🛠 Tech Stack

💼 About This Role

You'll partner with senior team members to support fundraising and client relationships for a top-tier private alternatives asset manager. You'll contribute to key initiatives that provide direct exposure to the world's largest institutional investors. This role offers a strong foundation for a career in investment sales.

🎯 What You'll Do

• Partner with ICG Relationship Managers to identify prospects and strengthen client relationships.
• Support fundraising efforts through meeting preparation, follow-up, and event coordination.
• Manage CRM data (Salesforce) and oversee pipeline for a defined sales territory.
• Compile data and create presentations on fundraising updates and client feedback.

📋 Requirements

• 0–3 years of experience in financial services or related field.
• Bachelor's degree required.
• Must obtain FINRA Series 7 and Series 63 licenses within 6 months of hire.
• Proficiency in Salesforce and Microsoft Office applications.

✨ Nice to Have

• Relevant field of study and internship experience.
• Existing SIE qualification.
• Familiarity with Preqin, eVestment, or WithIntelligence.