Institutional Sales Account Executive

Posted 3 days ago

pcs research groupNew York (NY)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

PCS Research Group is seeking an Account Executive to interact with portfolio managers and analysts at top hedge funds and institutional asset managers.

Primary responsibilities include: Scheduling in-person meetings with top investment managers in U.S., European, and Asian financial centers. Analyzing investment styles and portfolio holdings of prospective clients to determine the investment research service best suited for each prospective client Maintaining correspondence with prospective clients to advance the sales process Collaborating with colleagues to develop and execute sales strategies across various digital and traditional marketing channels Tracking team revenue, projected revenue and the sales pipeline on a daily basisA commitment to advancing one’s knowledge of financial markets and investments in order to prepare for advancement within the organization

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.