Institutional Sales Analyst/Associate
Core
Support senior Relationship Managers to cover a regional territory by helping progress clients through the sales funnel and service existing clients.
Role type
Junior institutional sales analyst
Builds
Sales/fund resource materials, executive-ready dashboards, and tracking packages
Domain
Alternative investments (private credit, PE, real assets)
Deliverable
dashboards & analysis
Required skills
Investor lifecycle management, meeting logistics, due diligence coordination, CRM data hygiene, reporting, Excel, PowerPoint
Preferred skills
FINRA licensing (Series 7/63), alternative investments familiarity, AI/automation tools, Salesforce
Technologies
Excel, PowerPoint, Salesforce, AI-enabled tools
Responsibilities
Support senior Relationship Managers across the full investor lifecycle; Own meeting logistics and follow-up; Maintain high-touch coverage of client requests; Build and maintain recurring reporting and tracking packages; Track and cover client leads; Provide day-to-day institutional sales support
Seniority
Junior, IC