About Ares Wealth Management Solutions (AWMS)
Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing and client management activities of investment offerings for the global wealth management channel. With a team of more than 150 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate, infrastructure and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.
Ares Management is seeking a highly motivated, detail-oriented team player who thrives in a fast-paced environment to join the Ares Product Management Team to support marketing and investor relations activities. The analyst role will support various product management teams across Ares by leveraging firm-wide resources to respond to Requests for Proposals ("RFPs"), Requests for Information (“RFIs”), Due Diligence Questionnaires ("DDQs”), and ad-hoc queries for clients/prospective investors. This role is integral to the business development efforts of the firm and will work closely with various teams to ensure that all responses are compelling, accurate, and completed on a timely basis.
Primary Functions & Responsibilities:
- Manages the coordination and timely completion of RFPs, RFIs and DDQs – including compiling existing language, creating new language as needed, and reviewing documents to ensure high quality, error-free final responses.
- Collaborates closely with product management and relationship management teams to promptly respond to client-driven requests.
- Works closely with subject matter experts from across the organization, including the broader WMS product specialist team, investor relations, compliance, legal, risk, ESG, operations, finance, and technology teams to write and edit standard and/or craft customized language as needed.
- Liaise with other internal support departments to obtain data, supporting documentation, and other responsive information.
- Demonstrates excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with senior team members under tight deadlines.
- Reviews, proofreads, and checks qualitative and quantitative content for accuracy, including questionnaires and industry databases.
- Works confidently with quantitative data.
- Maintains and updates investor data rooms with the latest documentation, including financials, legal agreements, and strategic reports, while managing secure access for current and prospective investors.
- Collaborate with the strategic development team to design and implement a comprehensive due diligence tracking system.
- Possesses the ability to pivot and work on multiple strategies/asset classes as needed.
Education:
- Bachelor's Degree from an accredited university or international equivalent, preferably in a related field (economics, finance, accounting, or marketing).
Experience Required:
- 1-3 years of financial industry experience preferred with experience in an investor relations, client services or RFP teams a plus
General Requirements:
- Strong written and verbal communication skills to communicate effectively with subject matter experts across multiple departments, with the ability to articulate clear responses
- Self-starter with a strong work ethic who can stay calm and focused in a fast-paced environment while juggling multiple concurrent deadlines
- Desire and ability to work in a dynamic, collaborative team environment with excellent interpersonal skills
- Highly organized with an exceptional attention to detail, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy
- Problem solver with ability to research solutions and suggest resolutions
- Must be process and detail-oriented, placing a high priority on accuracy with particular focus on qualitative and quantitative accuracy
- Problem solver with ability to research solutions and suggest resolutions
- Working knowledge of asset management industry
- Proficiency with Microsoft Office Suite
- Experience with Salesforce, Loopio RFP software, a plus
