Prime Finance Services Sales – Associate

Join a market-leading Prime Finance team that empowers alternative investors to execute complex strategies r work will drive new mandates, deepen relationships, and shape solutions for some of the firm’s most sophisticated clients.

In this associate role on our Platform Sales team, you will help originate new prime brokerage mandates, expand share of existing client wallets, and cover key alternative investment clients. Day to day, you will collaborate with senior salespeople and product partners, research hedge fund dynamics, prepare and customize pitch materials, and contribute to pricing proposals, forecasting, and pipeline management across the client lifecycle—work that directly impacts growth, client satisfaction, and firmwide revenue outcomes.

• Originate new prime brokerage mandates and deepen share of existing client wallets.
• Cover key alternative investment clients; pitch ideas across varied strategies and structures to complex hedge funds and asset owners.
• Partner with senior sales and product teams to research hedge fund dynamics and identify prospective opportunities.
• Support prospecting and pitch processes, including agenda setting, customizing materials, and managing follow-ups.
• Create pricing proposals and contribute to sales forecasting.
• Manage pipeline across the client lifecycle; conduct client segment analysis and support governance.
• Contribute to developing, project-based work across the platform sales organization.

• Creative problem solver who performs well under pressure.
• Strong understanding of prime finance and prime brokerage product fundamentals.
• Clear, logical thinker with strong qualitative abilities.
• Team player: detail-oriented with a disciplined approach to process and quality control.
• Ability to learn quickly, multi-task, and self-manage priorities.
• Effective communication skills for collaboration with internal partners and client interaction.
• Strong proficiency in Microsoft Excel and PowerPoint.

• Prior experience with hedge funds and alternatives