Related skills
crm broker_relations sell_side_coverage corporate_access commission_wallet📋 Description
- Build corporate access function from ground up with PMs and sell-side
- Primary PM and sell-side contact for meetings and roadshows
- Manage access logistics: prioritizing requests and scheduling
- Track broker delivery and factor into wallet allocation
- Align wallet allocation with trading; ensure a single Summit voice
- Develop and drive commission wallet strategy and broker votes
🎯 Requirements
- 8+ years in broker relations or related hedge fund roles
- Expert knowledge of commission wallet management, broker votes and corporate access
- Solid understanding of prime brokerage services, financing terms and cap intro
- Strong communicator and relationship builder with internal stakeholders and external counterparts
- Comfortable in a build-out environment where not everything is defined yet
- Highly organized, able to manage competing priorities without dropping the ball
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