Sales and Relationship Management Associate (New York) (40DD268)

Referment; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Referment is partnering with a global investment firm to recruit an associate for its investor-relations team. You will support relationship managers serving institutional investors and prospects while building an understanding of the firm’s capabilities and priorities.

The role blends responsive client support with longer-term process work. You will provide accurate responses to investor requests, help design processes, and develop relationship context so the team can communicate effectively.

Qualifications

• Bachelor’s degree and 1–4 years in financial markets.
• Strong written and verbal communication, project management and attention to detail.
• Process-oriented, collaborative, able to work with colleagues at different levels.
• Commercial judgement, initiative and interest in AI-enabled workflows.

Responsibilities

• Support relationship managers by cultivating investor and prospect relationships and handling inbound requests.
• Keep stakeholders informed about relevant strategy and business developments.
• Help design and maintain robust product development and prospecting processes.
• Build fluency in investment capabilities, capital markets and client priorities.

Skills

Investor-relations

Relationship management

Project management

Attention to detail

AI workflow interest

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.

#Referment