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Associate - North American Institutional

Associate - North American Institutional

American Century InvestmentsKansas City, MO, US
1 day ago
Job type
  • Full-time
Job description

Associate NAI

The 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, competitive analysis, Client Portfolio Managers 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 firms Winning Behaviors, members of the NAI associate team are expected to be hungry, proactive, organized, detail-oriented, and invested in the teams success. This hybrid position will be based out of our Kansas City office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

  • 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.

What You Bring to the Team (Required)

  • Bachelors 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.
  • Demonstrates the American Century Investments Winning Behaviors : Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
  • The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

    What We Offer

  • Competitive compensation package with bonus plan
  • Generous PTO and competitive benefits
  • 401k with 5% company match plus annual performance-based discretionary contribution
  • Tuition reimbursement, formal mentorship program, live and online learning
  • 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.

    We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.

    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.

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    Institutional Associate • Kansas City, MO, US

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