Both people will serve existing clients over the phone, set up marketing meetings and conference calls for discussions with our PM. You will be setting up marketing one-on-ones in client offices. This person will report to and work very closely with the founder and CEO of the company.
-One candidate must have relationships with endowments, foundations, family offices or ultra high net worth individuals in the US -The other candidate will have relationships with investors in Latin America and/or South America
Both candidates should have: -Strong knowledge of financial markets and portfolio theory -Identify new client prospects, set up and manage meetings -At least 7-10 years of marketing communications experience within the asset management industry -Significant travel (15-25%) -Excellent writing skills with attention to detail -Understanding of investments from a statistical, performance, and investment strategy standpoint. -Basic understanding of hedge funds and real assets -BA/BS with superior academic skills, MBA, CFA pluses.