Hybrid Internal Sales Associate - USW bei Aqr
Aqr · Greenwich, CT, Vereinigte Staaten Von Amerika · Hybrid
- Optionales Büro in Greenwich, CT
- U.S. Wealth - The U.S. Wealth group was created to engage with taxable U.S. investors and their advisors. The group is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment.
- Provide external sales representatives with sales and administrative assistance, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
- Provide inbound and outbound client assistance, including helping to service clients, quantify prospects, and sending follow-up information.
- Directly drive sales through proactive solicitation via email and phone to supplement external sales activities.
- Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
- Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
- Develop robust AQR product and asset class knowledge and demonstrate interest in the industry.
- Participate in projects and initiatives to help improve overall team functionality and efficiency.
- A Bachelor’s degree; concentrations in Economics, Marketing, Finance or Business
- 2-3 years of relevant post-undergraduate experience at an investment management or asset management firm, preferably in an internal sales role with a track record of success in driving sales
- High degree of curiosity, sales, and relationship management
- Proficiency in PowerPoint and Excel
- FINRA series 7 and 63 licenses desired but not required
- Hard working and eager to learn in a highly intelligent, collaborative environment
- Well-organized and detail-oriented
- Eager about developing and implementing ideas
- Self-starter, able to work autonomously as well as within a team
- Exceptional systematic and problem-solving skills
- Exceptional oral and written communication skills
- Knowledge of finance and the investment management industry is highly desirable