Investment Sales Associate

Job Description

Job Description

Investment Sales Associate FLSA Status: Exempt Position Snapshot: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.Essential Functions:Report directly to Client Relations ManagerServes as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationshipsWork closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategiesService investors with high level of integrity, build rapport, obtain referrals, and maintain a positive company imageUtilize Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activityMay travel 2-3x/year to visit investments and attend investor events, occasionally out of stateNote: The duties of this position do not involve cold callingRequired Qualifications, Education, and Experience:Bachelor 's Degree in Finance, Business Administration, Real Estate, or a relevant subject3+ years of applicable work experience with progressively increased responsibilities in business development or relationship managementHave showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationshipsStrong working knowledge of finance and private equityProficient in Word, Excel, Outlook, Adobe, and Google SheetsSelf-motivated, high energy, goal-orientedExcellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunitiesLicensed by FINRA with SIE, Series 82 or 7, and Series 63, 66, or 65; or similarNotable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of TrinityMust have the ability to self-direct work and exercise independent judgment to formulate and implement solutionsPreferred Qualifications:Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detailExcellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic recordAbility to multitask and prioritize deadlines across several projects with different managersSelf-starter; able to identify "what's next" and make meaningful progress with little oversight or structureFamiliarity with JuniperSquare and HubSpot or similar CRM tool, such as SalesforceSupervisory ResponsibilitiesNoneWork Environment, Physical Factors, and Other Special RequirementsThe work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Work is performed in an office environment and the noise level is moderate.To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Must be able to exchange information in person, in writing, and via telephone. Ability to maintain regular, punctual in-office attendance consistent with the Americans with Disabilities Act (ADA) and other federal, state, and local standards is required for teamwork, face-to-face interaction with co-workers/investors, and operating required office technology and equipment. The employee may work extended hours, outside of regular shift schedule, as required by operational needs.Trinity Investors may require the employee to perform duties outside of their job description to meet business and operational needs. This job description is not intended to be an all-inclusive list; other duties may be assigned at any time, with or without notice.Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties of the position by contacting the Human Resources Department.