Arrow Search Partners
Linkedin · Posted 13d ago
Analyst
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Indexed description
About The CompanyOur client is a leading asset manager within the digital assets industry that offers a variety of public and private investment products. The Analyst will support the firm’s growing sales and distribution effort and focus on supporting clients.
Responsibilities
- Field inbound calls/emails from prospective investors
- Provide on-going support to clients and prospects, answering a wide variety of questions in a timely and accurate manner
- Lead special projects to enhance current marketing materials and processes
- Send marketing materials, offering, and subscription documents to facilitate new investments
- Assist with onboarding and investment processes
- Develop in-depth knowledge of the firm’s private products and investment capabilities
- Bachelor’s degree required
- 1-3 years of IR, fund marketing, or financial product sales experience
- Series 7 required, Series 63 preferred
- Strong written and verbal communications skills
- Strong Excel and PowerPoint skills
- Experience using Salesforce a plus
- Interest in digital currencies and assets, blockchain technology, and related concepts a must
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