1 день назад
Alternatives Sales Senior Associate
125 000 - 140 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Alternatives Sales Senior Associate (Alternative Investments): Supporting business development, investor relations, and fundraising for PIMCO’s alternative investment products with an accent on client servicing, advisor education, and cross-functional coordination. Focus on analyzing business data, maintaining sales pipelines and CRM reporting, preparing briefing materials, and managing complex client-focused initiatives.
Location: New York, NY, USA
Salary: $125,000–$140,500 per year, plus discretionary bonus
Company
is a global investment management firm focused on active fixed income and public and private market investment solutions.
What you will do
- Support Alternatives Account Managers with business development, strategic campaigns, investor relations, and fundraising for alternative investment products.
- Develop subject-matter expertise in alternative strategies and serve as a resource for wealth management sales teams, advisors, and account associates.
- Service existing clients, educate advisors, respond to client and prospect inquiries, and support new business initiatives.
- Prepare meetings, draft briefing memos, manage CRM queries, maintain pipeline and business reports, and respond to questionnaires.
- Build repeatable processes, analyze business information, and improve operational efficiency and reporting accuracy.
- Collaborate with sales, portfolio management, product strategy, marketing, legal and compliance, operations, vendors, and partner firms.
Requirements
- Bachelor’s degree required, preferably in business, finance, economics, mathematics, or accounting.
- Current Senior Associate at and 2–6 years of preferred professional experience in investment management.
- Series 7 and Series 63 licenses required.
- Strong interest in alternative strategies and a demonstrated track record of fundraising for alternative products.
- Established relationships across ’s Internal and Field Sales teams.
- Strong analytical and communication skills using Excel, PowerPoint, Power BI, CRM systems, and external databases.
Nice to have
- CFA or CAIA candidacy.
Culture & Benefits
- High-performance, inclusive culture centered on Collaboration, Openness, Responsibility, and Excellence.
- Fast-paced professional environment with shifting priorities and complex, unstructured responsibilities.
- Total compensation includes a fixed base salary and discretionary performance bonus.
- Commitment to equal employment opportunity and reasonable accommodation for qualified candidates with disabilities.
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