Alternative Investments - Internal Associate
Core
Internal sales professional supporting senior Business Development team members in managing relationships with existing investors and prospects for alternative investment products.
Role type
Internal Associate (Sales Support)
Builds
Alternative investment products (hedge funds, private equity, private credit, real estate, digital assets, structured notes) for independent financial advisors
Domain
Financial Services / Alternative Investments
Deliverable
client delivery
Required skills
alternative asset class knowledge, investor relationship management, client meeting coordination, AI tool proficiency, analytical problem-solving, Microsoft Office proficiency
Preferred skills
Series 7 & 63 licenses, Salesforce experience, private wealth management background
Technologies
Salesforce, Microsoft Office, AI tools
Responsibilities
Support senior Business Development team in building client relationships, act as point of contact for investor inquiries, coordinate client meetings and conference calls with Asset Managers, leverage AI tools for research and meeting preparation
Seniority
Associate, individual contributor