SDR: Transforming Institutional Analytics for Hedge Funds

Arcana; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. As an SDR, you’ll identify and research prospective clients across the hedge fund and asset management ecosystem, engaging them through personalized outreach to open high-value opportunities.

You’ll partner with sales, marketing, and product to shape how Arcana reaches new clients, with a focus on building a scalable client base and transitioning qualified meetings to the sales

Qualifications

• 2+ years in a client-facing role within financial services or enterprise SaaS.
• Familiarity with portfolio analytics and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation).
• Excellent written and verbal communication with credibility when engaging hedge fund/asset management professionals.
• Self-starter with strong organization, curiosity, and attention to detail.
• Experience with CRM tools (Salesforce, HubSpot, or similar) preferred.

Responsibilities

• Identify target hedge funds, asset managers, and allocators to build high-quality prospect lists.
• Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest.
• Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings.

Skills

Excellent communication

Prospecting

CRM proficiency

Self-starter

Organization

Education

Bachelor’s or Master’s degree in Finance, Economics, Business, or related field

CFA, FRM, or MBA is a strong plus

Tools

Salesforce

HubSpot

Job description

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. As an SDR, you’ll identify and research prospective clients across the hedge fund and asset management ecosystem, engaging them through personalized outreach to open high-value opportunities.

You’ll partner with sales, marketing, and product to shape how Arcana reaches new clients, with a focus on building a scalable client base and transitioning qualified meetings to the sales