Commonfund · 1 week ago
Sales Associate, CF Private Equity Business Development Group
New York, NY, US
Full-time
Onsite
Entry Level
1+ years expCommonfund is a private equity investment firm that has invested over $23 billion since its founding in 1988. The Sales Associate will support the Private Capital sales professionals in all aspects of the sales process, including identifying business prospects, setting up meetings, and assisting with marketing projects.
AdvertisingAsset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingVenture Capital
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
Qualification
Required
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
Preferred
Experience and proficiency with Salesforce preferred
Company
Commonfund
Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to achieve their most important goals.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Anson
CEO, President, and CIO for the Commonfund, Chairman of the Board for COMANCO & CCI
Anthony Ialeggio
Chief Marketing Officer
Recent News
New Private Markets
2024-03-18
2023-06-08
Company data provided by crunchbase