Institutional Sales - Private Placements

Nassau Street Partners; New York (NY); Presencial; USD 120.000 - 210.000; Jornada completa

Descripción de la vacante

Nassau Street Partners is an independent capital advisory firm seeking an experienced institutional sales professional to support the distribution of private placements and develop relationships with institutional investors, family offices, and accredited investors.

You will identify prospective investors, understand their investment criteria, present opportunities, and manage discussions through due diligence and commitment.

Formación

• Experience in institutional sales, private placements, capital raising, fund distribution, or a closely related field.
• Must already hold at least one of the following FINRA licenses: Series 7, Series 79, or Series 82.
• Strong understanding of private markets, investment structures, and investor due diligence processes.
• Excellent communication, presentation, and relationship-management skills.

Responsabilidades

• Build and maintain relationships with institutional investors, family offices, fund managers, and accredited investors.
• Identify and qualify prospective investors based on mandates, investment preferences, and allocation capacity.
• Present private-placement opportunities using approved materials and communicate transaction structures, rationale and risks.
• Conduct targeted outreach via calls, email, and virtual meetings to generate investor interest.
• Manage investor follow-up, address questions, and coordinate due diligence with internal teams.
• Collaborate with senior leadership and transaction teams to match opportunities with investors.
• Maintain CRM records covering investor preferences, engagement history, pipeline status, and next steps.
• Track progress against fundraising and business development targets.
• Follow compliance requirements and internal procedures throughout the investor engagement process.

Conocimientos

Institutional sales

Capital raising

Private placements

Investor relations

CRM

Prospecting

Educación

FINRA Series 7/79/82

Herramientas

Salesforce

Descripción del empleo

Nassau Street Partners is an independent capital advisory firm serving founders, management teams, and institutional clients on capital formation, mergers and acquisitions, strategic alternatives, and other complex financial transactions.

The Role

We are seeking an experienced institutional sales professional to support the distribution of private placements and develop relationships with institutional investors, family offices, and accredited investors.

You will identify prospective investors, understand their investment criteria, present relevant opportunities, and manage discussions through due diligence and commitment. This role requires a proactive approach to investor outreach, strong communication skills, and consistent follow-through.

The ideal candidate has experience raising capital or selling private-market investment opportunities and can confidently engage investment decision-makers.

Key Responsibilities

• Build and maintain relationships with institutional investors, family offices, fund managers, and accredited investors.
• Identify and qualify prospective investors based on their mandates, investment preferences, and allocation capacity.
• Present private-placement opportunities using approved offering materials and clearly communicate transaction structures, investment rationale, and associated risks.
• Conduct targeted outreach through calls, email, and virtual meetings to generate and advance investor interest.
• Manage investor follow-up, address questions, and coordinate due diligence with internal teams.
• Work closely with senior leadership and transaction teams to match opportunities with relevant investors.
• Maintain accurate CRM records covering investor preferences, engagement history, pipeline status, and next steps.
• Track progress against agreed fundraising and business development targets.
• Follow applicable compliance requirements and internal procedures throughout the investor engagement process.

Qualifications

• Experience in institutional sales, private placements, capital raising, fund distribution, or a closely related field.
• Must already hold at least one of the following: FINRA Series 7, Series 79, or Series 82.
• Demonstrated success developing investor relationships and advancing capital-raising discussions.
• Strong understanding of private markets, investment structures, and investor due diligence processes.
• Excellent communication, presentation, and relationship management skills.
• Ability to explain complex investment opportunities clearly and handle investor questions professionally.
• A disciplined approach to prospecting, follow-up, and pipeline management.
• An established network of institutional investors, family offices, or accredited investors is strongly preferred.

What You’ll Gain

• Direct collaboration with senior leadership on private placements and capital-raising engagements.
• Exposure to a range of private-market investment opportunities.
• Ownership of investor relationships and a direct role in fundraising outcomes.
• A performance-focused environment that values initiative, accountability, and consistent execution