Alts Sales Desk Associate – Advisor Relations

Alts Sales Desk Associate – Advisor Relations

Requirements

• 1-4 years of experience in one or more of the following areas: investor relations, client service and/or sales.
• Experience working with private funds and deep knowledge of the Alternative Investment asset management industry required; knowledge of real estate, infrastructure and/or private equity preferred.
• Experience working directly with private fund investors, with a focus on servicing investors to build and strengthen relationships.
• Excellent writing skills
• Proficiency in Microsoft Office
• Experience with Salesforce
• Series 7 and 66 licenses required upon hire or within 4 months of joining the team.

Responsibilities

• Ability to work in a fast-paced, dynamic environment and to handle multiple projects at a time.
• Collaborate across internal groups to oversee the response to investor requests and questionnaires.
• Articulately communicate with key internal stakeholders in a knowledgeable, clear, and professional fashion.
• Ability to work independently and as a team player.
• Positive attitude and willingness to take a proactive, problem-solving approach to work.
• Demonstrated comfort with presenting in front of both small and large groups.
• General knowledge and comfort level with financial concepts and financial markets.

Preferred Qualifications

• Knowledge of real estate, infrastructure and/or private equity preferred.