Investor Relations Sales Support Analyst/Associate
- Maintaining the reporting and maintenance of CRM pipeline
- Consultant mapping
- Overseeing fundraising records
- Working with internal teams to complete RFIs and RFPs
- Assisting with internal and external meetings with coverage officers
- Bachelor's degree from a top university
- At least 2 years of experience in investor relations, asset management, or consulting
- Strong interpersonal and analytical skills
- Excellent Excel and PowerPoint skills
- Series 7 and Series 63 must be completed within first three months of employment
- Expected Annual Base Salary $70,000-100,000
- Competitive bonus package
- Hybrid schedule (3 days in office)
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.