Sales Analyst

Northleaf Capital Partners; Toronto; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Sales Analyst to join its global private markets sales team. This exciting role requires a detail-oriented and organized individual who is bilingual in French and possesses strong communication skills. You will support business development efforts in Quebec and Atlantic Canada, collaborating with various internal and external stakeholders. This position offers a unique opportunity to gain insight into the workings of a global investment firm while contributing to the growth of its Canadian investor base. If you are passionate about sales and client service, this role is perfect for you.

Qualifications

• 2-4 years of experience in professional services or investment banking.
• Strong organizational skills and ability to multi-task.

Responsibilities

• Support business development and client service activities.
• Develop marketing materials and maintain CRM database.

Skills

Bilingual in French

PowerPoint

Excel

Organizational Skills

Communication Skills

Client Service Orientation

Education

University Degree

CFA Charter (preferred)

Tools

CRM Software

Job description

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Join to apply for the Sales Analyst role at Northleaf Capital Partners

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This is a bilingual role (French written and verbal)

Private Markets Sales Analyst/Associate (Bilingual in French)

Northleaf is recruiting an energetic, productive and highly motivated Sales Analyst/Associate to join its global private markets sales team.

Based in Northleaf’s Montreal office, the successful candidate will be primarily responsible for supporting business development, sales and client service activities in Quebec and Atlantic Canada. As an integral part of Northleaf’s Canadian fundraising efforts across its global private equity, private credit and infrastructure programs, the role will require close collaboration with both internal and external stakeholders (external: clients, prospects, consultants, and advisors; internal: Northleaf’s Compliance, Investor Relations, Marketing and Communications, and Investment Teams).

The successful candidate will ensure that day-to-day sales operations run smoothly and efficiently. This role requires a proactive, hands-on, detail-oriented and highly organized individual who displays excellent project management and communication skills. The successful candidate will join a highly engaged and collaborative team and gain direct insight into the workings of a global private markets investment firm. Further, over time, the candidate can develop into a front-line, market-facing sales executive.

Responsibilities

The successful candidate will possess 2-4 years of relevant industry experience, ideally in a professional services, wealth/asset management, consulting or investment banking role. This role will support the growth of the Canadian investor base, with a focus on the Quebec and Atlantic Canada region, across institutional, family office/ultra high net worth and asset/wealth management markets, by assisting the Sales team across a range of activities, including:

• Develop and oversee updates of standard marketing materials (PowerPoint presentations, quarterly updates, etc.) and relevant client reporting, in both English and French
• Maintain CRM database and manage Canadian client, prospect and consultant quarterly and ad hoc distribution in CRM
• Support various sales and client service efforts across prospects, consultants, advisors and clients, including data inquiries, information requests, meeting coordination and preparation
• Support team with management reporting development and distribution, including sales pipeline, sales statistics and weekly activity
• Assist with research of prospects, consultants, advisors, and opportunities and help senior team members prepare for meetings/calls
• Undertake ad-hoc projects as directed by the team and provide back-up to team members as needed
• Work with senior Sales Team executives to prepare investor presentations and RFPs/proposals, including coordination and engagement with Legal/Compliance, Investor Relations and Investment Team members
• Assist senior Sales Team executives with coordination and management of the new investor on-boarding process, including review of subscription agreements, tax forms and banking information for completeness and processing all the Know Your Client (KYC) requirements
• Collaborate with sales team members in other regions/offices to develop and share best practices across the global sales team
• Ensure smooth communication between internal staff and clients, demonstrating confidentiality, trust, support, and reliable follow-through
• Use available technology to appropriately improve processes

Qualifications

• University degree
• Completed, pursuing or intending to compete the CFA Charter (preferred)
• Bilingual in French (written and verbal) is a requirement for this role
• Expertise in PowerPoint, Word and Excel
• Strong organizational skills with outstanding written and verbal communication skills
• Ability to multi-task and prioritize and ability to work well independently and as part of a team
• Detail-oriented
• Accurate and timely follow up and responsiveness
• Ability to anticipate and manage multiple tasks
• Client service orientation
• Interest in institutional/family office/HNW sales development
• Extremely reliable character with a demonstrated ability to handle sensitive information with complete discretion
• Strong commitment to Northleaf’s values of respect, integrity, collaboration and professionalism

Location

Contact

Interested candidates are asked to apply on Northleaf Careers. Only those selected to be interviewed will be contacted.

Northleaf Capital Partners is committed to providing an inclusive and accessible candidate experience. Should you require accommodations during the selection process, please do not hesitate to let us know and suitable arrangements will be made.

About Northleaf Capital Partners

Northleaf is a global private markets investment firm focused on mid-market companies and assets. With more than US$28 billion in capital commitments raised to date, Northleaf has an established, long-term track record as an investor in private equity, private credit and infrastructure globally.

Northleaf’s 275-person team, located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York, Seoul and Tokyo, is focused exclusively on sourcing, evaluating and managing private markets investments. Northleaf manages closed and open-end funds across a range of global private markets strategies and a series of separately managed accounts with customized investment strategies tailored to meet the specific needs of leading institutional investors and family offices. As part of its ambitious growth strategy, Northleaf continues to develop specific private markets products and investment solutions for insurance and wealth management clients.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other and Sales

• Industries

  Investment Management

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