Institutional Sales - Fund Managers

Job Description

About Nassau Street Partners

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Nassau Street Partners is an independent capital advisory firm serving founders, management teams, and institutional clients on capital formation, mergers and acquisitions, strategic alternatives, and other complex financial transactions.

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The Role

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We are seeking an experienced institutional sales professional to build and manage relationships with fund managers and institutional investors. This role focuses on identifying investment appetite, presenting relevant opportunities, and advancing discussions through diligence and commitment.

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The ideal candidate understands private markets, communicates confidently with investment decision-makers, and brings a disciplined approach to business development and relationship management.

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Key Responsibilities

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• Develop and maintain relationships with fund managers, family offices, and institutional investors.
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• Identify investors whose mandates, sector preferences, and investment criteria align with available opportunities.
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• Conduct targeted outreach and lead introductory calls, presentations, and follow-up discussions.
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• Clearly communicate investment opportunities, transaction structures, and key considerations using approved materials.
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• Coordinate with internal teams to support investor diligence, respond to questions, and move opportunities forward.
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• Maintain accurate CRM records, including investor preferences, engagement history, next steps, and pipeline status.
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• Work closely with senior leadership to prioritize opportunities and meet agreed business development targets.
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• Follow applicable compliance requirements and internal procedures throughout the sales process.
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Qualifications

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• Experience in institutional sales, capital raising, private placements, fund distribution, or a closely related field.
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• Must already hold at least one of the following: FINRA Series 7, Series 79, or Series 82.
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• Demonstrated ability to build relationships with fund managers and institutional investment decision-makers.
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• Strong understanding of private markets, investment structures, and investor evaluation processes.
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• Excellent verbal and written communication, presentation, and follow-up skills.
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• Ability to manage multiple investor conversations independently and maintain an organized pipeline.
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• An established network of institutional investors or fund managers is strongly preferred.
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What You’ll Gain

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• Direct collaboration with senior leadership on capital advisory and fundraising opportunities.
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• Exposure to a range of private-market transactions and institutional relationships.
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• Ownership of investor relationships and a clear opportunity to contribute to business growth.
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• A performance-focused environment that values initiative, accountability, and consistent execution.
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