Alternative Investments - Internal Associate
Core
Support senior sales team members by serving as a point of contact for investors, coordinating client meetings, and driving new business for alternative investment products.
Role type
Internal sales associate (alternative investments)
Builds
Client relationships and new business for hedge funds, private equity, private credit, real estate, digital assets, and structured notes
Domain
Financial services / Alternative investments
Deliverable
client delivery
Required skills
Alternative asset class knowledge, investor relations, meeting coordination, AI tool proficiency, analytical problem-solving, Microsoft Office, Salesforce
Preferred skills
Series 7 & 63 licenses, private wealth management experience, digital assets knowledge
Technologies
Salesforce, Microsoft Office, AI tools
Responsibilities
Serve as a point of contact for existing investors, coordinate client meetings and conference calls with Asset Managers, support the sales process for new business, leverage AI tools for research and meeting prep
Seniority
Associate, 2-3+ years experience