Investment Analytics Solutions Specialist (Pre-Sales)
LevelUP HCS
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Job summary
LevelUP HCS in New York seeks an experienced investment professional to join its Cross-Asset Solutions team. This highly client-facing role sits at the intersection of investments, technology and sales to demonstrate portfolio analytics, risk and investment technology solutions to institutional clients.
The candidate will partner with sales and institutional clients to understand complex investment workflows and translate requirements into practical tech solutions, supporting opportunities from
Qualifications
- Strong knowledge of multi-asset investing and portfolio analytics.
- Experience with institutional investment analytics or portfolio management tech.
- Ability to explain complex investment concepts to diverse audiences.
Responsibilities
- Serve as a technical and investment subject-matter expert throughout the sales process
- Partner with sales teams to engage asset managers, asset owners, hedge funds and other institutional investors
- Conduct product demonstrations and presentations for investment and risk professionals
- Understand client portfolio construction, risk management, asset allocation and investment analytics workflows
- Translate complex client requirements into practical technology and analytics solutions
- Support sales opportunities from initial discovery through technical evaluation and implementation discussions
- Work closely with portfolio managers, risk professionals, quantitative teams and other investment stakeholders
- Partner internally with sales, product, research and technology teams
Skills
Tools
Job description
LevelUP HCS in New York seeks an experienced investment professional to join its Cross-Asset Solutions team. This highly client-facing role sits at the intersection of investments, technology and sales to demonstrate portfolio analytics, risk and investment technology solutions to institutional clients.
The candidate will partner with sales and institutional clients to understand complex investment workflows and translate requirements into practical tech solutions, supporting opportunities from
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