Sales and Relationship Management Associate (New York) (5DBB40D)

Referment; New York (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Referment, in partnership with a global investment firm, seeks an associate for its investor-relations team. You will support relationship managers serving institutional investors and prospects, while building a detailed understanding of investment capabilities, markets and priorities.

The role blends responsive client support with longer-term projects; you will respond to investor requests, help maintain processes, and develop context on each relationship so the team communicates effectively.

Qualifications

• Bachelor's degree required.
• 1–4 years of financial markets experience.
• Strong written and verbal communication.
• Process-oriented with collaboration across levels.
• Interest in workflow improvement with AI.

Responsibilities

• Support relationship managers in cultivating investor and prospect relationships.
• Keep stakeholders informed about 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

Communication

Project management

Attention to detail

Commercial judgement

Initiative

AI 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