Sales & Investment Asociate

Sales Responsibilities:

• Client Relationship Management:Building trust and rapport with clients, understanding their financial needs and goals, and providing ongoing support.
• Sales Lead Generation:Identifying potential clients and generating leads through networking, referrals, and market research.
• Client Presentations and Proposals:Preparing and presenting investment proposals and marketing materials to clients.
• Sales Support:Assisting with client queries, resolving issues, and ensuring a positive customer experience.

Investment Responsibilities:

• Investment Opportunity Sourcing and Evaluation:Identifying and evaluating potential investments, conducting due diligence, and preparing financial models.
• Financial Modeling and Analysis:Creating and maintaining financial models, analyzing financial data, and forecasting investment performance.
• Investment Strategy Development:Assisting in developing and implementing investment strategies based on market analysis and client needs.
• Investment Monitoring and Reporting:Tracking the performance of existing investments, preparing reports for senior management and clients, and identifying areas for improvement.
• Due Diligence:Conducting thorough due diligence on potential investments, including financial analysis, legal review, and market research.