Note: The job is a remote job and is open to candidates in USA. Avance Consulting’s client is a global placement firm seeking an institutional salesperson for its North American fund placement team. The role focuses on marketing alternative asset funds, developing institutional investor relationships, coordinating roadshows, and supporting co-investment, secondary transaction, client origination, and project management activities.
Responsibilities
- Cover institutional investors in the US and execute in the distribution of funds
- Manage client road shows and schedules
- Research and perform due diligence on potential clients (fund managers), secondary transactions and co-investments
- Assist the team in project management supporting existing clients
- Maintain and ensure the accuracy of the firm’s CRM system
- Communication with institutional investors to discuss portfolio objectives and introduce the firm’s fund offerings
Skills
- Level: VP to Managing Director
- Minimum of 5-7 years of private placement experience. Previous Investor Relations or Placement Agent experience is preferred
- Excellent sales skills, verbal and written communication skills, and research skills required
- Consultative marketing approach and the ability to interact and communicate effectively with all levels of a financial services organization
- Ability to operate in a high pressure, entrepreneurial environment and to show initiative and strong self-direction
- Ideal candidate should have an understanding of alternative investment strategies including private equity, venture capital, and real estate
- Strong software skills
- Google Docs, MS Excel, MS Word, MS PowerPoint
- BS or BA in Marketing/Finance/Economics/Engineering
- Series 7, 63 or 65; SIE and 79 or 82
- The position is remote
- MBA or CFA preferred
Benefits
- Ability to work remotely
- Performance-based compensation system
- Significant Commission Upside correlated to defined performance metrics
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