Note: The job is a remote job and is open to candidates in USA. RoboStrategy is a public investment vehicle focused on providing investors with access to transformative robotics companies and is managed by FP Strategies. The Institutional Sales Associate will own a segment of allocator coverage, develop institutional relationships, originate meetings, manage diligence and fundraising processes, maintain the sales pipeline, and support senior distribution mandates.
Responsibilities
- Own your coverage. Carry a defined segment of institutional, family office, and RIA relationships; originate meetings, manage follow-through, and progress allocations within it
- Bring your network. Engage the relationships you have built in prior fund distribution roles and develop them on behalf of the platform
- Manage diligence processes. Draft and maintain DDQ and RFP responses, data requests, and allocator presentations to an institutional standard
- Support senior mandates. Prepare materials, participate in meetings, and manage execution alongside the Director of Institutional Sales and the CCO on the firm’s largest opportunities
- Maintain the pipeline. Own CRM discipline, target-list management, and coverage reporting across the distribution function
- Monitor the market. Track allocator activity, peer funds, and flows, and surface intelligence that informs targeting and positioning
Skills
- 3-6 years in fund distribution or capital raising at an asset manager or fund platform. Experience at a publicly listed fund is preferred; private fund experience is also relevant. This is a prerequisite: we are not considering candidates from unrelated backgrounds
- An existing network of allocator, advisor, or intermediary relationships appropriate to your level, with examples of relationships you have originated or developed
- Direct experience with allocator diligence processes, including DDQs, RFPs, and data requests
- Evidence of contribution to raised assets in prior roles, with the ability to describe your specific role in those outcomes
- Strong written and verbal communication to an institutional standard
- FINRA Series 7 and 63 (or willingness to obtain promptly); progress toward CFA or CIMA a plus
- Ready for more ownership than their current seat provides, and motivated by being measured on coverage outcomes
- Rigorous with detail and follow-through; allocator processes reward consistency over months
- Genuine conviction in robotics and frontier technology, with the commitment to learn the strategy in depth
- High judgment and discretion with sensitive information in a regulated, publicly listed context
- Proficient with modern AI tools to extend research, preparation, and coverage capacity
- Experience at a publicly listed fund is preferred; private fund experience is also relevant
Benefits
- Substantial and expanding ownership of a defined coverage segment and personal book of relationships
- A defined progression path to a senior coverage seat
- Opportunity to work closely with the Director of Institutional Sales and the Chief Commercial Officer on the firm’s largest mandates
Company Overview