Investment Sales Associate

Investment Fund AssociateNew York, NY | Full time

Our client is looking for a dynamic Investment Fund Associate who will be responsible for identifying and developing new business opportunities. In this role, you will be expected to research and target potential clients, generate leads, and nurture relationships with prospects. You will also be responsible for analyzing data and developing strategies to improve lead-generation efforts.

We offer a competitive salaryA comprehensive benefits packageBonus program

Essential Duties

Identifying and generating new business leads through various channels including market research, cold calling, email campaigns, and social mediaProvide marketing support in building a pipeline of leads to meet business plans, quotas and company objectives. Responsible for generating leads through various channelsResearch and identify potential leads through various channels, including online research, social media, and networking eventsContact and qualify leads through phone calls, emails, and other communication methodsDevelop and maintain a database of leads and prospects for future referenceAnalyze and report on metrics to track progress and identify areas for improvementStay up-to-date with industry trends and best practices for lead generationProvide exceptional customer service to prospects and clientsManage and prioritize multiple tasks and projects to meet deadlinesAttend industry events and conferences to network and generate leadsPerform other duties as assigned or requested.

The ideal candidate

Bachelor’s degree (or comparable equivalent) from an accredited institution.Experience in financial services, especially client-facing roles preferred2+ years of experience in credit investing, credit analysis, an understanding of financial markets and the investor landscapeExcellent interpersonal skills and be motivated to put these to work in a sales and marketing roleExperience working in Excel and PowerPoint. Some experience working with CRM databases would be usefulMust have excellent verbal and written communication skills and the ability to work in and promote a team-oriented environment.