Investor Relations & Growth Sales Associate

Trinity Investors; Southlake (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Trinity Investors, located in Southlake, Texas, is seeking an Investment Sales Associate to support and manage investor relationships. This role is critical in nurturing existing partnerships and collaborating with marketing to drive business strategies.

The ideal candidate will have a Bachelor's Degree in Finance or Business Administration, with over 3 years of relevant experience and strong communication skills necessary for building rapport with investors. Proficiency in Excel and CRM systems is essential.

Qualifications

• 3+ years of experience in business development or relationship management.
• Proven track record in managing successful partnerships.
• Strong understanding of finance and private equity.

Responsibilities

• Nurture existing relationships with investors.
• Collaborate with marketing and client relations teams.
• Prepare reports related to sales activity using Excel and CRM.

Skills

Relationship management

Sales activity reporting

Excellent communication skills

Education

Bachelor's Degree in Finance, Business Administration, or Real Estate

Tools

Excel

CRM tools (e.g., JuniperSquare, HubSpot)

Google Sheets

Job description

Trinity Investors, located in Southlake, Texas, is seeking an Investment Sales Associate to support and manage investor relationships. This role is critical in nurturing existing partnerships and collaborating with marketing to drive business strategies.

The ideal candidate will have a Bachelor's Degree in Finance or Business Administration, with over 3 years of relevant experience and strong communication skills necessary for building rapport with investors. Proficiency in Excel and CRM systems is essential.