Landing Point
Base pay range
$65,000.00/yr - $80,000.00/yr
Overview The role of a Relationship Associate is to serve as a direct and dedicated resource for the North America Business Development Team. The Associate will work under the direct supervision of their assigned regional team members.
Responsibilities
Increasing the number of high-quality prospect touch points (meetings, calls, events)
Prospect lists: Maintain current prospect list in CRM and outside of CRM including tags which identify areas in which the prospect is interested
Increase quality of meetings and events
Own meeting logistics
Calendar invitations and logging to Salesforce
Prep notes
Presentation materials (soft and hard copies where applicable)
Translate prospect touch points into business
Document and maintain meeting notes
Required Skills
2-3 years of experience in the investment management business
Bachelor’s Degree (or equivalent)
Strong ability to create, operate, maintain and organize databases
Proficient in MS Excel and other Microsoft applications
Excellent written and verbal communication capabilities
Strong organizational skills and attention to detail
Strong analytical skills
Demonstrated understanding of investment strategies and markets, including fixed income, equity and alternatives
Some basic knowledge of the North American asset management industry
Previous experience working with SalesForce or another CRM preferred
Will be required to pass Series 63, 7 and 3 within one year
Seniority level Associate
Employment type Full-time
Job function Business Development
Industries Investment Management
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Overview The role of a Relationship Associate is to serve as a direct and dedicated resource for the North America Business Development Team. The Associate will work under the direct supervision of their assigned regional team members.
Responsibilities
Increasing the number of high-quality prospect touch points (meetings, calls, events)
Prospect lists: Maintain current prospect list in CRM and outside of CRM including tags which identify areas in which the prospect is interested
Increase quality of meetings and events
Own meeting logistics
Calendar invitations and logging to Salesforce
Prep notes
Presentation materials (soft and hard copies where applicable)
Translate prospect touch points into business
Document and maintain meeting notes
Required Skills
2-3 years of experience in the investment management business
Bachelor’s Degree (or equivalent)
Strong ability to create, operate, maintain and organize databases
Proficient in MS Excel and other Microsoft applications
Excellent written and verbal communication capabilities
Strong organizational skills and attention to detail
Strong analytical skills
Demonstrated understanding of investment strategies and markets, including fixed income, equity and alternatives
Some basic knowledge of the North American asset management industry
Previous experience working with SalesForce or another CRM preferred
Will be required to pass Series 63, 7 and 3 within one year
Seniority level Associate
Employment type Full-time
Job function Business Development
Industries Investment Management
#J-18808-Ljbffr