Institutional Sales Associate

Virtus Investment Partners•Chicago, IL

18h•Onsite

About The Position

The Duff & Phelps Investment Management – Institutional Sales Associate role is an essential part of the asset gathering process. Based in Chicago, this position is designed for an early- to mid-career professional who wants to be fully embedded in the institutional business development effort. The role involves working side-by-side with senior sales leaders, Client Portfolio Managers, and marketing partners to support how D&P’s strategies are positioned, communicated, and grown across institutional channels. It offers meaningful exposure, increasing responsibility, and visibility within the organization. The Institutional Sales Associate operates within D&P’s highly collaborative, Chicago-centric culture, where proximity to colleagues and active participation in discussions matter. Institutional sales at D&P is not a transactional function; it is a team-based effort built on preparation, credibility, and long-term thinking. Associates are expected to work closely with senior sales professionals, Client Portfolio Managers, and internal partners to ensure engagements are thoughtful, coordinated, and aligned with how strategies are actually managed. In addition to day-to-day sales support, the Institutional Sales Associate will contribute to broader commercial initiatives, including consultant tracking, opportunity identification, CRM management, and competitive analysis. This role provides insight into how institutional capital is raised and retained, and how collaboration across sales, marketing, and investment teams drives long-term growth.

Requirements

Approximately 3–5 years of experience within asset management, investment consulting, or a related institutional environment.
Preparation, accuracy, and follow-through are table stakes.
Teamwork, curiosity, and accountability are what distinguish success in the role.
FINRA Series 7, 63, 65 (66) Licenses, or commitment to obtain it within 6 months is preferred.
U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment.
Unable to sponsor work visas or provide support for OPT/CPT programs for this role.

Nice To Haves

Values teamwork, preparation, and being close to the business.
Takes pride in supporting others.
Enjoys working across functions.
Wants to build credibility over time within a boutique investment platform where individual contributions are visible and meaningful.

Responsibilities

Support new business development, consultant engagement, and client growth initiatives across the full lifecycle of institutional relationships.
Collaborate across teams to prepare for client and consultant meetings.
Support outreach and follow-up.
Ensure materials and messaging reflect D&P’s investment philosophy and portfolio positioning.
Support RFPs and DDQs.
Coordinate meetings and roadshows.
Develop presentation materials.
Monitor industry and consultant activity.
Partner with marketing and investment teams to ensure consistent and accurate positioning.
Contribute to broader commercial initiatives, including consultant tracking, opportunity identification, CRM management, and competitive analysis.