Senior Associate, Institutional Client Group (APAC)

📋 Description

• Build and maintain client relationships; own select accounts and outreach.
• Develop deep knowledge of firm products to answer questions and support sales.
• Support fundraising with meetings, follow-up, and roadshows/events.
• Manage Salesforce CRM data; ensure pipeline accuracy and progress.
• Leverage Preqin, eVestment, WithIntelligence for investor insights.
• Prepare and deliver presentations and reports with client feedback.

🎯 Requirements

• 3-5 years of experience in asset management or related sales.
• Bachelor's degree required.
• FINRA Series 7 and Series 63 licenses required.
• Strong interpersonal and communication skills.
• Collaborative across levels and locations.
• Proficient in Salesforce and MS Office (Excel, PowerPoint, Word).

🎁 Benefits

• Medical, dental, and vision plans.
• Health Savings Account with employer contribution.
• Company-paid life and disability insurance.
• 401(k) with company match.
• Paid time off: vacation, holidays, sick time, bereavement.
• Volunteer time off up to 16 hours.