Sales Associate, CF Private Equity Business Development Group

Commonfund•Wilton, CT

About The Position

CF Private Equity, the private markets arm of Commonfund, has invested over $23 billion since our founding in 1988. With a dedicated staff of over 60 and offices in the US, Europe and Asia, we believe we partner with the world’s leading investment managers to offer a suite of investment programs across private equity, venture capital, real assets and sustainability, including secondary and co-investment solutions. The Sales Associate will be a key member of the Business Development Group providing support to the firm’s Private Capital sales professionals. The Associate will be involved in all facets of the sales process including supporting senior sales professionals by assisting with the identification of business prospects, setting up initial meetings, advancing opportunities, and helping to close business. The Associate will assist the team by searching industry media and publications reports; developing marketing projects; among other responsibilities. The Associate will support the sales activities to prospects which include, endowments, foundations, family offices, RIAs, insurance companies, and defined benefit plans. This role focuses on institutional organizations throughout North America and Canada with most of the contact taking place via telephone, online meetings, and local/on-site meetings. This Associate will act as the primary liaison between the sales/service team and clients/prospects. Possessing a solid understanding of a professional investment environment, the successful candidate must be task and detail-oriented with strong interpersonal skills.

Requirements

Four-year degree is required
1-3 years of prior experience in financial marketing or sales support-oriented role
Series 7 and 63 licenses required within 90 days
Must be a self-starter and demonstrate a passion for sales
Strong understanding of financial marketplace; entrepreneurial, detailed, and highly motivated
Excellent organizational, phone, writing and verbal communication skills
Strong interpersonal skills and ability to communicate effectively with clients and prospects
Proficient use of Microsoft Word, Excel, and PowerPoint
Experience and proficiency with Salesforce preferred

Nice To Haves

Experience and proficiency with Salesforce preferred

Responsibilities

Support sales efforts converting qualified prospects: Coordinate internal meeting resources (i.e., investment teams) with clients/ prospects
Conduct comprehensive pre-meeting research
Compile and produce meeting materials/research/pitchbooks
Coordinate follow-up requests and action items from client and prospect meetings
Ensure communications and materials adhere to compliance policies and procedures
Support organization and enterprise initiatives related to sales and marketing functions: Network at industry conferences and CF sponsored events
Assist in the preparation and execution of territory sales plans
Respond to ad-hoc requests and projects as needed
Support prospect identification, lead qualification and opportunity development: Research prospect institutions with focus on investment staff, and other decision makers
Generate/qualify leads through phone/email outreach; establish “know your client” info