Analyst

Our client is a leading asset manager within the digital assets industry that offers a variety of public and private investment products. The Analyst will support the firm’s growing sales and distribution effort and focus on supporting clients.

Responsibilities

Field inbound calls/emails from prospective investors; Provide on-going support to clients and prospects, answering a wide variety of questions in a timely and accurate manner; Lead special projects to enhance current marketing materials and processes; Send marketing materials, offering, and subscription documents to facilitate new investments; Assist with onboarding and investment processes; Develop in-depth knowledge of the firm’s private products and investment capabilities

Requirements

Bachelor’s degree; 1-3 years of IR, fund marketing, or financial product sales experience; Series 7; Strong written and verbal communications skills; Strong Excel and PowerPoint skills; Interest in digital currencies and assets, blockchain technology, and related concepts

Nice to have

Series 63; Experience using Salesforce