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An exciting opportunity for a Client Coverage Associate/Senior Associate to support a top fund's Institutional sales effort in credit. Principal Responsibilities Develop and maintain an ongoing, detailed understanding of coverage, business plan, and support needs. Assist in building, maintaining, and executing a marketing strategy for a wide range of institutional products. Maintain a thorough understanding of product strengths/applicability and apply that knowledge in written and verbal form to clients and prospects. Receive and send correspondence independently and on behalf of the team:o Facilitate informational requests from clients/prospects with the ability to understand and identify sensitivities/potential issueso Send a detailed meeting follow-up email, including any relevant customized data or research to clients and prospectso Source, evaluate for appropriateness, and initiate RFP/DDQ process with sales/client service Use Salesforce to manage the sales process, client engagement, and researchRequirements Bachelor’s degree required, 2+ years of experience in a fundraising support role for an asset management firm Previous experience in a fast-paced, client-oriented environment

Also on the board Same function, level within a rung

Level

Mid

Location

Brooklyn, NY

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

12 days ago

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