Trinity Investors · 2 months ago
Investment Sales Analyst
Southlake, TX
Full-time
Onsite
Entry, Mid Level
2+ years expTrinity Investors is a firm focused on investment sales, seeking an Investment Sales Analyst to support their investment sales team and enhance relationships with investors. The role involves providing exceptional service, collaborating with various teams, and contributing to business growth initiatives through effective communication and reporting.
FinanceFinancial ServicesImpact InvestingReal Estate Investment
Responsibilities
Report directly to the Client Relations Manager on the Investment Sales team and collaborate closely with Marketing, Investments, and Client Relations teams
Serve as a key point of contact for existing investors, nurturing relationships through consistent communication and service excellence
Support business growth initiatives by helping execute investor engagement and retention strategies
Provide high-integrity investor service, build rapport, obtain referrals, and maintain a positive and professional company image
Prepare and analyze reports related to sales activity using Excel, Google Sheets, and CRM/Investor Portal tools
Draft and prepare presentations for prospective client meetings and conferences that highlight the firm's platform and current investment opportunities
Travel up to 2-3 times per month to visit investment sites and attend investor events (including occasional out-of-state travel)
Note: This position does not involve cold calling
Qualification
Required
Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject
2+ years of applicable work experience with progressively increased responsibilities in business development or relationship management
Prior success (metrics) in an earlier role; proven track record of supporting successful partnership relationships
Strong working knowledge of finance and private equity
Proficient in Word, Excel, Outlook, Adobe, and Google Sheets
Self-motivated, high energy, goal-oriented
Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
Must be able to successfully complete securities licenses within six months from hire date. These licenses may include the SIE, Series 82, and/or Series 63 licenses
Notable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity
Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions
Preferred
Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
Ability to multitask and prioritize deadlines across several projects with different managers
Self-starter; able to identify 'what's next' and make meaningful progress with little oversight or structure
Familiarity with JuniperSquare or similar CRM tool, such as Salesforce
Company
Trinity Investors
Trinity Investors provides individuals seeking above-average risk-adjusted returns through direct investment in real estate.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Krishna Rao, MD, MBA
Market Partner, Atlanta I Vice President, Healthcare
Alan Blake
Advisory Partner
Recent News
2025-09-12
AIP Realty Trust
2025-08-29
AIP Realty Trust
2025-04-30
Company data provided by crunchbase