Relationship Associate

SUMMARY

Sumitomo Mitsui Trust Asset Management Americas (“SMTAMA”), an investment management company located in New York City, is looking for a Relationship Associate. The Relationship Associate is an entry level position but will be responsible for providing institutional investors in North America with day-to-day client services, and also for supporting the business development activities of the Client Relations Team.

JOB FUNCTIONS/DUTIES AND RESPONSIBILITIES

1. Develops an understanding of the investment management industry and especially the investment management sales process.
2. At the guidance and instruction of the Client Relations Team leaders, develops and maintains the company’s business relationships with clients and prospects.
3. Creates solutions to meet the clients' needs/requirements in conjunction with specialized staff.
4. Provides information about the financial markets and our investment strategies to clients/prospects.
5. Liaises with the Tokyo Head Office, especially with the Global Business Development Department to align with Head Office policies.
6. Supports business development activities led by the senior managers of Client Relations Team.

COMPLIANCE

1. Become familiar with SMTAMA’s Compliance Policies & Procedures Manual, and supplemental compliance programs.
2. Complete all seminars that are conducted in connection with SMTAMA’s ongoing compliance-related training program.
3. Attains all registrations and designations required following SEC Registration, if applicable.

REQUIREMENTS

1. Bachelor’s degree or current senior student who will graduate from college in 2024.
2. Major in Finance, Economics, Business, or a related area.
3. Mastery of Microsoft Word, Excel, PowerPoint and Outlook.
4. Excellent oral and written communication skills in English.
5. Understands the importance of compliance.
6. Problem solving and time management skills.
7. Understanding of Japanese language is not required but a plus.

PHYSICAL REQUIREMENTS

1. Work hours: Normal work hours are from 9am to 5pm EST from Monday to Friday.
2. Extra hours: For some internal/external meetings, especially with people in Tokyo, after hours video meetings may be required.
3. Work locations: “Hybrid” style is the standard (required to work in the office approximately 60% of above working hours). Occasional in-person meetings in the main office may be required.
4. Work from home: Remote devices will be provided.
5. Business travel (domestic): Occasional business trips within the US by air, by train or by car may be required.
6. Business travel (international): In some circumstances, business trips to Japan may be required.