Assistant Manager, Institutional Business Sales Support
Core
Producing high-quality sales collateral, managing RFP/RFI/DDQ responses, and supporting client onboarding and data reporting for an asset management firm.
Role type
Assistant Manager, Institutional Business Sales Support
Builds
Pitch books, fact sheets, presentation decks, RFP/RFI/DDQ responses, client reports, and CRM records
Domain
Asset Management / Institutional Sales
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial markets knowledge, persuasive writing, project management, CRM proficiency, data accuracy
Preferred skills
CFA/CAIA designation
Technologies
Salesforce, Microsoft Office Suite (PowerPoint, Excel, Word)
Responsibilities
Develop and maintain sales collateral libraries; manage RFP/RFI/DDQ processes; fulfill ad-hoc client data requests; assist in client onboarding; conduct market and competitor intelligence
Seniority
Mid-level, hands-on IC
