Private Placements Institutional Sales Lead

Nassau Street Partners; New York (NY); Sur place; USD 120 000 - 210 000; Plein temps

Résumé du poste

Nassau Street Partners is an independent capital advisory firm seeking an experienced institutional sales professional to support the distribution of private placements and develop relationships with institutional investors, family offices, and accredited investors.

You will identify prospective investors, understand their investment criteria, present opportunities, and manage discussions through due diligence and commitment.

Qualifications

• Experience in institutional sales, private placements, capital raising, fund distribution, or a closely related field.
• Must already hold at least one of the following FINRA licenses: Series 7, Series 79, or Series 82.
• Strong understanding of private markets, investment structures, and investor due diligence processes.
• Excellent communication, presentation, and relationship-management skills.

Responsabilités

• Build and maintain relationships with institutional investors, family offices, fund managers, and accredited investors.
• Identify and qualify prospective investors based on mandates, investment preferences, and allocation capacity.
• Present private-placement opportunities using approved materials and communicate transaction structures, rationale and risks.
• Conduct targeted outreach via calls, email, and virtual meetings to generate investor interest.
• Manage investor follow-up, address questions, and coordinate due diligence with internal teams.
• Collaborate with senior leadership and transaction teams to match opportunities with investors.
• Maintain CRM records covering investor preferences, engagement history, pipeline status, and next steps.
• Track progress against fundraising and business development targets.
• Follow compliance requirements and internal procedures throughout the investor engagement process.

Connaissances

Institutional sales

Capital raising

Private placements

Investor relations

CRM

Prospecting

Formation

FINRA Series 7/79/82

Outils

Salesforce

Description du poste

Nassau Street Partners is an independent capital advisory firm seeking an experienced institutional sales professional to support the distribution of private placements and develop relationships with institutional investors, family offices, and accredited investors.

You will identify prospective investors, understand their investment criteria, present opportunities, and manage discussions through due diligence and commitment.