Senior Sales Executive - Investment Portfolio Analytics

Excelsior Search - Capital Markets Fintech Recruitment & Executive Search. Americas - EMEA - APAC.; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An international award-winning investment technology provider seeks a skilled sales professional to drive revenue in the US market. The role involves selling multi-asset class portfolio analytics to established and new clients while growing within a dynamic company that values impact and entrepreneurial spirit. This is a unique opportunity to influence the company’s success and advance your career amidst ongoing global growth.

Benefits

Flexible working arrangements

Commission structure rewarding performance

Qualifications

• Experience selling to asset managers, hedge funds, and similar clients.
• Solid knowledge of portfolio analytics and quantitative analytics.
• Proven track record in achieving and exceeding sales targets.

Responsibilities

• Sell investment analytics and research solutions to institutional clients.
• Develop new business revenue while managing existing accounts.
• Contribute to team culture and dynamic sales environment.

Skills

Sales experience

Knowledge of investment research

Client relationship management

Job description

Exciting sales role selling market leading multi-asset class portfolio analytics, with an opportunity to 'have impact' selling across existing accounts and seeking out new client logos.

Our client is an international award-winning investment technology and research provider with a particularly strong buy side portfolio analytics offering i.e. multi-asset class performance, attribution, factor analysis, manager research and risk analytics etc. The company is going through a global growth phase and certainly 'punches above its weight' against the bigger players, consequently their sales team is taking full advantage of this!

As part of their continued US growth plans and success they are expanding their US sales team with several roles US East to West Coast selling their investment analytics & research solutions to institutional asset managers, wealth managers, RIA's, fund administrators, hedge funds, endowments and investment consultants etc. The role focus is on new business revenue, but you'll also have existing clients to cross and upsell to. You'll certainly have the freedom and flexibility to help take the company to the next stage of growth here in the US and reap both the professional and personal rewards that come with such a sales position!
We welcome hearing from interested sales professionals with the following experience:
- Experience selling to the buy side i.e. asset managers, hedge funds, wealth managers, pension funds or investment consultants etc. Ideally this experience will have been gained working for either a technology, financial information or investment research service provider.
- Knowledge in of front/middle office investment research and/or portfolio analytics i.e. either portfolio construction, performance, attribution, risk management or other similar investment analysis / quantitative analytics etc.
- A proven track record of hitting / exceeding sales targets, with a new business / revenue generation edge.
- An articulate, consultative and confident sales approach.
- Have the personal motivation and ability to contribute to a dynamic and entrepreneurial team culture.

This is a great time to join one of the global leaders in portfolio analytics, where you can reap the rewards of making sales to new and existing clients! There's certainly the chance to influence and have a significant impact on the company’s future success in the US, make great money and grow your career with them!
Location: USA remote (any location West to East Coast), or New York hybrid.

Remuneration: Appropriate basic salary, commission structure to reward high sales performers.


Excelsior Search, the trusted international executive search & recruitment partner for capital markets & investment technology, data & research providers.
If this particular role isn’t right for you please check out our other open roles here https://jobs.excelsiorsearch.com, or introduce yourself to us anyway here https://jobs.excelsiorsearch.com/job/general-introduction-for-fintech-jobs/.
Americas | EMEA | APAC


Keywords: sales, sales executive, sales manager, sales director, account executive, sales representative, hedge funds, buy side, asset management, investment management, mutual fund, quantitative analysis, investment analysis, portfolio management, investment analytics, index, indices, investment research, risk management, portfolio construction, portfolio management, portfolio analysis, portfolio analytics, portfolio optimization, performance measurement, attribution, risk management, risk analytics, manager research, front office, middle office.