Institutional Sales Analyst-Liquidity
| Company | Royal Bank of Canada |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior, Mid Level |
Requirements
- Bachelor’s degree required – in Finance, Business or related field preferred.
- 0-4 years financial services industry (investment management and/or mutual funds) experience
- FINRA Series 7, & 63 required (or ability to obtain within 6 months)
- Willingness to learn and be a self-starter
- Comfort with going outside ‘comfort zone’
Responsibilities
- Help develop and implement the team’s business development plan, cultivate the assigned territory, and foster new relationships to drive sales.
- Assist the sales team on territory support, maintain up-to-date research on target markets/sectors utilizing industry databases to research and define selling opportunities around specific market segments.
- Work with the RFP Team and Institutional Sales to review draft responses and ensure the RFP/questionnaire is customized to prospects’ needs and work closely with Marketing to leverage the firm’s intellectual capital and present our thought leadership to prospects and clients.
- Develop a successful targeted email communication plan to prospects and analyze the e-distribution data to support a focused selling effort and work with the Institutional Sales team to ensure timely and accurate information on institutional sales prospects is in the firm’s CRM.
- Manage responses to prospect and client inquiries (e.g. quarterly questionnaires, RFI’s, RFPs, sales reports, marketing campaigns, due diligence analysis, etc.) for all strategies.
- Establish regional and market segment specific email distribution lists within the firm’s CRM and manage distribution lists on an ongoing basis and manage e-Distribution strategy to facilitate a targeted and focused selling effort by ensuring all contacts within the CRM are accurate and up-to-date.
- Prepare and coordinate all aspects relating to sales presentations and due diligence visits such as logistics, prep packs, presentation booklets, briefing memos and agendas. Participate in and host prospect meetings/calls, prepare agendas and materials, handle follow-up and document meeting minutes.
- Conduct research projects to develop better insights and understanding of specific market segments and trends and the solutions RBC GAM can provide.
Preferred Qualifications
- Familiarity with financial services industry