Sales and Relationship Management Associate (New York) (D2291DE)

Referment; New York (NY); Presencial; USD 65.000 - 100.000; Tempo integral

Benefícios oferecidos por esta vaga

Health insurance

Resumo da vaga

Referment, a global investment firm partner, is seeking an associate for its investor-relations team in New York. You will support relationship managers with institutional investors and prospects, providing timely responses and developing context on investment capabilities and capital markets.

You will balance short-term client requests with longer-term process and project work, build fluency in investment concepts, and contribute to improving workflows with AI while collaborating across levels.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Financial markets experience

Written communication

Verbal communication

Project management

Attention to detail

Commercial judgment

Initiative

AI interest

Formação

Bachelor's degree

Descrição da vaga

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.