Associate - NAI

Posted 2 Days Ago
Be an Early Applicant
Torre, Sabana Grande
Mid level
Financial Services
The Role
The Associate will support the North America Institutional team in sales and retention efforts, prepare for meetings, roadshows, and conferences, maintain client records, and collaborate across departments. They will seek operational improvements and build strong internal relationships to drive asset growth and retain clients.
Summary Generated by Built In

Our Firm

American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.

We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.

Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.

Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.

For more information, please visit americancentury.com.

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, CPMA, competitive analysis 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 firm’s Winning Behaviors, members of the NAI associate team are expected to be hungry, proactive, organized, detail-oriented, and invested in the team’s success.

Responsibilities: 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.

Requirements

  • Bachelor's 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.

Additional Requirements:

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.

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.

#LI-Hybrid

©2019 American Century Proprietary Holdings, Inc. All rights reserved.

The Company
HQ: Kansas City, MO
1,787 Employees
On-site Workplace
Year Founded: 1958

What We Do

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.

Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.

When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.

Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

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