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Sales Associate

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
New York
 NY
Postal Code
10017
Country
United States

This job is no longer active.

Description


Job Purpose
To support the Sales team in achieving capital raising objectives by providing pro-active sales support, client service and direct sales for US clients and prospects

Key Responsibilities
Sales/Capital Raising
  • Raise capital and manage relationships with prospective institutional investors within a defined coverage market
  • Help create and update product pitchbooks, material for client meetings and due diligence meetings
  • Sales responsibilities will grow over time

Sales Support
  • Coordinate responses to RFI's, RFP's and Due Diligence in coordination with the RFP team and the investment teams
  • Proactively research client segments, market trends and contribute to the development of sales strategy
  • Help maintain Salesforce and marketing lists
  • Coordinate conference calls and due diligence as well as the preparation of roadshows

Client Service
  • Respond in a timely manner to any queries from clients and prospects, liaise with internal teams to provide high quality responses
  • Support client take-on including KYC/AML process

Client Reporting
  • Take ownership of regular and ad hoc client reporting requests

Education/Qualifications
  • Bachelor's degree in Finance (Real Estate a plus)
  • Series 7 and 63 licenses preferred, if not, will be required within 6 months of being hired

Experience/Skills
  • Previous relevant experience of at least 5 years preferably in a client service/RFP/sales support/product specialist or marketing role within real estate, private equity or infrastructure firm
  • Understanding of client process and sales cycle with ability to go the extra mile to help transform a pipeline into sales
  • Ability to coordinate multiple client requests at the same time and prioritize
  • Proven track record in operating within tight deadlines and delivering high quality output
  • Understanding and experience in commercial real estate, commercial real estate debt, infrastructure debt and equity products would be highly beneficial

Competencies
  • A self-motivated and committed team player with the ability to multi-task and a "can do" attitude
  • Client centric view with proven ability to listen and translate client needs across the business in order to convert pipeline into business
  • Effective communication and excellent interpersonal skills
  • Ability to prioritize, and to maintain a positive attitude in sometimes stressful and challenging situations
  • Ability to adapt to various cultures and work across assets, products, teams and countries
  • Attention to detail

Job Function


 
 

Experience


5+ to 7 years


This job is no longer active.

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