PCS Research Group is seeking an Account Executive to interact with portfolio managers and analysts at top hedge funds and institutional asset managers.
Primary responsibilities include: Scheduling in-person meetings with top investment managers in U.S., European, and Asian financial centers. Analyzing investment styles and portfolio holdings of prospective clients to determine the investment research service best suited for each prospective clientMaintaining correspondence with prospective clients to advance the sales processCollaborating with colleagues to develop and execute sales strategies across various digital and traditional marketing channelsTracking team revenue, projected revenue and the sales pipeline on a daily basis A commitment to advancing one’s knowledge of financial markets and investments in order to prepare for advancement within the organization

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Level

Senior L5

Location

New York, NY

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

9 days ago

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