Institutional Client Group Associate

Americas

Asset Management

New York

Lazard is one of the world’s leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives — they are central pillars ofour employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward — and for careers to take flight.

Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

We're looking for a highly motivated individual to join our Institutional Client Group, as an associate to help support our client business. This is an exciting and dynamic role that will position you to be aligned with the broader Sales team to manage the servicing side of our client relationships. You will work lock and step with the relationship management side of the Sales team, as a valued member of the firm’s success.

We’ll trust you to:

• Work within a client service and sales team to cultivate and manage client relationships
• Provide exceptional service to our clients, responding to requests and inquiries as quickly and thoughtfully as possible
• Coordinate new client accounts and onboarding with internal and external parties
• Keep CRM up to date with key activities, including client interactions and new business developments
• Deliver recurring reporting deliverables to clients by specified due dates, as well as timely and additive service updates as it pertains to their investment
  
  

You’ll need to have:

• Bachelor's or advanced degree
• SIE, Series 7 and Series 63
• 1 to 3 years of experience working in a client service function within Financial Services
• Experience working with Business Process Management software and Client Relationship Management systems, such as Appian and Salesforce
• In-depth knowledge of managing client expectations for various types of investment accounts (Separately Managed, Commingled Vehicles etc.) and investment strategies (Equities, Fixed Income, Alternative Investments etc.)
• Keen attention to detail with the ability to prioritize for various different projects
  
  

What We Offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $80,000 – 95,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

Does this sound like you?

Apply! We’ll get in touch on the next steps.

Inclusion at Lazard

Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.

Our appreciation of diversity’s strength is ingrained in our multicultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for 175 years.

The ongoing cultivation of an inclusive culture are essential to our continued growth. We are committed to sustaining an environment in which all employees – regardless of socioeconomic status, race, ethnicity, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status – can maximize their individual potential, as well as our collective success.

#LAM