Institutional Sales Associate

Boston, MA



  • Back the sales process through the complete cycle from target market analysis, qualifying prospects, working with consultants and touching base with the sales team’s active sales calling program
  • Client/prospect examination and profile upkeep with Salesforce
  • Create lectures and organize documents for sales meetings
  • Partake in improving and reviewing RFP documents prior to submission
  • Be present at prospect meetings and events to assist the sales team in further building our network of clients
  • Produce reports for the Institutional sales and management teams
  • Work with other business units to leverage our pre-existing industry relationships and uncover opportunities to collaborate
  • Analyzing new business search activity to determine market trends for products managed across Management.
  • Develops and maintains knowledge across full range of products and systems, including the strategies and market trends of all investment teams.
  • Partners with marketing on the creation of communication materials; uses critical reading and editing skills to ensure materials produced further the development the brand.
  • Maintains collaborative and productive relationships across the company particularly with portfolio managers, senior leaders, product management, marketing and compliance teams.




  • 3+ years institutional asset management experience or relevant financial services experience
  • Bachelor’s degree in business, finance or economics required, and relevant internships
  • CFA designation (or in pursuit of) strongly preferred
  • Understanding of institutional investment marketplace and interest in financial markets





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 2/24/2020
Salary $80,000 - $100,000 + bonus

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