Internal Sales Representative – U.S. Wealth Analyst
Core
Provide sales and administrative support to external sales representatives, drive proactive sales solicitation, and assist in managing client relationships for AQR strategies.
Role type
Junior internal sales representative (analyst)
Builds
AQR investment strategies for U.S. taxable investors, Family Offices, and Registered Investment Advisors
Domain
Asset management / Wealth management
Required skills
Sales solicitation, Client relationship management, CRM database management, Analytics preparation, Presentation creation, Excel proficiency, PowerPoint proficiency, Territory management support
Preferred skills
FINRA Series 7 and 63 licenses, Investment management industry knowledge, Economics/Finance/Business background
Responsibilities
Schedule meetings and prepare client/prospect materials, Drive sales via email and phone, Update CRM databases, Assist senior relationship managers with territory data, Collaborate with Portfolio Management and Compliance teams, Develop product and asset class knowledge