Institutional Support Job Description

Institutional Support Job Description

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Institutional support provides direction to programs and activities in prospect research, major gifts, corporate gifts, and planned giving.

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:

Assist with the coordination of all client account maintenance items (e.g., account updates, guideline changes, client organizational changes)
Act as a liaison between clients/sales/customer service and programmers
Act as a control group for unique requests & internal access
Administer legal agreements for prime brokerage and execution only arrangements
Support unique institutional services offerings with a focus on hedge funds
Be knowledgeable and proficient to provide advice to the Sales team regarding which products and services might best fulfill the client's needs
Work closely with sales representatives to better understand client needs and objectives
Place money market trades at rep/customer request
Work in close partnership with External Sales to provide excellent service to our clients
Assist the sales team in coordinating client meetings, preparing sales presentation booklets and meeting documents for client presentations

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:

Annual giving
Corporate giving
Orange County business community
Preferably in higher education
Principles and practices of major gifts
First Rate
Portview
Reg 9 and PACE technology systems
Equity
Fixed income

Desired experience for institutional support includes:

Thorough understanding of the risks associated with demurrage and physical delivery
Ability to build relationships and work with colleagues and Traders if different locations is essential
Roll-up-the-sleeves, results oriented
Source and prepare responses for clients’ ad-hoc questions or reporting requests
Arranging client meetings/events/calls and internal meetings/calls
Assist the sales team in maintaining prospect and client databases, ensure that critical client information is stored in client databases to provide access to key data

Institutional Support Examples

1

Institutional Support Job Description

Job Description Example
Our company is looking to fill the role of institutional support. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for institutional support
  • 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
Qualifications for institutional support
  • 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
2

Institutional Support Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of institutional support. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for institutional support
  • 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
Qualifications for institutional support
  • 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
3

Institutional Support Job Description

Job Description Example
Our growing company is hiring for an institutional support. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for institutional support
  • 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
Qualifications for institutional support
  • 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
4

Institutional Support Job Description

Job Description Example
Our growing company is looking to fill the role of institutional support. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for institutional support
  • 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
Qualifications for institutional support
  • 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
5

Institutional Support Job Description

Job Description Example
Our growing company is looking for an institutional support. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for institutional support
  • 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
Qualifications for institutional support
  • 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

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