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

Referment; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Referment is recruiting for an associate on its investor-relations team to support relationship managers serving institutional investors and prospects. You will help build understanding of investment capabilities and capital markets while delivering accurate responses to investor requests and managing related processes.

The role blends client-service with longer-term project work, requiring clear communication, process discipline, and a proactive approach to workflows and AI-enabled

Qualifications

• Bachelor's degree and 1–4 years of financial-markets experience.
• Strong written and verbal communication, project management and attention to detail.
• 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 preferred.

Responsibilities

• 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.

Skills

Written communication

Verbal communication

Project management

Attention to detail

Collaborative approach

Education

Bachelor's degree

Job description

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.