A financial services company in California is actively seeking a dedicated and analytical professional to join their staff as their new Junior Sales Associate.
In this role, the Junior Sales Associate will develop a granular understanding of the Firm’s investment and operation processes to effectively communicate with prospective and existing investors.
Responsibilities
The Junior Sales Associate will:
Work with the team in marketing and capital raising efforts
Identify, cultivate, and maintain relationships with institutional investors, family offices, and high net worth individuals to raise capital across all strategies
Update and manage client/sales management system to ensure it’s being fully utilized and streamlined for asset raising
Collaborate with operations and investment teams to ensure delivery of scheduled reporting, ad-hoc analytics and DDQ/RFP/RFI requests in an accurate and timely manner
Qualifications
Bachelor's degree
2-6+ years of related experience
Proficiency with computer platforms and applications
Ability to multitask
Excellent communication skills
Highly organized
Strong interpersonal skills