Institutional Sales Analyst, Officer - State Street Investment Management
Core
Support Account Executives to execute strategic priorities including growing Indexing share of wallet, maintaining Target Date Funds market position, and deepening client relationships.
Role type
Institutional Sales Analyst
Builds
Sales pipeline, client meeting materials, and business presentations for institutional clients
Domain
Financial Services / Asset Management
Required skills
Financial acumen, Relationship management, Project management, Data analysis, Negotiation, Prioritization
Preferred skills
Self-starter, Teamwork, Communication, Business acumen
Technologies
Salesforce
Responsibilities
Partner with Account Executives on client and prospect panels, Prepare client meeting follow-up materials, Work across stakeholders to project manage new business presentations and RFPs, Ensure SalesForce accurately captures account information and pipeline data, Conduct research on accounts including asset pools and asset allocation, Deliver timely reporting to stakeholders on progress
Seniority
Junior, 1-3 years experience