Associate, Client Research
Core
Source and prospect industry experts for institutional investors and hedge fund managers to facilitate one-on-one consultations and primary research.
Role type
Associate, Client Research (Expert Network)
Builds
Expert call services connecting investors with industry decision-makers
Domain
Financial services / Investment research / Expert network
Deliverable
client delivery
Required skills
strategic sourcing, cold outreach, LinkedIn prospecting, phone outreach, project ownership, quota management
Preferred skills
sales experience, recruiting experience, account management experience
Responsibilities
Source and prospect industry experts for time-sensitive projects; Contact top decision-makers and C-level executives via LinkedIn, email, and phone; Connect investors with decision-makers to support informed decisions; Take ownership of multiple projects simultaneously; Exceed quotas and meet monthly metrics
