Institutional Client Associate

📋 Description

• Partner with GCR RMs to grow relationships with consultants and asset managers.
• Learn industry, markets, client types, products, and narratives.
• Support fundraising via meeting prep, follow-up, and roadshows.
• Manage CRM data, pipeline, and sales strategy for the territory.
• Use Preqin, eVestment, WithIntelligence to gain investor insights.
• Compile data and deliver updates on fundraising, feedback, and trends.

🎯 Requirements

• 0–3 years of experience.
• Bachelor’s degree required; internship preferred.
• FINRA Series 7 and 63 licenses required; SIE a plus; obtain within 6 months.
• Interest in financial services: sales, capital markets, investments, or real assets.
• Strong interpersonal and communication skills (written and verbal).
• Proficient Salesforce and MS Office (Excel, PowerPoint, Word).

🎁 Benefits

• Medical, dental, and vision plans.
• Health Savings Account with employer contribution.
• Company paid life and disability insurance.
• 401(k) with company match.
• Paid time off, holidays, and sick time.
• Up to 16 weeks of Paid Parental Leave.