Private Equity Associate
insight globalDenver, CO
2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsPersonal Financial AdvisorsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
JOB DESCRIPTION:
Insight Global is seeking a Private Equity Associate to join their client from a remote work environment. In this role you will reach out to, and build close relationships with accredited investors to connect them with exclusive pre-IPO and IPO investment opportunities. You will have access to over 100K accredited households as well as early stage companies on the leading edge of innovation within tech, fintech, biotech and more. Day to day: - Reach out to qualified investors to build relationships and introduce investment opportunities. - Consult with investors on their goals, portfolio, and risk tolerance. - Grow and manage relationships with investors to manage long term success. - Closely Partner with internal teams to deliver seamless experiences for customers.
REQUIRED SKILLS:
AND EXPERIENCE- Series 7 and 63 licenses - Proven experience selling to retail investors - 2+ Years of Wealth management or Private Equity experience - Experience with Cold and Warm outreach to private investors - Ability and willingness to work fully remote - Drive and desire to grow personally, professionally and financially
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JOB OVERVIEW
Experience level
Senior
Location
Denver, CO
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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