An Alternative Investment Firm is seeking an Associate to support the Sales and Investor Relations teams.
Responsibilities include:
- Assisting the sales team with prospecting to find new investors
- Advising sales desk, financial advisors, and partners; addressing questions, updates, analyses, and more
- Analyze partner data to strategize future prospecting
- Partner with Investor Relations and Marketing teams to create educational content for investor audiences
Qualifications:
- Bachelor's degree
- 3-10 years' experience in Finance; experience with alternative strategies a plus
- Series 3 and NFA swaps proficiency exams a plus; requirement once hired
- Strong organizational, presentation, and public speaking skills