Organization level: Research news articles, databases, and public meeting minutes focused on ensuring we are reaching out to the right people, at the right time, with the right content
Contact level: Build and deepen relationships with contacts at conferences, in-person meetings, and virtually
Develop deep understanding of Neuberger's investment capabilities
Liaise and establish strong relationships with internal investment teams
Succinctly articulate the key features of the platform and investment strategies verbally and in writing
Help Allocators in the territory solve their investment problems
Increase the number of new pipeline opportunities by identifying new opportunities, helping with RFPs, targeted sales campaigns, and custom one-off outreach
Progress current pipeline opportunities through the final sale
Requirements
5-7 years of direct institutional sales experience from the buy-side and/or sell-side
Experience covering "real money" clients, such as pension, endowments/foundations and/or single-family offices is preferred but not required
Sophisticated in markets and covering complex clients
Knowledge of portfolio construction and role in portfolios of various asset classes
Knowledge of multiple asset classes is preferred; interest in expanding knowledge across a range of asset classes
High degree of interest in financial markets and investment strategies
Bachelor's degree required; strong academic record preferred
Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems
Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
Detail-oriented with strong organizational and follow-up skills
Strong analytical and problem-solving skills
Excellent written and oral communication skills
Proficient in Microsoft Word, Excel, PowerPoint, OneNote, and eVestment
Series 7 & 66 licenses required
Applicant must be based in the Austin or Dallas metropolitan area and is expected to be in the office when not traveling.
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
Benefits
Dental insuranceVision insurancePerformance bonus
Additional Information
The Senior Associate, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory in the South-Central United States. The primary objective is to help grow the business in the territory by collaborating with the Managing Director on larger accounts and independently covering additional accounts.
Nb · Home Office -, TX