sales analyst New York, NY
Job description
OVERVIEW:
A unique opportunity to launch a career in the alternative investment management industry, gaining a grounding in all aspects of the Sales functions at Capstone Investment Advisors. As part of the team, you will be joining a group of experienced professionals, with the opportunity to benefit from world-class training, and given a significant level of responsibility and exposure to a varied range of activities in a fast-paced environment at a successful, growing firm. The Graduate Analyst will be able to build a successful long-term career at the firm, with the ability to develop into a dedicated Sales, Investor Relations or other role within the firm over time.
In this role, you will support the sales process by conducting research and helping uncover new prospects, support and help drive communication and organization within the team, assist with investor-related trips and meetings and get involved with many other areas of the team and company. This is a great opportunity to build your career and advance within an organization.
RESPONSIBILITIES:
Supporting the Sales Process
- Maintain and update Capstone's client relationship management system (Backstop) with all connectivity and email correspondences
- Liaise between Capital Introductions teams to organize landscape calls and conferences
- Use available tools to engage in research, investor trends and investment mandates to uncover new prospects
- Work with Sales team on prospecting new clients
- Assist with client meeting prep, notes, and follow ups
- Help organize investor trips with Sales and PMs
- Coordinate with Investor Relations on legal documents such as IEQs and NDAs
- Lead weekly team calls and collate agendas and events calendars
- Track client engagement and readership, putting together reports for the team and Senior Leadership
Training
- Become proficient in Capstone's strategies by reviewing fund materials, including master pitches and presentations
- Knowledge-based training, for example CFA
- Skills-based training, for example in presentation and negotiation skills
- Regulatory qualifications, for example Series 3
- Be mentored by a Senior Sales/Client Solutions individual professional
Strategy
- Assist in ad-hoc Client Solutions-specific projects
- Contribute to Sales Technology initiatives to help provide investors with an innovative experience and build efficiencies internally
DESIRABLE CANDIDATES:
- Bachelors or Master's Degree, with interest or experience in a marketing, finance, investor relations, sales or a related field.
- Strong Computer / Excel / PowerPoint 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.
