Sales Associate, CF Private Equity Business Development Group

Sales Associate, CF Private Equity Business Development GroupCF Private Equity, the private markets arm of Commonfund, has invested over $23 billion since our founding in 1988. With a dedicated staff of over 60 and offices in the US, Europe and Asia, we believe we partner with the world's leading investment managers to offer a suite of investment programs across private equity, venture capital, real assets and sustainability, including secondary and co-investment solutions.The Sales Associate will be a key member of the Business Development Group providing support to the firm's Private Capital sales professionals. The Associate will be involved in all facets of the sales process including supporting senior sales professionals by assisting with the identification of business prospects, setting up initial meetings, advancing opportunities, and helping to close business. The Associate will assist the team by searching industry media and publications reports; developing marketing projects; among other responsibilities. The Associate will support the sales activities to prospects which include, endowments, foundations, family offices, RIAs, insurance companies, and defined benefit plans.This role focuses on institutional organizations throughout North America and Canada with most of the contact taking place via telephone, online meetings, and local/on-site meetings. This Associate will act as the primary liaison between the sales/service team and clients/prospects. Possessing a solid understanding of a professional investment environment, the successful candidate must be task and detail-oriented with strong interpersonal skills.Primary Responsibilities:Support sales efforts converting qualified prospects:Coordinate internal meeting resources (i.e., investment teams) with clients/ prospectsConduct comprehensive pre-meeting researchCompile and produce meeting materials/research/pitchbooksCoordinate follow-up requests and action items from client and prospect meetingsEnsure communications and materials adhere to compliance policies and proceduresSupport organization and enterprise initiatives related to sales and marketing functions:Network at industry conferences and CF sponsored eventsAssist in the preparation and execution of territory sales plansRespond to ad-hoc requests and projects as neededSupport prospect identification, lead qualification and opportunity development:Research prospect institutions with focus on investment staff, and other decision makersGenerate/qualify leads through phone/email outreach; establish "know your client" info;Required Background:Four-year degree is required1-3 years of prior experience in financial marketing or sales support-oriented roleSeries 7 and 63 licenses required within 90 daysMust be a self-starter and demonstrate a passion for salesStrong understanding of financial marketplace; entrepreneurial, detailed, and highly motivatedExcellent organizational, phone, writing and verbal communication skillsStrong interpersonal skills and ability to communicate effectively with clients and prospectsProficient use of Microsoft Word, Excel, and PowerPointExperience and proficiency with Salesforce preferred