Client Solutions

Client Solutions

Requirements

• Bachelors or Master’s Degree, with interest or experience in a marketing, finance, investor relations, sales or a related field
• Strong Computer / Excel / PowerPoint / Programming / Python skills
• Strong communication skills
• Motivated and proactive. Able to work independently within a team
• Extremely organized and high attention to detail
• Ability to multitask and prioritize among many time-sensitive demands

Responsibilities

• Provide support to US-based sales team
• Maintain and update Capstone’s client relationship management system (Backstop) with investor connectivity, including meeting/call notes and email correspondences
• Assist with sales pipeline management and reporting to senior management on the sales process
• Use available tools to engage in research, investor trends, and investment mandates/RFPs to uncover new prospects
• Work with Sales team on prospecting new clients and relationship maintenance for existing clients
• Prepare client meeting prep materials, handle meeting/call notes, and assist with follow up correspondence
• Help organize travel and events with Sales and PMs, including PM roadshows, educational lunch events, and meetings surrounding conferences
• Support Capital Introduction/Prime Broker relations – coordinate hedge fund conferences, prep presenters/speakers, prep investor attendee notes and materials
• Coordinate with Investor Relations on investor communication, reporting, RFP submissions and legal documents
• Potential involvement in planning Capstone’s educational events, such as GVS, DRF and topical webcasts
• Potential to travel and attend industry conferences to represent Capstone
• Work with Capstone’s Solutions Team to assist in Compliance approval and tracking of materials for prospective investors
• Support Sales Team by automating reporting processes where needed

Preferred Qualifications

No preferred qualifications provided.