Internal Sales, Associate

Coller Capital’s newly formed Private Wealth Secondaries Solutions (PWSS) group is searching for an Associate, Investor Relations, which will be an internal sales role to help meet the growing needs of our business. The ideal candidate is a highly motivated and goal-focused individual who embraces a collaborative, team-based environment.

Job Description

Internal sales role focused on supporting Coller's Investor Relations team to increase efficiency and drive fund flows. Opportunity to:

• Gain sales experience
• Learn effective sales strategy, process, and best practices
• Develop a sound understanding of the private equity and alternative investments industry
• Build relationships with intermediaries (broker-dealer, independent RIA channels, etc.)

Responsibilities

• Help drive the sales process through prospecting, appointment setting, trip building, and developing regional sales campaigns and focus lists from sales report analysis
• Provide broad sales support to Coller’s Investor Relations team including meeting preparation, materials creation and fulfillment, calendar management, CRM and e-file maintenance, and additional assignments
• Assist with custom marketing materials as well as ad-hoc firm projects and initiatives
• Attend periodic client/prospect meetings and conference calls
• Achieve thorough understanding of Coller’s business, portfolio, operations, and private equity industry

Skills & Requirements

• Bachelor’s degree or equivalent with strong academic record
• 0-3 years of financial services or sales experience
• Attention to detail is paramount
• Excellent oral and written communication skills
• Team player with strong organizational and interpersonal skills
• Ability to work independently to meet deadlines and complete projects
• Robust technology capabilities (CRM/Salesforce, database, Excel, and PowerPoint experience a plus)
• Series 7 & 66 licensing must be obtained within 12 months of employment
• Coller provides support for the pursuit of relevant professional designations (e.g., CAIA, CFA, etc.)
• Associate will work from Coller’s NYC office
• Excellent references

Pay range
$90,000 - $110,000 annualised salary, offers will be based on experience, education and skill set.

Benefits:

Coller Capital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We consider qualified applicants without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are dedicated to complying with all applicable laws of the respective jurisdiction in which we operate.

We encourage all qualified applicants to apply and we will provide reasonable accommodations for individuals with disabilities to participate in the application process.

Please let us know if we can make any reasonable adjustments at interview in order to fully support and promote your talent