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Apollo Management - New York, NY

posted 2 months ago

Full-time - Entry Level
New York, NY
Professional, Scientific, and Technical Services

About the position

The role encompasses a broad spectrum of marketing and investor relations responsibilities, focusing on supporting field sales professionals in fundraising and prospecting processes. The position aims to contribute to fundraising goals by managing and developing relationships with clients, facilitating informational requests, and providing updates on industry insights. Additionally, the role involves using Salesforce for organizing information and preparing reports for regional leadership.

Responsibilities

  • Support field sales professionals in assigned Region/Territory throughout fundraising and prospecting process
  • Contribute to fundraising goals for the region by managing, enhancing, and developing new relationships with clients
  • Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
  • Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy
  • Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information, and competitive analysis
  • Prepare ad-hoc reports as needed for Regional Leadership and/or individual members of sales
  • Send detailed meeting follow-up emails including any relevant customized data or research to clients and prospects
  • Assist in tiering organizations in order of interest/priority
  • Support the updating of Customer Relationship Management database (CRM) for territory
  • Assist in the coordination and organization of group events

Requirements

  • Bachelor's degree required
  • 2 years' minimum experience in financial services industry
  • Prior experience working with bank platforms, RIAs or private wealth clients is strongly preferred
  • Prior knowledge/work experience in alternative investments preferred
  • Working knowledge of CRM, preferably Salesforce
  • Strong organization skills
  • Ability to communicate effectively both verbally and in written form
  • Must work effectively with other groups in the organization and collaborate as necessary
  • Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
  • Discretion and ability to handle confidential, sensitive information
  • Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
  • Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars

Benefits

  • Discretionary annual bonus based on personal, team, and Firm performance
  • Long-term investment in employee development
  • Support for career growth and learning opportunities
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