Sales Engineer (Hybrid- NYC)
Core
Pre-Sales Business Solutions Professional supporting the sale of Portfolio Master – Order, Portfolio & Risk Management solutions to hedge funds and alternative investment managers.
Role type
Pre-Sales Solutions Engineer (Quota-Carrying)
Builds
Broadridge Asset Management Solutions (Portfolio Master, Order, Risk Management)
Domain
Asset Management / Hedge Funds / Alternative Investments
Deliverable
product features
Required skills
Derivatives knowledge, Valuation expertise, Risk Management, Portfolio Management, Order Management, RFP/RFI handling, POC delivery, CRM usage, Excel, PowerPoint
Preferred skills
Fixed Income, Rates, Structured Products, OTC asset classes
Technologies
CRM, Excel, PowerPoint
Responsibilities
Support pre-sales process for potential and existing hedge fund clients, conduct product demonstrations and technical explanations, assist in RFP/RFI completion, deliver tailored Proofs of Concept (POC), identify and organize resources for sales opportunities.
Seniority
Mid-level (3-5 years experience)