Responsibilities
- Broadening and maintaining investor base (institutional) with the goal of increasing AUM
- Promoting investment products and services through attending conferences, investor meetings
- Conduct investor meetings and collaborate with investment professionals to design educational materials/fund reports
- Generate and follow up on investor leads to stay abreast of relevant industry trends
Requirements
- 9-12 years of experience in sales, marketing and investor relations with institutional investor base
- Willing to travel as needed for meetings/conferences
- Enjoys working in lean team environment and takes initiative to seek out new opportunities
