A

AQR Capital Management

Manages investments with quantitative models

Internal Sales Representative - U.S. Wealth Analyst

Account ExecutiveConfirmed live in the last 24 hours
Full-timeGreenwich, CT, USAIn-person

About the Job

Requirements

  • A Bachelor’s degree with a concentration in Economics, Marketing, Finance, or Business.
  • Zero to two years of relevant post-undergraduate experience at an investment management or asset management firm.
  • Proficiency in PowerPoint and Excel.
  • Strong sales and relationship-management capability.
  • Knowledge of finance and the investment management industry.
  • Strong analytical and problem-solving skills.
  • Strong oral and written communication skills.
  • Ability to work independently and collaboratively.
  • FINRA Series 7 and 63 licenses are desired but not required.

Responsibilities

  • Provide external sales representatives with sales and administrative support, including scheduling meetings, preparing analytics, presentations, client and prospect materials, and updating customer relationship management databases.
  • Provide inbound and outbound client support, including servicing clients, quantifying prospects, and sending follow-up information.
  • Drive sales through proactive solicitation via email and phone to supplement external sales activities.
  • Use databases and sales reports to assist senior relationship managers in managing their territories.
  • Work with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
  • Develop product and asset-class knowledge and demonstrate interest in the industry.
  • Participate in projects and initiatives to improve overall team functionality and efficiency.

Desired Qualifications

  • Experience in an internal sales role with a track record of success in driving sales.
  • FINRA Series 7 and 63 licenses.
  • Knowledge of finance and the investment management industry.

About the Company

AQR Capital Management

Manages investments with quantitative models

AQR Capital Management manages investments for pension plans, endowments, financial advisers and individuals, using systematic models grounded in economics and market data. Its portfolios span traditional stock investments and alternatives designed to earn returns from trading patterns, price gaps and other sources beyond a market index. Research guides portfolio construction, risk controls and trade execution. Clients access its strategies through private funds, separately managed accounts and mutual funds, while the firm earns asset-based advisory fees and performance fees on some investment funds. AQR was founded in 1998 and is headquartered in Greenwich, Connecticut.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Greenwich, CT
Founded
1998

Recently Posted Jobs

Explore more opportunities at AQR Capital Management

See more jobs