Geared toward candidates with financial services experience comfortable with client coordination and research.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from iSAM via Greenhouse
iSAM is an innovative, financial technology firm specialising in quantitative trading, comprised of iSAM Funds and iSAM Securities.
iSAM Securities regulated by the FCA, SFC, and CIMA registered, is a leading algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime brokerage and execution via its cutting-edge proprietary technology, as well as market leading analytics, cleared through the group’s bank Prime Brokers.
iSAM Funds is an alternative asset manager specialising in systematic investing. Each strategy is unique, provides a specialist quantitative approach and is designed to deliver highly diversifying absolute returns for institutional portfolios.
Role: Business Development Associate
Reports To: Global Head of Business Development
Department: Business Development & Client Relations
Base Office: Boca Raton
Please note this position is on-site.
About the Role:
This role presents an opportunity to work a hybrid business development support/client relations position, with a successful and motivated candidate having the ability to progress into a full business development role over time. The role requires a motivated self-starter with strong sales instincts and a deep interest in institutional investor expectations.
Responsibilities:
Business Development:
Company and industry research for the purposes of business development activities
Preparation of sales-based materials including presentations and monthly reporting
Assist in the buildout and research required for client roadshows
CRM input and initiative in ensuring systems up to date and being efficiently utilized
Learning the makeup of the firm’s institutional client base
Learning the technical components of the business, including detailed understanding of fund strategies
Client Relations:
Assist with day-to-day client relationship duties, helping coordinate daily, weekly, monthly and ad-hoc interactions. Collaborate with internal teams to ensure timely, accurate and high-quality service.
Support the preparation, updating and quality control of marketing and investor reporting materials, ensuring accuracy, consistency and alignment with Firm standards. Help track and log materials for compliance purposes and maintain updated versions in the firms CRM system.
Assist in facilitating the monthly fund dealing process by coordinating documentation, communicating with the Fund Administrator, and ensuring subscription and redemption information is accurate and delivered on time.
Support the collection and maintenance of investor information, helping update contact lists and the distribution databases to ensure accurate communication and outreach efforts.
Build an understanding of the quantitative hedge fund landscape, including investor preferences, market trends, competitive dynamics and industry developments.
Qualifications:
Direct fund, financial services, client relations, sales support experience
2-3 years work experience at a reputable financial institution
Degree educated in a relevant field
Strong desire to move into a business development/ sales role
Source: iSAM careers (Greenhouse)