Financial Sales - Client Development Associate
Preqin Inc - Redwood City, CA

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About Preqin:

Preqin is a leading international data and intelligence provider working exclusively in the alternative assets’ space. Covering private equity, venture capital, hedge funds, private real estate and private infrastructure, Preqin is a highly successful and dynamic firm with research and Sales operations in New York, London and Singapore.

The Role:
An exciting opportunity has arisen to join our small team and be influential in the growth of our West Coast business. In support of our experienced sales team, the Lead Development Analyst will identify and contact potential new clients, helping to arrange walkthroughs and meetings for senior members of the sales team. The lead development role is as a training role that will develop into a fully fledged sales position within the Preqin client services team. It is likely that the successful candidate will hold the position of lead development analyst for around nine months before graduating. During this time, full training on all aspects of alternatives will be provided, including many opportunities to interact and meet with new clients.

The potential rewards available within the Preqin client services team are extremely competitive, both in terms of financial reward and career progression. The role also provides the opportunity to form relationships with senior executives at leading financial institutions, earn financial qualifications such as the CFA and to develop in-depth knowledge of the Alternative Assets industry.

In addition to being a high achieving candidate with an active and avid interest in finance and a passionate desire to succeed in sales, these traits will help make you a strong candidate for the role:

  • A GPA of 3.0 or higher
  • A strong work ethic
  • Superior written and verbal communication skills
  • A positive and tenacious attitude
  • Highly organized and enthusiastic team player
  • Self-motivated and flexible
  • Strong sales aptitude, networking and client development abilities

This role would suit a graduate with some sales exposure looking to start a new and exciting career. However, sales experience is not essential, and high achieving graduates who can demonstrate an aptitude for selling will be considered.


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