Institutional SDR: Portfolio Analytics & Growth

Arcana Analytics

New York (NY)

On-site

USD 60,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Performance-based bonus

Job summary

Arcana Analytics is hiring a Sales Development Representative in New York to build our client base among hedge funds and asset managers. You will identify targets, research prospects, and engage them via email, LinkedIn, and calls to qualify interest.

You’ll work with Sales Directors to craft account strategies and secure discovery meetings. The ideal candidate has 2+ years in client-facing roles within financial services or enterprise SaaS, plus familiarity with portfolio analytics and

Qualifications

  • 2+ years in a client-facing role within financial services or enterprise SaaS.
  • Familiarity with portfolio analytics and investment concepts.
  • Excellent written and verbal communication—able to engage hedge fund and asset management professionals with credibility.
  • Self-starter mindset with strong organization, curiosity, and attention to detail.
  • Experience with CRM tools (Salesforce, HubSpot) preferred.
  • Prior exposure to hedge funds, asset managers, or investment technology is a plus.

Responsibilities

  • Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists.
  • Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest.
  • Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings.

Skills

Client-facing
Financial services
Enterprise SaaS
Portfolio analytics
Communication skills
Self-starter
CRM tools
Hedge funds exposure

Education

Bachelor's or Master's in Finance/Economics/Business
CFA/FRM/MBA
Bloomberg/FactSet experience

Tools

Salesforce
HubSpot
CRM software

Job description

Arcana Analytics is hiring a Sales Development Representative in New York to build our client base among hedge funds and asset managers. You will identify targets, research prospects, and engage them via email, LinkedIn, and calls to qualify interest.

You’ll work with Sales Directors to craft account strategies and secure discovery meetings. The ideal candidate has 2+ years in client-facing roles within financial services or enterprise SaaS, plus familiarity with portfolio analytics and

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