Sales Operations Assistant

First Eagle Investments; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Generous paid time-off

Medical/dental/vision plans

401(k) retirement and profit-sharing

Hybrid work environment

Dress for the day

Many more benefits

Job summary

First Eagle Investments, a privately owned investment management firm in New York, seeks a Sales Operations Assistant for the New York Institutional team. You will support the sales force with scheduling, presentations, proposals, and CRM updates, while handling calendar and expense management in Workday.

Responsibilities include maintaining client data in Salesforce, generating pipeline reports, coordinating meetings, and providing cross-coverage as needed.

Qualifications

• Undergraduate degree preferred.
• 5+ years in financial services sales support or sales admin roles.
• Proficient with Salesforce reporting.
• Excellent time management, organizational and interpersonal skills.
• Discretion and professional conduct.

Responsibilities

• Schedule meetings, prepare presentations, proposals and sales materials.
• Ensure materials are prepared for trainings and client meetings.
• Maintain client information and sales tracking in Salesforce.
• Generate regular sales activity and pipeline reports.
• Coordinate client communications and follow-ups.
• Conduct research and indicate findings as needed.
• Plan and coordinate internal/external meetings and events.
• Provide calendar management and scheduling conflict resolution.
• Prepare invoices and expense reports in Workday.
• Occasionally support other team members during vacations.

Skills

Time management

Organizational skills

Interpersonal skills

Written and verbal communication

Discretion and professionalism

Self-starter

Collaborative spirit

Education

Undergraduate Degree

Tools

Salesforce

Workday

Excel

PowerPoint

Job description

First Eagle Investments is an independent, privately owned investment management firm headquartered in New York with approximately $217 billion in assets under management as of June 30, 2026. Dedicated to providing prudent stewardship of client assets, the firm focuses on active, fundamental, benchmark-agnostic investing, with a strong emphasis on downside mitigation. With a heritage dating back to 1864, First Eagle strives to help clients avoid permanent impairment of capital and earn attractive returns through widely varied economic cycles. The firm’s investment capabilities include equity, fixed income, alternative credit and multi-asset strategies. For more information, please visit www.firsteagle.com.

What drives us:

At First Eagle, clients come first, always. To deliver on this commitment, we nurture an environment that attracts, develops, and retains a talented, inclusive workforce. We also aim to inspire each of our employees to do their life’s best work with us and for our clients. We have built a culture that promotes inclusion and respect, and holds every member of the organization to the highest standards of integrity and accountability.

Who we are looking for:

First Eagle is seeking a Sales Operations Assistant to join their New York Institutional team. The successful candidate will mainly focus on sales support with light administrative work for the Head of Alternative Business Development, Head of Institutional, and Head of IR, Business and Product Mgmt. In addition, this hire will provide cross-coverage as needed to support other assistants during vacations or busy periods.

What you will do:

• Assist the sales team with scheduling meetings, preparing presentations, proposals and sales materials
• Ensure all materials are prepared and accurate for upcoming trainings, client, and prospect meetings
• Maintain and update client information and sales tracking in Salesforce in a timely and accurate manner
• Generate regular sales activity and pipeline reports
• Coordinate client communications and follow-ups
• Proactively conduct research and indicate findings
• Help plan and coordinate internal and external meetings (events, conferences and client meetings)
• Provide proactive administrative support which includes calendar management and resolving scheduling conflicts
• Prepare and submit invoices and expense reports in Workday in a timely manner
• Occasionally support other team members due to vacation coverage, etc.

The qualities you should have:

• Undergraduate Degree preferred
• 5+ years’ experience in the financial services industry, preferably as a sales assistant, sales analyst, or an administrative assistant on a sales team
• Proficient with Salesforce and the reporting features
• Excellent time management, organizational, and interpersonal skills
• Ability to handle duties with the utmost discretion and professionalism
• Self-starting, entrepreneurial and resourceful – someone who “makes it happen” with a positive, can-do attitude and collaborative spirit
• Advanced proficiency with Excel and PowerPoint
• Excellent verbal and written communication skills
• Highly dependable, efficient and detail-oriented

Base Salary range: $90,000 to $110,000. In addition, this role is eligible for overtime and an annual incentive bonus. Compensation may vary based upon, but not limited to – the individual's skills, location, experience, qualifications, and internal equity.

We value our people and offer a broad range of benefits.

• generous paid time-off
• medical/dental/vision healthcare plans
• 401(k) retirement and profit-sharing plans
• a flexible/hybrid work environment
• “dress for the day” flexible work attire
• many more great benefits

For more information, please refer to our First Eagle Benefits website.

First Eagle Investments and their affiliates and subsidiaries, including First Eagle Alternative Credit and Napier Park Global Capital, is an Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.