Sales and Relationship Management Associate (New York) (1FD2291)

Referment; New York (NY); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Referment is seeking an associate for its investor-relations team in New York. You will support relationship managers in serving institutional investors and prospects while building a detailed understanding of the firm's investment capabilities and commercial priorities.

The role blends responsive client service with longer-term process and project work. You will help provide accurate responses to investor requests, maintain development processes, and develop context on each relationship to

Qualifications

• Bachelor's degree and 1-4 years of financial-markets experience.
• Strong written and verbal communication, project management and attention to detail.
• A process-oriented, collaborative approach and confidence working with colleagues at different levels.
• Commercial judgement, initiative and an interest in improving workflows with AI.
• Business-development or relationship-management experience and familiarity with financial terminology are preferred.

Responsabilités

• Support relationship managers in cultivating investor and prospect relationships and responding to inbound requests.
• Keep stakeholders informed about relevant strategy and business developments.
• Help design and maintain robust product-development and prospecting processes.
• Manage short-term deliverables alongside longer-running commercial projects. Build fluency in investment capabilities, financial concepts, capital markets and client priorities.

Connaissances

Communication

Project management

Attention to detail

AI workflow improvement

Collaboration

Formation

Bachelor's degree in finance or related field

Description du poste

Referment is working with a global investment firm to find an associate for its investor-relations team. You will support relationship managers in serving institutional investors and prospects, while building a detailed understanding of the firm's investment capabilities, financial markets and commercial priorities.

The role combines responsive client support with longer-term process and project work. You will help provide accurate answers to investor requests, maintain product-development and prospecting processes, and develop context on each relationship so the team can communicate effectively.

The Role

• Support relationship managers in cultivating investor and prospect relationships and responding to inbound requests.
• Keep stakeholders informed about relevant strategy and business developments.
• Help design and maintain robust product-development and prospecting processes.
• Manage short-term deliverables alongside longer-running commercial projects.Build fluency in investment capabilities, financial concepts, capital markets and client priorities.

What We're Looking For

• A bachelor's degree and one to four years of financial-markets experience.
• Strong written and verbal communication, project management and attention to detail.
• A process-oriented, collaborative approach and confidence working with colleagues at different levels.
• Commercial judgement, initiative and an interest in improving workflows with AI.
• Business-development or relationship-management experience and familiarity with financial terminology are preferred.

This could suit an investor-relations, client-service, sales-support or markets professional who wants to deepen both commercial and investment knowledge.

#Referment