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Sales Associate, Investment Strategy Research

London, UK

Full Time, hybrid

About the Company

A very well established investment research firm. Broad range of multi asset and macro products.

About the Role

Proactively representing the business to existing and potential clients

Qualifying and generating new sales opportunities for the sales team across Bloomberg, LinkedIn, email, phone calls etc

Building lists of ideal customers/target firms for the sales team

Qualifying inbound sales leads for the sales team

Supporting the sales team with appointment scheduling, CRM administration, data requests and other administrative/support tasks

Arranging appointments with clients and the sales team


  • 6 months to 2 years client facing experience (financial services preferred but not essential)

  • Hiring for qualities: hard-work, resilience, eagerness to learn and improve, communication, ambition etc

  • Interest in economics/politics/financial markets preferred but not essential

  • Some experience with Bloomberg, excel, Microsoft dynamics useful, but again not essential

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