POSITION TITLE: Sales Associate, CF Private Equity Business Development Group
Location: Position can be based in our Norwalk, CT or New York City office
CF Private Equity, the private markets arm of Commonfund, has invested over $23 billion since our founding in 1988. With a dedicated staff of over 60 and offices in the US, Europe and Asia, we believe we partner with the world’s leading investment managers to offer a suite of investment programs across private equity, venture capital, real assets and sustainability, including secondary and co-investment solutions.
The Sales Associate will be a key member of the Business Development Group providing support to the firm’s Private Capital sales professionals. The Associate will be involved in all facets of the sales process including supporting senior sales professionals by assisting with the identification of business prospects, setting up initial meetings, advancing opportunities, and helping to close business. The Associate will assist the team by searching industry media and publications reports; developing marketing projects; among other responsibilities. The Associate will support the sales activities to prospects which include, endowments, foundations, family offices, RIAs, insurance companies, and defined benefit plans.
This role focuses on institutional organizations throughout North America and Canada with most of the contact taking place via telephone, online meetings, and local/on-site meetings. This Associate will act as the primary liaison between the sales/service team and clients/prospects. Possessing a solid understanding of a professional investment environment, the successful candidate must be task and detail-oriented with strong interpersonal skills.
PRIMARY RESPONSIBILITIES:
- Support sales efforts converting qualified prospects:
- Coordinate internal meeting resources (i.e., investment teams) with clients/ prospects
- Conduct comprehensive pre-meeting research
- Compile and produce meeting materials/research/pitchbooks
- Coordinate follow-up requests and action items from client and prospect meetings
- Ensure communications and materials adhere to compliance policies and procedures
- Support organization and enterprise initiatives related to sales and marketing functions:
- Network at industry conferences and CF sponsored events
- Assist in the preparation and execution of territory sales plans
- Respond to ad-hoc requests and projects as needed
- Support prospect identification, lead qualification and opportunity development:
- Research prospect institutions with focus on investment staff, and other decision makers
- Generate/qualify leads through phone/email outreach; establish “know your client” info;
REQUIRED BACKGROUND:
- Four-year degree is required
- 1-3 years of prior experience in financial marketing or sales support-oriented role
- Series 7 and 63 licenses required within 90 days
- Must be a self-starter and demonstrate a passion for sales
- Strong understanding of financial marketplace; entrepreneurial, detailed, and highly motivated
- Excellent organizational, phone, writing and verbal communication skills
- Strong interpersonal skills and ability to communicate effectively with clients and prospects
- Proficient use of Microsoft Word, Excel, and PowerPoint
- Experience and proficiency with Salesforce preferred
