Asset Management Distribution & Reporting Consultants (Pipeline role)

Location: Remote - US

Type: Permanent or Subcontractor

About Cutter:

At Cutter Associates, we empower the world’s leading asset managers and asset owners with the intelligence they need to stay ahead. For nearly 30 years, and with a global presence, we’ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. Our global team is known for its deep domain expertise, collaborative spirit, and relentless curiosity. As we expand into new markets and capabilities, now is the perfect time to grow your career with a company that values insight, innovation, and impact.

About the needs:

We are building a pipeline of candidates for future consulting opportunities. These roles will support client engagements across asset management distribution, CRM, client reporting, marketing, and investor relations. We are inviting expressions of interest from professionals with expertise in these areas who would like to be considered for upcoming projects. If you’re ready to accelerate your career while helping our clients evolve, we’d love to connect.

Why Cutter:

At Cutter Associates, we believe people do their best work when they’re trusted, supported, and empowered to thrive - wherever they are.

• Established credibility, entrepreneurial spirit – Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm.

• Small team, global reach - With under 100 employees, your work is recognized and impactful. We partner with leading investment firms across North America, EMEA, and APAC, giving you meaningful exposure and exciting challenges.

• Fully remote, fully connected - We’re a remote-first company with a flexible work model and a deeply collaborative culture.

• Growth-focused - From client exposure and internal knowledge groups to tailored learning paths, we invest in your development from day one.

• Performance-driven, people-first - We offer competitive pay, bonuses, profit sharing, and benefits that support your whole self.

• A culture that values people - We take pride in our thoughtful, collaborative, and inclusive environment. We’re a team of individuals who care deeply - about our work, our clients, and each other.

Whether you’re launching your consulting career or bringing decades of experience, Cutter is a place where you can thrive.

Role and Responsibilities:

We are seeking experts with experience in one or more of the following areas:

• Asset Management Intermediary Distribution Data: broker dealer data packs, ISS Market Intelligence – MarketPro Suite, FINTRX, SS&C – WalletShare & SalesConnect, Broadridge

• CRM Administration: Salesforce, Microsoft Dynamics 365

• Sales & Relationship Management: client journeys & sales process optimization, institutional & intermediary hierarchy, RFP management

• Marketing: social media & digital marketing, thought leadership management, advertising & sales material development

• Investor Relations: investor lifecycle management, fund raising management, capital calls & distributions, investor reporting, investor requests & case management

• Client Reporting Tool Expertise: FactSet VRS, SimCorp Client Reporting Solution, Kurtosys, Assette

Key Responsibilities:

• Lead and support client engagements from discovery to implementation

• Translate business needs into system requirements and future state designs

• Support vendor tool implementations with hands-on configuration and set-up

• Independently produce deliverables and SME content that is ready for client distribution

• Conducts research to answer questions and produce relevant client materials

Qualifications:

• Strong communication, time management, and client-facing skills

• Deep knowledge of asset management distribution and investment management workflows, data, and systems

• Experience creating high-quality deliverables and facilitating workshops

• Understanding of asset management product vehicles: institutional and retail separately managed accounts (SMAs), ETFs, CITs, UCITs, Mutual Funds, GP/LPs

Benefits at a Glance (for permanent employees):

Our benefits vary slightly by location but are designed to support your health, financial wellness, and life outside of work. Highlights include:

• Competitive salary with annual performance bonus and profit-sharing opportunity

• 401(k) match (U.S.) or Superannuation contributions (Australia)

• A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering

• Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia)

• Long-term disability and life insurance fully paid by the company (U.S.)

• Flexible work model - fully remote with optional access to co-working spaces or offices

• Global collaboration and travel opportunities across North America, EMEA, and APAC