Private Equity Investment Sales Associate jobs in United States
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Paulson Investment Company, LLC · 5 days ago

Private Equity Investment Sales Associate

Paulson Investment Company, LLC is a boutique investment banking and wealth management firm focused on micro to mid-cap markets. They are seeking Private Equity Investment Sales Associates to provide wealth management services and sell investment banking products to institutions and high net worth individuals.

BankingFinanceFinancial Services

Responsibilities

Provide wealth management services and sell investment banking products to institutions and high net worth individuals
Work with established Private Equity Investment Sales and Investment Advisory team members
Focus on products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs)
Engage in Center of Influence marketing
Maintain excellent communications and persuasion skills

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Client-facing experienceCenter of Influence marketingHigh energyTransferable book of businessCommunication skillsPersuasion skillsSelf-motivated

Required

Two or more years of client-facing experience
FINRA Series 7/63 and 65 or 66
Experience in Center of Influence marketing
Excellent communications and persuasion skills
Self-motivated, high energy

Preferred

Transferable book of business highly desired

Company

Paulson Investment Company, LLC

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Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets.

Funding

Current Stage
Growth Stage
Total Funding
$3.63M
2020-06-19Series Unknown· $0.85M
2019-10-24Series Unknown· $1.23M
2017-08-21Seed· $1.56M

Leadership Team

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Alex Winks
President and CFO
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Harry S.
Chief Compliance Officer
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Company data provided by crunchbase