Senior Associate, Institutional Client Group (APAC)
$100,000–$125,000 year
On-siteLos Angeles, California, United States
Job Summary
Build and maintain relationships with institutional investors and intermediaries by conducting direct outreach and taking ownership of select accounts. Develop deep knowledge of firm products and narratives to confidently answer client questions, support sales strategy, and contribute to fundraising initiatives through meeting preparation and roadshow coordination. Manage CRM data with accountability for pipeline accuracy, leverage third-party data tools for investor insights, and prepare presentations incorporating client feedback and industry trends. Collaborate directly with portfolio management and investment teams to ensure timely delivery of client information and reporting requirements. This role is based in Los Angeles and requires active FINRA Series 7 and Series 63 licenses.
Required Qualifications
- 3 – 5 years of experience
- Bachelor's degree
- Active FINRA Series 7 license
- Active FINRA Series 63 license
Desired Qualifications
- experience within asset management or related sales roles
- relevant field of study
- internship experience
- Strong interpersonal and communication skills, both written and verbal
- Collaborative mindset, working effectively with colleagues at all levels and locations
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Ability to work effectively, as well as independently, in a team environment
- Strong analytical skills with high attention to detail and accuracy
- Strong project management skills
- Proficient Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word
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