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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving new business and closing sales within the investment research industry, with a strong focus on engaging high-profile clients and maintaining performance metrics. Proven ability to collaborate across teams and contribute to revenue growth in a fast-paced, entrepreneurial environment.
Highest-signal resume keywords
2+ Years Closing ExperienceSalesforce ProficiencyInvestment Research KnowledgeProven Track Record of Hitting QuotasStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Problem-Solving MindsetCreative ThinkingCuriosityAbility to Work IndependentlyCollaboration Skills
Industry Keywords
Buy-Side FirmsHedge FundsAsset ManagersClient FeedbackSales EfficiencyRevenue GrowthMarket Presence
About the role
Key responsibilities & impact- Drive new business by hunting, qualifying, and closing net-new opportunities
- Engage senior- and executive-level buy-side contacts who influence decisions and interact with evaluation teams
- Maintain account records in Salesforce to measure performance and identify efficiency opportunities
- Collaborate with marketing and sales to relay client feedback for product improvement, sales efficiency, and sales strategies
- Become a product expert in Daloopa and the investment research industry
- Contribute directly to revenue growth and market presence
Requirements
What you’ll need- 2+ years in a closing role with institutional investor financial institutions, including buy-side firms such as hedge funds and asset managers
- Ability to identify participants in the buying process
- Ability to solve complex problems and sell on value
- Strong communication skills
- Curious, problem-solving mindset
- Ability to manage high-profile fund managers and analysts
- Creative thinking
- Ability to work independently and collaborate across teams
- Desire to work in a fast-paced, high-growth, entrepreneurial start-up environment
- Proven track record of hitting quotas
- Knowledge of the investment research space
Benefits
Comp & perks- Competitive pay + performance incentives
- Equity in a fast-growing FinTech
- Hybrid work schedule (3 days in-office from our London based We-Work)
- Career growth and mentorship opportunities
- A vibrant, collaborative culture
- Full benefits package
- £85,000 commission
- Accelerators
- Equity
- Benefits
- Exposure to cutting-edge AI technology in the investment space
