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Institutional Sales Associate
2 weeks ago
The Institutional Sales Associate will be responsible for the following:
- Work closely with the Sales Directors and support them with various aspects of the relationship building and sales processes.
- Ensure RFPs are co-ordinated internally
- Oversee and prepare meeting materials
- Attend meetings, write notes and ensure follow-up is completed
- Undertake research on target markets, identifying potential clients and suitable strategies
- Work with the team to improve/customise marketing & client material
The Institutional Sales Associate will require the following skill set:
- 2-3 years’ experience in a similar role within asset management, e.g. Sales Support, Client Services, Investor Relations etc.
- Strong analytical skills, highly proficient in MS Office (particularly Excel & PowerPoint).
- A keen interest in the investment management industry with a long-term career goal of doing Institutional sales.
- A good independent worker with strong interpersonal skills and the ability to work in a dynamic environment.
- IMC is preferable, and working towards the CFA is desirable.
- Bachelor’s degree is required.
This is a fantastic opportunity to join a reputable investment management house during a time of growth and expansion.