Institutional Sales Associate
Institutional Sales Associate
L6
Occupations
Securities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationTrust, Fiduciary, and Custody Activities- Own your coverage. Carry a defined segment of institutional, family office, and RIA relationships; originate meetings, manage follow-through, and progress allocations within it.
- Bring your network. Engage the relationships you have built in prior fund distribution roles and develop them on behalf of the platform.
- Manage diligence processes. Draft and maintain DDQ and RFP responses, data requests, and allocator presentations to an institutional standard.
- Support senior mandates. Prepare materials, participate in meetings, and manage execution alongside the Director of Institutional Sales and the CCO on the firm’s largest opportunities.
- Maintain the pipeline. Own CRM discipline, target-list management, and coverage reporting across the distribution function.
- Monitor the market. Track allocator activity, peer funds, and flows, and surface intelligence that informs targeting and positioning. Core Qualifications
- 3-6 years in fund distribution or capital raising at an asset manager or fund platform. Experience at a publicly listed fund is preferred; private fund experience is also relevant. This is a prerequisite: we are not considering candidates from unrelated backgrounds.
- An existing network of allocator, advisor, or intermediary relationships appropriate to your level, with examples of relationships you have originated or developed.
- Direct experience with allocator diligence processes, including DDQs, RFPs, and data requests.
- Evidence of contribution to raised assets in prior roles, with the ability to describe your specific role in those outcomes.
- Strong written and verbal communication to an institutional standard.
- FINRA Series 7 and 63 (or willingness to obtain promptly); progress toward CFA or CIMA a plus.
- Ready for more ownership than their current seat provides, and motivated by being measured on coverage outcomes.
- Rigorous with detail and follow-through; allocator processes reward consistency over months.
- Genuine conviction in robotics and frontier technology, with the commitment to learn the strategy in depth.
- High judgment and discretion with sensitive information in a regulated, publicly listed context.
- Proficient with modern AI tools to extend research, preparation, and coverage capacity.
Level
LeadL6
Location
Lexington, KY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
16 days ago
To get sharper similar jobs, create your profile using the link below.