Fund Consultant
5 days ago
Responsibilities:
- Prospecting for new managers and allocators;
- Client meetings/calls in which analysts assist in preparation, participation, and follow up.
- Interaction with hedge fund clients and allocators.
- Conducting introductory calls, coordinating and hosting new prospective allocator meetings;
- Coordinate both internal teams and third party partners and prime brokerages to assist clients in the fund establishment process, including where required, certain documentation review;
- Generate leads and building relationships through regular calls and meetings. Keep complete records through CRM system and preparing accurate reports, proposals and other documentation as required;
- Meeting regular sales quotas through implementation of sales and marketing strategies and tactics;
- Develop intelligent market and sales strategies through client-specific analysis and industry research;
- Handle other ad-hoc assignments when required.
- Liaising with media channels to issue press releases of new launches and critical events;
- Coordinating with global databases and uploading fund performance;
- Networking and attending industry conferences;
Requirement:
- Bachelor’s degree or above;
- 4 years of relevant experience
- Self-starter with excellent attention to detail and exemplary problem-solving abilities;
- Energetic, efficient, and resourceful team player and individual contributor;
- Detail-oriented and able to multitask, meet deadlines, and adjust to changing priorities;
- Demonstrated comfort with presenting in front of both small and large groups;
- Fluent in spoken English, Mandarin and Cantonese.
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