal (RFP) team to prepare and review new business proposals
- Coordinate with product teams on client presentations, portfolio reviews and ongoing relationship management efforts
- Respond to client requests and manage client communications efforts to promote continuous sales dialogue and build client relationships
- Partner with local marketing team on client events
- Understanding of Asset Management industry and investment funds
- Good personal awareness of business risks and how to minimise them
- Strong service orientation towards our clients
- Strong I.T
- The ability to organise your time and complete each task on time will be a key factor in determining your suitability for the role
- General ad-hoc admin support for the senior sales team
Institutional Support Job Description
- Understand the regulatory and compliance framework, including Know Your Client (KYC) requirements
- Provide strong leadership and general management to the office
- Engage with academic leaders of the University to determine their data, reporting, and analysis needs
- Foster a proactive culture within the office
- Ensure that the three groups work together effectively and realize the many potential synergies that exist among them
- Oversee the creation of yearly standard Institutional Research reports, such as the annual statistics books and department profiles, ad hoc reports, which come from university decision makers and their staff to support various programs and proposals
- Ensure the delivery of the quantitative and qualitative research and analysis of data relevant to institutional policy, programmatic, and planning needs, both in the long-term and short-term
- Serve as Institutional Coordinator for the decennial National Research Council Assessment of Doctoral Programs
- Service as Stanford’s liaison to COFHE and AAUDE data sharing consortia, providing data to these groups as necessary, and ensuring that the University's managers remain informed about peer data and activity
- Ensure the provision of data and information about Stanford to appropriate governmental agencies In compliance with federal and state law
- Languages - Fluency in German and English is absolutely necessary
- Self-starting team player, hardworking and eager to learn
- Interest and understanding of Asset Management industry and investment funds
- High grade on flexibility and capability to work under pressure alongside attention to detail
- Should be able to quickly form relationships
- Must be comfortable initiating projects and working under limited direction
Institutional Support Job Description
- Work with clients, Global Agency Desks and LD Ops to automate client allocations and enhance existing processing where needed
- Ensure that projects are developed with a regionalization view in mind
- Manage all project phases, including initiation, planning, testing, execution, monitoring, control and closure
- Develop and maintain project documentation and reports for regional, country and functional stakeholders
- Play an active role in the implementation and/or administration of project governance requirements
- Supervise team of representatives who will serve as the single point of contact for central processing for Listed Derivatives and OTC Clearing clients
- To help developing the institution business via working with insurers, pensions and sovereigns investors
- Coordinate with relevant parties and investment engines on cross-border activities, and travel arrangements
- Organize and coordinate special events, trainings or meetings, including time arrangement and venue reservation
- Providing general sales support including preparing presentation materials and maintaining/filing documents, handling external diaries, such as mailing, printing and stationery ordering, typing, and
- Monitor, record and report business exception details for escalation to various governance, risk management and compliance groups with the Risk Management framework
- Schedule and manage recurring Governance Committee, working group and subcommittee meetings, including maintaining meeting minutes, action items and materials for records retention
- Maintain update and document Governance and related administrative procedures in accordance with SunTrust standards
- Manage, update and develop procedures to ensure that they operate efficiently and effectively
- Lead manage select administrative projects
- Prior experience in Collateral, Credit or Market Risk a plus
Institutional Support Job Description
- Supporting institutional distribution team
- Liaise with internal investment teams, product managers, RFP team on completion of RFPs
- Contribute to the ongoing development of client reporting processes and standards, and the implementation of enhancements to reporting, communication and operating practices to ensure professional standards and maintain quality of service delivery
- Regular reviews and updates of strategy / marketing material
- Help create presentations for sales pitches across JPMAM's investment platforms working alongside product desks and marketing
- Coordinate and take responsibility for RFP process for Consultants/Clients/Plan Sponsors and Independent Trustees
- Work alongside RFP Team to update consultant/platform databases
- Build strong relationships across internal product, client service and marketing areas, taking an integral role on any new client on boarding Respond to client requests and manage client communications efforts to support CA’s in their sales dialogue and client relationships
- Project manage strategic initiatives (Road Shows, Product Launches, Competitor Analysis)
- Support the development of key sales campaigns, utilising Salesforce to track, enable and monitor activity
- 1+ years experience with performance measurement and/or asset allocation a plus
- Demonstrated success as a supporter of diversity in the broadest sense of the word
- Knowledge of trading operations life cycle
- Working knowledge of general banking principles
- Good knowledge of Systems used within the Dept
- Treasury auctions
Institutional Support Job Description
- Update shared folders, with relevant materials
- Collaboratively select, implement, and maximize use of data visualization capabilities to expand access to and use of data across the university as appropriate
- Serve on and or chair/co-chair the university data governance groups, enterprise reporting teams, Institutional Review Board, Institutional Effectiveness Committee, and or other committees and groups as assigned
- Stay abreast of trends in Institutional Research, Survey Research, Data Management and Visualization, and Institutional Effectiveness
- Leverage bank resources to design creative ways to support client needs
- Support targeted sell strategies and learn specialty investment products across the bank’s asset management platform
- Develop and maintain competitor performance analysis
- Assist in the follow-up of prospective clients for new asset management opportunities
- Exercise professional judgment in the strategic selection of prospective clients and the decisions related to pipeline management
- Assist in the preparation of marketing strategy updates and commentary
- Active within industry
- MBA/CFA with relevant industry experience and knowledge of sales process
- Understanding of investment philosophies and asset classes
- Quantitative bent of mind and strong data analytic skillsets
- Experience working with an industry recognized CRM platform (Salesforce knowledge is a plus) and reporting tools is desirable
- Understanding of Asset Management business and more specifically Investment Management business is preferable