Institutional Sales Service Associate

Institutional Sales Service Associate

Requirements

• 0–1+ years of general business experience, preferably in a sales, marketing, or financial services setting.
• Bachelor’s degree or equivalent experience.
• Strong attention to detail and ability to manage multiple projects with tight deadlines.
• Proficient in Microsoft PowerPoint, Word, and Excel.
• Strong written and verbal communication skills; comfortable working with colleagues at various levels.
• Organized, proactive, and collaborative, with a willingness to take initiative and learn on the job.
• Completes work with a limited degree of supervision while contributing to a team environment.

Responsibilities

• Support the sales team by preparing and distributing client materials, including sales presentations, review books, and customized data. Ensure accuracy and consistency of content.
• Help coordinate logistics for prospect and due diligence meetings, including scheduling, materials, and meeting prep. Learn to identify needs and offer appropriate solutions.
• Assist in planning and coordinating sales-related events, such as roadshows, product sessions, and industry conferences. Ensure timely preparation and delivery of materials.
• Contribute to the development and refinement of team workflows and processes. Raise issues or suggestions to improve efficiency or address compliance concerns.
• Research and summarize industry trends, competitor activity, and current search efforts to support the sales team’s strategic planning.
• Manage contact lists and coordinate mailings to internal and external stakeholders.
• Use Salesforce (CRM) to track contacts, activity, and client engagement.
• Generate standard and customized sales reports to support business analysis.
• Provide general team support and take on additional tasks as needed.

Preferred Qualifications

No preferred qualifications provided.