Investment Specialist

Title Investment Specialist
Categories Financial, Financial Services (Corporate/Banking)
Job ID 2636
Location New York City
Job Information

Our client, a hedge fund in New York City, is seeking an Investment Specialist to join their firm. This individual will perform as part of a team that includes 1 to 2 Regional Director(s), with a primary responsibility of driving mutual fund sales and relationship management within our Intermediary Sales team.

ESSENTIAL TASKS
•Drive sales by developing, maintaining, and deepening relationships with new and existing FAs; influence FA choices using a consultative sales process
•Partner with Regional Director(s) to develop a business plan, manage a territory, and drive regional and corporate goals and objectives
•Make proactive telephone calls to an assigned territory for scheduling, prospecting or relationship development purposes
•Answer and convert inbound calls from the territory into additional opportunities to drive sales
•Become a product specialist, by being knowledgeable about every Fund and able to clearly articulate Firm and product information within Firm guidelines, including investment philosophy, purchase/sales decisions, and holdings information
•Demonstrate an understanding of all accounts/distributors, including specific rules of engagement for distributors and platforms
•Use CRM system and other applications to research business, log activity, and run competitive analysis
•Prioritize and manage daily, weekly, and monthly workload
•Work as part of a close-knit team to support all sales and client service activities and goals
•Limited travel in territory as well as work conferences when applicable

ADDITIONAL QUALIFICATIONS:

Education and Experience:
•At least 2 years of experience in the financial services industry
•Bachelor’s degree
•Must have Series 6 or 7 and 63
•Requires basic knowledge of the organization, products and/or services
•Proficient in software applications (ex. Microsoft Word, Excel.)
•Excellent customer service skills with the ability to actively listen to clients and demonstrate
•Capable of effectively operating in a team oriented and highly collaborative environment
•Excellent interpersonal, leadership and oral/written communication skills

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