Institutional Sales Consultant Midtown NY Global Asset Management Company

Work as a member of the Institutional Sales/Consultant Relations teams to support the effort across a multitude of areas. Primarily responsible for providing both sales and consultant relations support for senior relationship managers.

Role & responsibilities (duties and essential job functions)
Support senior relationship managers and/or consultant relations managers on new business development efforts
Respond to prospect and/or consultant inquiries and requests providing seamless support
Respond to requests for information specific to the firm and investment offerings
Respond and coordinate search request inquiries (RFI, RFP, Due Diligence, etc.) from prospects and/or consultants
Assist in the preparation and follow-up for both onsite and offsite meetings with prospects and/or consultants
Communicate as needed with all areas of the firm
Work effectively with investment personnel, operations, legal/compliance, and senior management in the context of meeting prospect and/or consultant needs
Work with other members of the Institutional team to leverage resources and enhance the quality of service and support
Maintain all required account information in CRM system
Develop and maintain current and comprehensive knowledge of the financial markets and industry trends
Maintain ongoing knowledge of departmental procedures and update as necessary
Maintain confidentiality of company information
Attend and participate in staff meetings
Complete internal training and development courses as required

Experience / Qualifications and Skills (required, preferred; technical, functional skills)
BA/BS degree required and related industry experience with investment management clients. MBA and/or CFA (or in process) preferred
Series 3, 7 and 66 preferred
Working knowledge of investment management business, institutional business, including markets, indexes, asset allocation, manager structure, performance evaluation and attribution
3-5 years industry experience; direct client service and/or sales experience highly desirable.
Proactive, flexible, accountable. Ability to work independently
Strong communication skills, both written and oral
Strong knowledge of Excel and PowerPoint
Strong technical skills, previous use of a Customer Relationship Management System a plus
Excellent organizational skills, time management, initiative, self-starter, able to work under minimum supervision, dependability, team-player, flexibility