Internal Sales Representative – U.S. Wealth Analyst

AQR•Greenwich, CT

1d•$80,000 - $100,000

About The Position

AQR Capital Management is seeking a full-time Analyst to join its U.S. Wealth Team within the Business Development group. The U.S. Wealth group engages with taxable U.S. investors and their advisors, educating them about AQR strategies, building awareness, and managing new and existing relationships with family offices, Registered Investment Advisors, and elite advisors and teams at major broker-dealers. The role supports external sales representatives with sales and administrative tasks, provides inbound and outbound client support, and drives sales through proactive email and phone outreach. The analyst uses databases and sales reports to support senior relationship managers and works with teams across the firm to address client requests. The role also includes building AQR product and asset-class knowledge and contributing to projects that improve team functionality and efficiency. The stated salary range is $80,000 to $100,000. The role is also eligible for an annual discretionary bonus. AQR offers eligible employees paid time off, medical, dental, and vision insurance, a 401(k), and other benefits.

Requirements

Bachelor’s degree; concentrations in Economics, Marketing, Finance, or Business are specified.
0–2 years of relevant post-undergraduate experience at an investment management or asset management firm.
Proficiency in PowerPoint and Excel.
Hard-working and eager to learn in an intellectual, collaborative environment.
Well-organized and detail-oriented.
Enthusiasm for developing and implementing ideas.
Ability to work independently and within a team.
Exceptional analytical and problem-solving skills.
Strong oral and written communication skills.

Nice To Haves

Investment management or asset management experience in an internal sales role, preferably with a track record of success in driving sales.
FINRA Series 7 and 63 licenses; desired but not required.
Knowledge of finance and the investment management industry.
High degree of intellectual curiosity, sales ability, and relationship management skills.

Responsibilities

Provide external sales representatives with sales and administrative support, including scheduling meetings, preparing analytics, presentations, and client and prospect materials, and updating CRM databases.
Provide inbound and outbound client support, including servicing clients, quantifying prospects, and sending follow-up information.
Drive sales directly through proactive email and phone solicitation to supplement external sales activities.
Use databases and sales reports to assist senior relationship managers in managing their territories.
Work with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
Develop knowledge of AQR products and asset classes and demonstrate interest in the industry.
Participate in projects and initiatives to improve overall team functionality and efficiency.