Investment Sales Associate

Trinity Investors • Southlake, TX

5h • Onsite

About The Position

This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors.

Requirements

• Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject
• 3+ years of applicable work experience with progressively increased responsibilities in business development or relationship management
• Have showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationships
• Strong working knowledge of finance and private equity
• Proficient in Word, Excel, Outlook, Adobe, and Google Sheets
• Self-motivated, high energy, goal-oriented
• Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
• Licensed by FINRA with SIE, Series 82 or 7, and Series 63, 66, or 65; or similar
• Notable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity
• Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions

Nice To Haves

• Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
• Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
• Ability to multitask and prioritize deadlines across several projects with different managers
• Self-starter; able to identify "what's next" and make meaningful progress with little oversight or structure
• Familiarity with JuniperSquare and HubSpot or similar CRM tool, such as Salesforce

Responsibilities

• Report directly to Client Relations Manager
• Serves as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationships
• Work closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategies
• Service investors with high level of integrity, build rapport, obtain referrals, and maintain a positive company image
• Utilize Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activity
• May travel 2-3x/year to visit investments and attend investor events, occasionally out of state

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level