Internal Sales Representative - U.S. Wealth Associate

AQR • Greenwich, CT

23h • $115,000 - $130,000

About The Position

AQR is a global investment management firm built at the intersection of financial theory and practical application. We aim to deliver exemplary, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that hold to rigorous testing. Our focus on practical insights and analysis has made us pioneers in alternative and traditional strategies since 1998.
At AQR, our employees have a common spirit of academic excellence, honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of partnership and believe transparency and openness to new ideas leads to innovation.
The Team
AQR is looking to hire a full-time Associate to join our U.S. Wealth Team, within the Business Development group. The Business Development group works with AQR’s clients in North America, Europe, Australia and the Middle East to provide solutions to achieve their investment targets. AQR clients include a cross-section of the world’s largest institutional investors, such as public and corporate pension funds, sovereign wealth funds, and foundations and endowments. AQR also serves the private-wealth community and Registered Investment Advisors.
U.S. Wealth - The U.S. Wealth group was created to engage with taxable U.S. investors and their advisors. The group is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment.
Your Role
Provide external sales representatives with sales and administrative assistance, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
Provide inbound and outbound client assistance, including helping to service clients, quantify prospects, and sending follow-up information.
Directly drive sales through proactive solicitation via email and phone to supplement external sales activities.
Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
Develop robust AQR product and asset class knowledge and demonstrate interest in the industry.
Participate in projects and initiatives to help improve overall team functionality and efficiency.

Requirements

• A Bachelor’s degree; concentrations in Economics, Marketing, Finance or Business
• 2-3 years of relevant post-undergraduate experience at an investment management or asset management firm, preferably in an internal sales role with a track record of success in driving sales
• High degree of curiosity, sales, and relationship management
• Proficiency in PowerPoint and Excel
• Hard working and eager to learn in a highly intelligent, collaborative environment
• Well-organized and detail-oriented
• Eager about developing and implementing ideas
• Self-starter, able to work autonomously as well as within a team
• Exceptional systematic and problem-solving skills
• Exceptional oral and written communication skills

Nice To Haves

• FINRA series 7 and 63 licenses desired but not required
• Knowledge of finance and the investment management industry is highly desirable

Responsibilities

• Provide external sales representatives with sales and administrative assistance, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
• Provide inbound and outbound client assistance, including helping to service clients, quantify prospects, and sending follow-up information.
• Directly drive sales through proactive solicitation via email and phone to supplement external sales activities.
• Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
• Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
• Develop robust AQR product and asset class knowledge and demonstrate interest in the industry.
• Participate in projects and initiatives to help improve overall team functionality and efficiency.

Benefits

• We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees