Investment Associate

Insight Global; United States; On-site; USD 90,000 - 140,000; Full time

Job summary

Insight Global is seeking a Private Equity Associate to join their client from a remote work environment. You will reach out to accredited investors to connect them with exclusive pre-IPO and IPO investment opportunities, leveraging access to over 100K accredited households and early-stage tech, fintech, biotech ventures.

You will work with internal teams to deliver seamless investor experiences while growing professionally and financially in a fully remote setting.

Qualifications

• Requires Series 7 and 63 licenses.
• Proven experience selling to retail investors.
• 2+ years of wealth management or private equity experience.
• Experience with cold and warm outreach to private investors.
• Ability and willingness to work fully remote.

Responsibilities

• Reach out to qualified investors to build relationships and introduce investment opportunities.
• Consult with investors on their goals, portfolio, and risk tolerance.
• Grow and manage relationships with investors to achieve long-term success.
• Partner with internal teams to deliver seamless experiences for customers.

Skills

Series 7 & 63 licenses

Wealth management experience

Private equity experience

Cold outreach

Remote work

Investor relationship management

Job description

Insight Global is seeking a Private Equity Associate to join their client from a remote work environment. In this role you will reach out to, and build close relationships with accredited investors to connect them with exclusive pre-IPO and IPO investment opportunities. You will have access to over 100K accredited households as well as early stage companies on the leading edge of innovation within tech, fintech, biotech and more.

Day to day:

• Reach out to qualified investors to build relationships and introduce investment opportunities.
• Consult with investors on their goals, portfolio, and risk tolerance.
• Grow and manage relationships with investors to manage long term success.
• Closely Partner with internal teams to deliver seamless experiences for customers.

REQUIRED SKILLS AND EXPERIENCE

• Series 7 and 63 licenses
• Proven experience selling to retail investors
• 2+ Years of Wealth management or Private Equity experience
• Experience with Cold and Warm outreach to private investors
• Ability and willingness to work fully remote
• Drive and desire to grow personally, professionally and financially