Business And Consultant Relations Associate

The Bank Of New York Mellon New York , NY 10007

Posted 4 weeks ago

Newton Investment Management Limited is an active investment management firm, using thematic ideas about the long-term investment landscape to create and manage strategies that help secure its clients' futures. Newton thinks on a global basis, with its single London-based investment team working collaboratively across asset classes and regions. The firm builds bold solutions, designed to meet the real-world challenges the clients face, and the team manage them responsibly in the broadest sense through embedding environmental, social and governance considerations, and engaging on issues that affect their clients. Those clients are based around the world, and include pension funds, corporations and charities and, via Newton's parent company BNY Mellon, individuals.

With offices in London and New York, Newton has 50bn under management (as at 31 December 2019), including assets managed by Newton Investment Management Limited as dual officers of Newton Capital Management Limited and The Bank of New York Mellon. News and other information about Newton is available at and via Twitter: @NewtonIM

The US business focusses on two core functions. 1) Institutional Consultant relations, direct sales and client service members who work with institutional consultants, asset owners and prospects to understand their investment needs and provide solutions to meet their investment goals. 2) Intermediary team who work with wirehouses, RIAs, and wealth offices to understand their investment needs and deliver investment solutions.

Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients. Newton pride themselves on being an employer of choice, with a flexible working environment and a commitment to diversity and opportunity among its employees.

Newton is a professional, friendly and collegiate place to work. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organisation a great place to work.

Synopsis of Role:

Assist the institutional team with business development and consultant relations efforts. These efforts include support functions to senior members of the institutional team and involvement with select tier II and III consultants. The institutional team's broad remit is to source new business opportunities through direct calling on asset owners and investment consultants. This role will also work periodically with the various teams in London who are members of the institutional and other support teams.

Key Responsibilities:

Key deliverables and activities will include, but are not limited to:

  • Research new business opportunities using a range of newswire and data subscription sources

  • Monitor and coordinate Requests For Proposals (RFPs) and Requests For Information (RFIs) with London-based RFP/RFI team.

  • Review and analyze investment consultant databases to assess our competitive positioning and unique selling points. NB: Previous use and familiarity of the eVestment Alliance and Fact Set database will be viewed as a strong advantage.

  • Serve as a key contact for the parent company's (BNY Mellon) shared selling groups. Share information on our range of investment strategies with the aim of generating strategic, cross-selling opportunities

  • Draft, coordinate and review new business and client presentation materials with support from the London-based presentation team.

  • Ensure external materials are reviewed by UK and US compliance colleagues and facilitate edits where necessary

  • Assist with general queries and requests from clients, consultants and internal groups.

  • Work with marketing team to ensure availability and distribution of marketing material.

  • Support the efforts of senior members of the institutional team relating to consultant relations and direct sales efforts and initiatives. This may include:

  • preparation of meeting materials

  • special projects using eVestment and other tools to model Newton's strategies relative to competitors

  • regular reporting of progress and activities in consultant relations and direct sales at the commercial meeting

  • interaction with marketing to ensure consistency of message and within RFPs and fact sheets

  • Work with various internal groups and team on ad hoc requests and projects; performance team, investment team, UK business development team, etc.

  • Ongoing responsibility for select Tier II and III consultant relationships as agreed with the Head of North American Consultant Relations:

  • Provide day-to-day point of contact

  • Organise and host research and due diligence meetings

  • Work to maintain existing consultant ratings and explore new opportunities

  • Coordinate overall relationship

  • Alternate contact on a number of consultant accounts

  • Contributing to the business plan for growing assets and maximising consultant ratings and relationships



  • Undergraduate degree
  • 3 to 5 years' experience


  • Graduate Degree

  • CFA or CAIA

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.

Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-New York-New York

Internal Jobcode: 33660

Job: Asset Management

Organization: Newton-HR06148

Requisition Number: 1909346

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Business And Consultant Relations Associate

The Bank Of New York Mellon