Institutional Sales Account Executive

PCS Research Group LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

PCS Research Group LLC in New York seeks an Account Executive to interact with portfolio managers and analysts at top hedge funds and institutional asset managers, scheduling meetings and presenting our research services.

You will analyze investment styles and holdings to tailor offerings, maintain proactive client communications, and collaborate with colleagues to execute sales strategies across digital and traditional channels, while tracking revenue and pipeline daily.

Responsibilities

• Scheduling in-person meetings with top investment managers in U.S., European, and Asian financial centers.
• Analyzing investment styles and portfolio holdings of prospective clients to determine the investment research service best suited for each prospective client
• Maintaining correspondence with prospective clients to advance the sales process
• Collaborating with colleagues to develop and execute sales strategies across various digital and traditional marketing channels
• Tracking team revenue, projected revenue and the sales pipeline on a daily basis
• A commitment to advancing one’s knowledge of financial markets and investments in order to prepare for advancement within the organization

Job description

PCS Research Group is seeking an Account Executive to interact with portfolio managers and analysts at top hedge funds and institutional asset managers.Primary responsibilities include:

• Scheduling in-person meetings with top investment managers in U.S., European, and Asian financial centers.
• Analyzing investment styles and portfolio holdings of prospective clients to determine the investment research service best suited for each prospective client
• Maintaining correspondence with prospective clients to advance the sales process
• Collaborating with colleagues to develop and execute sales strategies across various digital and traditional marketing channels
• Tracking team revenue, projected revenue and the sales pipeline on a daily basis
• A commitment to advancing one’s knowledge of financial markets and investments in order to prepare for advancement within the organization