Investment Analyst – Inside Sales
2 weeks ago
Role Overview:
We are seeking a highly motivated Investment Analyst with a focus on Sales to join our dynamic team. The ideal candidate will have a strong background in investment research and analysis, coupled with a proven track record in sales and client relationship management.
Key Responsibilities:
- Conduct thorough market research and financial analysis to identify investment opportunities.
- Develop and maintain client relationships, ensuring a strong pipeline of prospects.
- Present investment solutions and strategies to clients, tailoring offerings to meet their needs.
- Collaborate with internal teams to create compelling sales pitches and proposals.
- Monitor market trends, economic developments, and industry news to provide timely insights to clients.
- Prepare and deliver presentations, reports, and recommendations to clients and stakeholders.
- Achieve and exceed sales targets, contributing to the overall growth of the firm.
Qualifications and Skills:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's/MBA is a plus).
- 3 to 5 years of experience in investment analysis, sales, or a related field.
- Strong knowledge of financial markets, investment products, and portfolio management principles.
- Excellent communication and interpersonal skills with a client-focused mindset.
- Proficiency in financial modelling, Excel, and CRM tools.
- Ability to work independently and as part of a team in a fast-paced environment.
Benefits
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Dynamic and collaborative work environment.
- Flexible work arrangements.
If you are passionate about building cutting-edge investment products and possess the skills and experience, we are looking for, we encourage you to apply and join our team
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