Client Relationship Associate (NYC)

Company:
MRB - The Macro Research Board
Location:
New York City, NY
Job Type:
Full Time
Category:
Asset Management
Posted:
12/20/2012

Job Description


Objective

Prospect and develop new relationships within the North American investment management industry. MRB's client base consists of large global financial institutions.

Job Description & Requirements
  • Three years of sales experience in the financial services industry, dealing with North American institutional buy-side firms
  • Execute early stages of the sales cycle, including initial phone contact, placing trials and developing relationships
  • Aid financial institutions in maximizing the value from MRB's investment strategy
  • Speak confidently and with presence when dealing with clients on phone or in meetings
  • Write clear and compelling proposals
  • A thorough understanding of CCA's, CSA's, and broker voting/lobbying for votes
  • Proven track record in executing value-added account management strategies
  • Ability to influence, negotiate, and develop commercial relationships with senior investment professionals at the CIO/CEO /PM and Analyst level
  • A strong understanding of the capital markets
  • Strong commitment to teamwork, preferably with experience of working as part of a global team, matched with the ability to work creatively and independently
  • An undergraduate degree


If you are looking for an exciting opportunity in an innovative and dynamic investment research organization, please hit APPLY ONLINE below and submit Resume: While we appreciate the interest of all applicants, we will contact only those selected for interviews.

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