• Qualifying prospects for the Sales Teams, helping them to build a pipeline of sales contacts who could be potential new clients.
• Researching and learning about different money management firms and their investment preferences and tendencies.
• Understanding the Investment Sales Cycle from Prospecting to Red Zone to Close.
• Gaining direct exposure to Private Equity, Hedge Fund, and Long-Only Equity firms.
• Helping the team to engage and enhance existing relationships with all current clients, by researching new and innovative ways to stay connected and in front of clients.
• Aiding the team to stay updated on data and analytics through Public Pension Research and Data Collection