Institutional Client Associate

New

Skills

Ms Office Salesforce

Job Overview

Partner with GCR RMs to grow relationships with consultants and asset managers. Learn industry, markets, client types, products, and narratives. Support fundraising via meeting prep, follow-up, and roadshows. Manage CRM data, pipeline, and sales strategy for the territory. Use Preqin, eVestment, WithIntelligence to gain investor insights. Compile data and deliver updates on fundraising, feedback, and trends.

Responsibilities
  • Partner with GCR RMs to grow relationships.
  • Support fundraising activities.
  • Manage CRM data and sales strategy.
Requirements & Qualifications
  • 0-3 years of experience
  • Bachelor’s degree required; internship preferred.
  • FINRA Series 7 and 63 licenses required; SIE a plus;
  • Interest in financial services
  • Strong interpersonal and communication skills
  • Proficient in Salesforce and MS Office

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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