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Capital Introduction Director Jobs

Company

BTIG

Address California, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-07-20
Posted at 11 months ago
Job Description
Job Purpose
BTIG seeks a highly organized individual who will support the Capital Introduction Team through reporting, documentation, event coordinating and prospect maintenance across various fund types and strategies. Candidate will be working in a fast-paced environment who will have exposure to C level executives. Looking for a confident, multi-tasker with a “can do” attitude.
Duties & Responsibilities
  • Update internal Salesforce CRM for client and allocator data
  • Prepare overview materials on individual hedge fund and investor firms
  • Assist in planning and execution of a range of client conferences and events
  • Operate in a fast-paced, client-centric environment
  • Heavy phone and e-mail interaction with hedge fund clients, allocators, and internal contacts
  • Analyze data on the hedge fund industry and summarize key trends and themes by creating content that is distributed to global client base
Requirements & Qualifications
  • Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint)
  • Industry licenses – SIE, Series 63 and Series 7 will be required to be obtained in the first 90 days.
  • Ability to multi-task, prioritize competing responsibilities, manage deadlines, and stay organized, while conducting oneself with a strong sense of personal accountability
  • Exceptional interpersonal skills
  • Excellent written and verbal communication skills
  • Technical skills:
  • Team player who collaborates effectively with colleagues
  • Self-starter with excellent attention to detail and exemplary problem-solving abilities
  • Familiarity with Salesforce.com or comparable CRM is a plus
  • Detail oriented and highly organized
  • Bachelor’s Degree with 10 years + of professional and relevant work experience
Compensation
  • The current base salary range for this role is $175,000 - $250,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.
  • BTIG offers competitive compensation and is required by law to include an estimate of the salary range for each role. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
Important Notes
  • No phone calls please, the applicant will be contacted within two weeks if successful
  • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
About BTIG
BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. https://www.btig.com/Disclosures.aspx
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.
Disclaimer: https://www.btig.com/disclaimer.aspx