Associate, Institutional Client Group (APAC)

📋 Description

• Partner with ICG RMs to grow APAC client relationships across markets.
• Learn industry, markets, client types, firm products, and CIM narratives.
• Support fundraising with meetings, follow-ups, and events.
• Coordinate and host APAC client visits to the U.S.
• Manage Salesforce CRM data, oversee the pipeline, and execute sales strategy.
• Use Preqin, eVestment, and WithIntelligence to gather investor insights.

🎯 Requirements

• 0–3 years of experience; Bachelor's degree required; internship preferred.
• FINRA Series 7 and Series 63 licenses required within 6 months; SIE a plus.
• Proficiency in Salesforce and MS Office (Excel, PowerPoint, Word).
• Strong interpersonal, communication, collaboration, and time-management skills.
• Interest in financial services, sales, capital markets, and real assets.
• Fluent in English; Mandarin a plus.

🎁 Benefits

• Medical, dental, and vision plans; HSA with employer contribution.
• Company-paid life and disability insurance.
• 401(k) with company match.
• Generous PTO: vacation, holidays, sick time, and bereavement.
• Volunteer time off and paid parental leave.
• Ongoing professional development programs and wellness initiatives.