Institutional Sales - Asset Management
- Finance Network
- New York, USA
- Base Salary Plus Bonus
- 01 Mar 2023
- 10 Mar 2023
- Job Function
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Raise capital from US institutions including pensions for global investment products.
- Initiate research to target potential investors for business development and attend investor meetings.
- Create, customize and review presentations, fact sheets, marketing materials and questionnaires.
- Maintain CRM data post investor meetings. Help build and support marketing campaigns by using existing CRM contacts and identifying potential investors.
- Complete Requests for Proposals and Due Diligence Questionnaires.
- Update client reports monthly / quarterly.
- Schedule and arrange conference calls, client meetings, road shows and investor events.
- 5 - 10+ years of institutional sales experience within the asset management industry
- Strong understanding of institutional investors and / or intermediary channels.
- Knowledge of international investment strategies and benchmarks.