Advisory, Asset Management

📋 Description

• Engage with portfolio managers/research analysts at existing and prospective customers to
• Establish yourself as a credible expert in solving customers' specific problems (e.g.
• Lead product demonstrations tailored to the context of various asset management firms, asking
• Partner with the marketing team to develop content that will resonate with portfolio
• Act as the "Voice of the Customer," using your industry perspective to help the broader sales team
• Tailor the introduction of new solutions to specific customer needs.

🎯 Requirements

• 2+ years of front-office experience at a large asset manager as a research analyst, associate, or
• Executive engagement skills and presence, with an ability to establish strong relationships with
• Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.
• Curiosity about AI's potential to transform financial services.
• Sales or client-facing experience, including business development and/or experience directly