PCS Research Group LLC · 2 weeks ago
Institutional Sales Account Executive
New York, NY
Full-time
Onsite
Mid LevelPCS Research Group is seeking an Account Executive to interact with portfolio managers and research analysts at top institutional investment firms and hedge funds. The role involves scheduling meetings, researching investment styles, maintaining correspondence with clients, and collaborating with colleagues on sales strategies.
AccountingFinanceFinancial Services
Responsibilities
Scheduling meetings with top investment managers globally
Researching investment styles and portfolio holdings of hedge funds and mutual funds to determine the investment research service best suited for each prospective client
Maintaining correspondence with prospective clients to advance the sales process
Collaborating with colleagues to develop and execute sales strategies across various digital and traditional marketing channels
Tracking team revenue, projected revenue and the sales pipeline on a daily basis
A commitment to advancing one’s knowledge of financial markets and investments in order to prepare for advancement within the organization
Qualification
Required
Interact with portfolio managers and research analysts at top institutional investment firms and hedge funds
Schedule meetings with top investment managers globally
Research investment styles and portfolio holdings of hedge funds and mutual funds to determine the investment research service best suited for each prospective client
Maintain correspondence with prospective clients to advance the sales process
Collaborate with colleagues to develop and execute sales strategies across various digital and traditional marketing channels
Track team revenue, projected revenue and the sales pipeline on a daily basis
Commitment to advancing one's knowledge of financial markets and investments in order to prepare for advancement within the organization
Company
PCS Research Group LLC
Since 1982, PCS Research Group has provided unique, niche-focused research that seeks to capitalize in areas of the capital markets that are ignored or misunderstood by traditional sources of investment research.
Founded in 1982
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase