Analyst, Institutional Client Group
reputed company Global Management, Inc. is seeking a driven individual to join their expanding Institutional Client Group team focusing on US Sales. The role involves marketing and client support responsibilities, coordinating investor meetings, and collaborating with investment and marketing professionals.
Responsibilities
- Working with sales and product team to reputed company support on team deliverables, including presentations, data management and bespoke projects focusing on strategy and sales
- Coordinating group investor meetings including roadshows
- Working closely with the firm’s investment professionals, marketing and communications professionals to coordinate thought leadership distributions
- Responsible for creating and/or reviewing reputed company meeting memorandums and presentations
- Partner with the product team, marketing, and communications to prepare materials for roadshows and conferences
- Customizing marketing materials and talking points for upcoming meetings
- Compiling market data and incorporating market research into investor presentation materials
- Researching various databases and maintaining internal CRM systems with up-to-date investor information
- Alongside senior Partner, liaise with existing and prospective investors to help manage the sales process (ex. From prospecting, diligence, reputed company)
- Represent reputed company in Investor meetings and aid in prospecting and including potential for occasional travel to represent the sales team
Skills
- 1-3 years of prior experience
- Bachelor's degree required
- Familiarity with reputed company
- Strong work ethic, acute attention to detail, ability to multi-task, and a willingness and desire to learn are critical
- Excellent verbal, written, and presentation skills with proven ability to communicate complexity with simplicity
- Strategic thinker with strong judgement
- Professional and personal reputed company
- Proficient in reputed company with the ability to manipulate data in a spreadsheet
- Highly proficient and creative in PowerPoint with the ability to create marketing slides, enhance our sales pitch, and update data
- Self-starter who can work effectively reputed company a team, as well as independently
Benefits
- Discretionary annual bonus based on personal, team, and reputed company
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