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Investment Portfolio Manager

Job in Town of Sharon, Schoharie County, New York, USA
Listing for: Traffit
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR

Job Description & How to Apply Below

Location: Town of Sharon

Location:
Central Region/Sharon |

Employment Type:

Full-time (combination of office and field work)

We are looking for an Investment Portfolio Manager for a leading investment firm specializing in global real estate and alternative investments. The company works with private investors, institutional investors, and investment firms, and has raised over $2 billion over the years, with investments in more than 300 transactions and 28 funds in collaboration with top-tier international partners.

If you’ve reached a point in your career where “regular” sales no longer challenge you—it’s probably time to move on to the next level.

We’re looking for an experienced sales professional who feels ready for the next challenge—moving beyond “standard” deals to work with high-caliber investors, lead complex investment processes, and build long-term relationships in the world of capital.

This role is for people who love high-level sales—the kind that combines financial acumen, the ability to build deep trust, and the ability to guide clients toward making meaningful decisions over the long term.

Job Description
  • Leading capital-raising processes from private and strategic investors
  • Building a high-quality investor portfolio and managing long-term relationships
  • Guiding investors through complex investment decisions
  • Managing end-to-end sales processes—from prospecting to closing the deal
  • Working with high-net-worth individuals, CEOs, and senior executives
Areas of Responsibility
  • Identifying and recruiting investors (Hunting):
    Creating new opportunities and proactively reaching out
  • Managing complex sales:
    Conducting negotiations and presenting investment opportunities in a professional, clear, and confident manner
  • Building Trust:
    Forging deep, long-term relationships with investors
  • Managing Long-Term Processes:
    Perseverance, resilience, and the ability to drive processes through to closing
  • Ongoing Business Development:
    Increasing investor activity (upselling/cross-selling)
What You Can Expect
  • Working with top-tier investors on significant deals
  • A professional, independent, and trust-based work environment
  • A role with real influence on investment processes and financial decisions
  • Exposure to the world of alternative investments and global real estate
  • Very high, performance-based earning potential
  • An opportunity to build a high-quality investor portfolio over time
Requirements
  • 10–15 years of experience in complex sales, business development, or senior management
  • Experience working with senior executives, CEOs, and strategic clients
  • Experience in capital markets, investments, or real estate is a plus; outstanding sales professionals from other fields seeking their next challenge are also encouraged to apply.
  • Native-level Hebrew, good command of English
Who Is Suited for This Role
  • Individuals with a strong drive for business success and closing deals
  • Those who enjoy complex sales processes rather than just “quick closes”
  • Mentally resilient individuals capable of persevering even in lengthy processes
  • People who know how to build trust and establish strong rapport with clients
  • A combination of analytical thinking and high emotional intelligence
  • Reliability, integrity, and high professional standards
Referral

We are always searching for new talents and welcome your recommendations.

For a successful hire for this position, you will receive a 500 USD Gross bonus.

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