Associate, Institutional Client Group

📋 Description

• Partner with GCR Relationship Managers to build new and strengthen existing relationships with
• Learn about the industry, markets, client types, firm products, and narratives.
• Support fundraising efforts through meeting preparation, follow-up, and coordination of roadshows
• Contribute to a defined sales territory by managing CRM (Salesforce) data, actively overseeing the
• Utilize third-party data tools—such as Preqin, eVestment, and WithIntelligence—to gather investor
• Compile data and create presentations and other deliverables for internal stakeholders, including

🎯 Requirements

• 0–3 years of experience.
• Bachelor’s degree required; a relevant field of study and internship experience are preferred.
• FINRA Series 7 and Series 63 licenses are required for this role (an existing SIE is a plus).

🎁 Benefits

• A variety of Medical, dental, and vision benefit plans
• Health Savings Account with a generous employer contribution
• Company paid life and disability insurance
• 401(k) savings plan, with company match
• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and
• Up to 16 hours of volunteer time off