Job Description
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Working at PPM America, Inc.
PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We take a hard work, straight talk, full transparency and humility approach to our work. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career.
Values
At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners.
At PPM, we offer volunteer opportunities to get involved with a network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
Global Client Group
PPM's Global Client Group is responsible for managing and developing relationships with institutional asset owners and key intermediaries across the US and non-US markets and for supporting, maintaining, and growing those client and partner relationships. The types of asset owners encompass public and private defined benefit plans, non-profit institutions, insurance companies, sub-advisory, sovereign wealth funds and multi-employer benefit plans. Key intermediaries include Tier 1 and Tier 2 consultants, strategic international partnerships, and third-party marketing relationships that help broaden PPM's reach. The focus of the team is to strategically, systematically and organically grow external client business for the firm by embracing an all-hands-on-deck, collegiate and collaborative approach and to strive for 100% client satisfaction and retention.
Job Purpose
The Global Client Group Analyst works closely with both the global distribution team and the global relationship management team, collaborating to support the organization's client-focused initiatives. This role is cross-functional in nature and requires a strong desire to collaborate, a high level of attention to detail, and eagerness to learn.
Essential Responsibilities
• Works closely with members of the global distribution and the global relationship management teams and supports efforts to strengthen relationships with clients, partners and prospects, as well as key stakeholders internally.
• Enables the distribution and relationship management teams to function at maximum efficiency by providing support on both day-to-day activities, as well as special projects.
• Develops a familiarity with PPMA's investment strategies, processes, and philosophy to be able to engage with team members and understand how best to support their needs.
• Support functions include presentation compilation, coordination of follow-up requests, ability to create competitor analysis, CRM support, shepherding RFPs/RFIs, some data entry, and other day-to-day projects.
• Collaborates with other internal departments, such as Marketing & Communications, Portfolio Management, Portfolio Services, Credit Research, and Legal & Compliance.
Other Duties
• Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
• Must be self-starter that demonstrates entrepreneurial spirit, self-discipline, and motivation.
• Collaborative skills.
• Exceptional oral and written communication skills.
• Ability to work with a sense of urgency and keen eye for detail.
• Ability to work in a cross-functional environment.
• Strong interpersonal, organizational, and client-centric skills.
• Strong project management skills, with ability to lead.
• Ability to gather information from various parts of the organization and package the content into a coherent and relevant message for the intended audience.
• Familiarity with CRM systems. Experience with Microsoft Dynamics is a plus.
• Familiarity with third-party database tools such as eVestment, FinSearches, and PitchBook.
• Familiarity with fixed income strategies.
• Familiarity with alternatives strategies such as real estate debt and private equity.
• Fluency in another language is a plus (client base includes various European and Asian countries).
Qualifications
• Bachelor's Degree required.
• 0-2 years of experience at an institutional asset management firm or institutional consulting firm required.
Benefits:
At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
• Competitive salary and bonus
• Medical, dental and vision coverage
• For eligible employees, $2 for $1 matching on 401k contributions, up to a max matching contribution of 12% of your eligible compensation.
• Tuition and professional certification reimbursement
• Paid parental leave
• Adoption assistance
• Holidays and paid time off
• Paid time off to volunteer
Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, ****** orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Base Pay:
$75,000.00 - $85,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.
Working at PPM America, Inc.
PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We take a hard work, straight talk, full transparency and humility approach to our work. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career.
Values
At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners.
At PPM, we offer volunteer opportunities to get involved with a network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
Global Client Group
PPM's Global Client Group is responsible for managing and developing relationships with institutional asset owners and key intermediaries across the US and non-US markets and for supporting, maintaining, and growing those client and partner relationships. The types of asset owners encompass public and private defined benefit plans, non-profit institutions, insurance companies, sub-advisory, sovereign wealth funds and multi-employer benefit plans. Key intermediaries include Tier 1 and Tier 2 consultants, strategic international partnerships, and third-party marketing relationships that help broaden PPM's reach. The focus of the team is to strategically, systematically and organically grow external client business for the firm by embracing an all-hands-on-deck, collegiate and collaborative approach and to strive for 100% client satisfaction and retention.
Job Purpose
The Global Client Group Analyst works closely with both the global distribution team and the global relationship management team, collaborating to support the organization's client-focused initiatives. This role is cross-functional in nature and requires a strong desire to collaborate, a high level of attention to detail, and eagerness to learn.
Essential Responsibilities
• Works closely with members of the global distribution and the global relationship management teams and supports efforts to strengthen relationships with clients, partners and prospects, as well as key stakeholders internally.
• Enables the distribution and relationship management teams to function at maximum efficiency by providing support on both day-to-day activities, as well as special projects.
• Develops a familiarity with PPMA's investment strategies, processes, and philosophy to be able to engage with team members and understand how best to support their needs.
• Support functions include presentation compilation, coordination of follow-up requests, ability to create competitor analysis, CRM support, shepherding RFPs/RFIs, some data entry, and other day-to-day projects.
• Collaborates with other internal departments, such as Marketing & Communications, Portfolio Management, Portfolio Services, Credit Research, and Legal & Compliance.
Other Duties
• Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
• Must be self-starter that demonstrates entrepreneurial spirit, self-discipline, and motivation.
• Collaborative skills.
• Exceptional oral and written communication skills.
• Ability to work with a sense of urgency and keen eye for detail.
• Ability to work in a cross-functional environment.
• Strong interpersonal, organizational, and client-centric skills.
• Strong project management skills, with ability to lead.
• Ability to gather information from various parts of the organization and package the content into a coherent and relevant message for the intended audience.
• Familiarity with CRM systems. Experience with Microsoft Dynamics is a plus.
• Familiarity with third-party database tools such as eVestment, FinSearches, and PitchBook.
• Familiarity with fixed income strategies.
• Familiarity with alternatives strategies such as real estate debt and private equity.
• Fluency in another language is a plus (client base includes various European and Asian countries).
Qualifications
• Bachelor's Degree required.
• 0-2 years of experience at an institutional asset management firm or institutional consulting firm required.
Benefits:
At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
• Competitive salary and bonus
• Medical, dental and vision coverage
• For eligible employees, $2 for $1 matching on 401k contributions, up to a max matching contribution of 12% of your eligible compensation.
• Tuition and professional certification reimbursement
• Paid parental leave
• Adoption assistance
• Holidays and paid time off
• Paid time off to volunteer
Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, ****** orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Base Pay:
$75,000.00 - $85,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.
💡 Quick Summary
Seeking a career-building opportunity? The Analyst, Global Client Group position is now open for candidates interested in the Operations Executive Jobs sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
