Internal Sales Representative - U.S. Wealth Analyst

AQR Capital Management; Greenwich (CT); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual discretionary bonus

Comprehensive benefits (health/dental/

401(k)

Paid time off

Job summary

AQR Capital Management is hiring a full-time Analyst to join our U.S. Wealth Team, within the Business Development group. The role is based in Greenwich, CT, and focuses on supporting external sales reps with meetings, analytics and client materials.

You will service clients, quantify prospects, and drive sales via email and phone, while collaborating with Portfolio Management, Compliance, Legal, Operations and Risk teams. A Bachelor's degree and 0–2 years' experience are expected.

Qualifications

• Bachelor's degree in Economics, Marketing, Finance or Business.
• 0-2 years of relevant post-undergraduate experience in investment management or asset management.
• Proficiency in PowerPoint and Excel.
• FINRA Series 7 and 63 licenses desired but not required.

Responsibilities

• Provide external sales representatives with sales and administrative support, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
• Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information.
• Directly drive sales through proactive solicitation via email and phone to supplement external sales activities.
• Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
• Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
• Develop robust AQR product and asset class knowledge and demonstrate interest in the industry.
• Participate in projects and initiatives to help improve overall team functionality and efficiency.

Skills

PowerPoint

Excel

Client relationship management

Sales support

Education

Bachelor's degree in Economics, Marketing, Finance or Business

Tools

CRM software

Job description

About AQR Capital Management

Founded in 1998, AQR is a global systematic investment management firm. As quantitative investors, research is the foundation of everything we do. We manage a range of alternative and long-only strategies designed to meet the needs of institutional and wealth investors around the world.

AQR's culture reflects the firm's academic roots and entrepreneurial spirit. Our collaborative environment fuels innovation and encourages employees to ask thoughtful questions, think creatively and bring new ideas forward. Continuous learning is an important part of the employee experience, helping our people build skills and grow throughout their careers. Employees at every level have opportunities to contribute, regardless of title or tenure.

The firm has 800 employees with headquarters in Greenwich, Connecticut and offices in London, Frankfurt, Dubai, Hong Kong, Sydney and Bengaluru.

The Team

AQR is looking to hire a full-time Analyst to join our U.S. Wealth Team, within the Business Development group. The Business Development group works with AQR's clients in North America, Europe, Australia and the Middle East to provide solutions to achieve their investment objectives. AQR clients include a cross-section of the world's largest institutional investors, such as public and corporate pension funds, sovereign wealth funds, and foundations and endowments. AQR also serves the private-wealth community and Registered Investment Advisors.

• U.S. Wealth - The U.S. Wealth group was created to engage with taxable U.S. investors and their advisors. The group is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment.

Your Role

• Provide external sales representatives with sales and administrative support, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
• Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information.
• Directly drive sales through proactive solicitation via email and phone to supplement external sales activities.
• Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
• Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
• Develop robust AQR product and asset class knowledge and demonstrate interest in the industry.
• Participate in projects and initiatives to help improve overall team functionality and efficiency.

What You'll Bring

• A Bachelor's degree; concentrations in Economics, Marketing, Finance or Business
• 0-2 years of relevant post-undergraduate experience at an investment management or asset management firm, preferably in an internal sales role with a track record of success in driving sales
• High degree of intellectual curiosity, sales, and relationship management
• Proficiency in PowerPoint and Excel
• FINRA series 7 and 63 licenses desired but not required

Who You Are

• Hard working and eager to learn in a highly intellectual, collaborative environment
• Well-organized and detail-oriented
• Enthusiastic about developing and implementing ideas
• Self-starter, able to work independently as well as within a team
• Exceptional analytical and problem solving skills
• Strong oral and written communication skills
• Knowledge of finance and the investment management industry is highly desirable

The salary range for this role is expected to be $80,000 to $100,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.

This job is also eligible for an annual discretionary bonus. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY