Partner with GCR RMs to build relationships with investment consultants and OCIOs.
Learn about industry, markets, client types, products, and narratives.
Support fundraising through meetings, follow-ups, and roadshows.
Manage CRM data, oversee pipeline, and execute sales strategy.
Use data tools like Preqin, eVestment, and WithIntelligence for insights.
Compile data and create presentations for internal stakeholders.

🎯 Requirements

0–3 years experience.
Bachelor’s degree required; internship experience preferred.
FINRA Series 7 & 63 licenses required; SIE a plus; obtain within 6 months.

🎁 Benefits

Medical, dental, and vision plans
Health Savings Account with employer contribution
Company-paid life and disability insurance
401(k) with company match
Comprehensive paid time off, including vacation days, holidays, sick time, and bereavement leave
Up to 16 hours of volunteer time off and up to 16 weeks of Paid Parental Leave

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