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AAA Rated Industrials   (5 year) - 5.22
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AMY $0.04   Oct 17
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ZIONS DIRECT - Bonds for Less
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VP - Sales Executive (Fund of Fund), Philadelphia, PA
VP - Sales Executive (Fund of Fund)
Location:   Philadelphia, PA  
Compensation:   salary plus bonus  
Position Type:   Employee  
Employment type:   Full time  
Updated:   06 Oct 2008  
eFC Ref no:   358626  
 


Our firm is a provider of diversified investment solutions modeled after the proven, successful strategies of the world's largest endowments. We believe in proactive investment management - an approach that seeks out the best alternative investment opportunities.

We are looking for 2 people. One person will target endowments, foundations, AND/OR family offices/ultra high net worth individuals in order to raise capital for fund of funds. We need someone who knows how to market to the endowments/foundations/family offices to help grow our firm. The other person will target investors based in Latin America and/or South America.

Both people will serve existing clients over the phone, set up marketing meetings and conference calls for discussions with our PM. You will be setting up marketing one-on-ones in client offices. This person will report to and work very closely with the founder and CEO of the company.

-One candidate must have relationships with endowments, foundations, family offices or ultra high net worth individuals in the US -The other candidate will have relationships with investors in Latin America and/or South America

Both candidates should have: -Strong knowledge of financial markets and portfolio theory -Identify new client prospects, set up and manage meetings -At least 7-10 years of marketing communications experience within the asset management industry -Significant travel (15-25%) -Excellent writing skills with attention to detail -Understanding of investments from a statistical, performance, and investment strategy standpoint. -Basic understanding of hedge funds and real assets -BA/BS with superior academic skills, MBA, CFA pluses.

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