Client Service Analyst/Associate - Hedge Fund

Hudson Gate Partners; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Hudson Gate Partners is seeking a Marketing Analyst to support a sales team focusing on private wealth accounts in the U.S., including Morgan Stanley and Merrill Lynch. The role is based in Midtown Manhattan with in-office days on Tuesdays and Thursdays.

You will assist two senior sales professionals, manage marketing materials, and help run proactive campaigns, reporting data through Salesforce and coordinating investor outreach and events.

Qualifications

• 1-3 years in an internal sales or client servicing role, selling funds to wealth platforms or private wealth firms.
• Experience supporting private wealth clients is a plus.
• Strong attention to detail; proactive and team oriented.

Responsibilities

• Update and maintain monthly marketing presentations
• Create and send out monthly/quarterly commentary to investors
• Systematically track data and generate sales reports using Salesforce
• Screen and analyze prospective investors in Preqin
• Internal sales support: assist in campaigns and outreach to financial advisor clients, direct clients, and wirehouse personnel
• Schedule and coordinate calls, meetings and events for senior sales partners
• Collaborate with the team for annual large-scale conferences

Skills

Sales support

Private wealth knowledge

Attention to detail

Proactive work style

Team-oriented

Strong communication

Client servicing experience

In-office presence

Tools

Salesforce CRM

Microsoft Office

HTML

Job description

Our client a hedge fund is seeking a 1–3-year person to join their team. This is an opportunity to join a hedge/VC Fund in Midtown Manhattan,

The Marketing Analyst will be a part of a sales team focusing on various private wealth accounts in the U.S., notably Morgan Stanley and Merrill Lynch. This person will provide sales support for two senior sales professionals and their client base and will assist with proactive sales campaigns. This role will be based out of New York City office.

Sales team members are required to be in the office on Tuesdays and Thursdays each week and have the option of working in the office on the other days.

The responsibilities of the successful candidate will include and not be limited to:

• Update and maintain monthly marketing presentations
• Create and send out monthly/quarterly commentary to investors
• Systematically track data and generate sales reports using Salesforce
• Screen and perform analysis on prospective investors in Preqin
• Internal sales support: Assist in sales activities with prospective financial advisor clients, direct clients, and wirehouse home office personnel through campaigns and systematic outreach.
• Schedule and coordinate calls, meetings and events for senior sales partners
• Collaborate with the team for annual large-scale conferences

Candidate Qualifications:

• 1-3 years’ experience in an internal sales role, selling traditional and/or alternative investment funds to wealth platforms (wires, broker-dealers, RIAs etc.), or in a client servicing role at a private wealth management firm or alternative investment management firm.
• Experience supporting private wealth clients is a plus
• Strong attention to detail
• Confident but humble
• Proactive work approach, team oriented
• Working knowledge of HTML
• Working knowledge of Salesforce CRM preferred
• Working knowledge of MSFT product suite (Office, PPT, Excel)