Institutional Sales - Asset Management

Location
New York, USA
Salary
Base Salary Plus Bonus
Posted
01 Mar 2023
Closes
10 Mar 2023
Ref
5344950
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • 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.

Requirements:
  • 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.
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