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Financial Specialists
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Job Description
Job Description
Support the senior sales team to execute and elevate business development and client engagement strategies across a suite of alternative investment products.Partner with and support the senior sales team to identify prospective clients and develop cross-selling opportunities with existing clients.Participate in new investor outreach efforts.Assist with continuous client requests to ensure the firm is responsive to client needs, is strengthening existing client relationships and creating solutions-based outcomes.Develop a deep understanding of product suite across Private Credit, Real Estate and Hedge Funds.Create reports on competitive landscapes and industry trends.Manage effective roadshow strategies and ensure tracking and reporting metrics are put in place to measure follow-up and success.Leverage data and technology to maximize client and prospective client activities.Manage marketing activity metrics and reporting.Contribute to the development of tools and processes to enhance marketing initiatives.Support product leads with the management and optimization of capital raising campaigns.
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