Investment & Advisory Marketing Intern

Responsibilities:

• Be responsible for building and maintaining relationships with prospective investors 
• Originate, execute and manage the marketing process of all listings to deliver exceptional execution results
  
• Have direct involvement during sales process
  
• Develop in depth understanding of market dynamics, values, and trends
• Develop business relationships with potential investors, presenting PPMs to them.
  
• Gathering required documents from investors to close each transaction on time. 
  
• New business development through a variety of marketing tactics. 
  
• Understanding urgency and priority with a focus on short deadlines. 
  
• Responsible for outbound sales calls. 
  
• Responsible for entering and maintaining leads in the system. 
  
• Work with Executives on projects and presentations. 
  
• Create, prepare, and maintain sales reports and other projects assigned by management.

Requirements:

• Proven ability to sell complex concepts or ideas. 
• Excellent communication, negotiating, and closing skills. 
• Previous experience in sales, preferably in financial institutions
• Strong motivation and eager to learn
• Strong interpersonal and communication skills
  
• Be able to work collaboratively and independently
  
• Must be proficient in Microsoft Office, Excel, and Outlook