CAM is a boutique fixed income manager that specializes in US Corporate credit. Our business primarily consists of 4 separately managed accounts available on several broker/dealer platforms along with a mutual fund offering which replicates one of the SMA strategies available at UBS and in the RIA channel. This is a unique opportunity to help our firm build an internal sales and marketing capability to assist our external personnel service existing relationships and develop new ones.
The ideal candidate will have investment industry and/or marketing experience along with knowledge of website content management, experience with CRM database management, and excellent communication and organizational skills. The candidate must have or have the desire to learn a fundamental understanding of the US Corporate Credit markets and how it fits in the context of an overall asset allocation strategy. This job requires building relationships with financial advisors (FA’s), financial consultants (FC’s) and RIA’s and be able to articulate the value added by CAM to their respective practices. The candidate must be able to discuss the relationship of interest rates, interest rate policy, credit spreads and fundamental credit research in the US Corporate Investment Grade and High Yield markets to FA’s, FC’s and RIA’s. The position may also grow into an outside sales role based on the growth of the employee along with the needs of CAM.
Cultivate relationships with financial representatives via phone contact by initiating outbound marketing phone calls to the broker dealer and RIA community to build awareness and market CAM products; convey sales ideas; provide product information; and gather marketing data and enter into our CRM system.
Work with External Partners to develop marketing strategies for obtaining leads and meetings with current and prospective FA’s, FC’s and RIA’s.
Service existing FA’s, FC’s and RIA’s by being the primary contact at CAM for inbound calls concerning marketing and sales issues.
Manage and assist updating the firm’s websites to ensure content is relevant and fresh to help drive traffic and capture data for lead generation.
Bachelor’s degree or equivalent work experience
2-3 years’ experience in financial services or marketing related field
Team oriented, self-starter with the ability to manage time and workflow
Strong verbal and written communications skills with attention to detail
Prior experience in the asset management business with proficiency in Zephyr, Morningstar and Mail Chimp
Prior sales experience
Additional Salary Information: Negotiable based on experience
Cincinnati Asset Management has specialized in the management of fixed income securities for their clients for over 25 years. We concentrate our efforts exclusively in the North America taxable bond market managing a range of strategies from the very conservative to the more opportunistic. In all cases fundamental credit research is a primary element of our security selection process.