We are proud to announce that Burgiss is now part of MSCI. Together we will build transparency, a common language, and innovative solutions for global investors in public and private assets.
With over 30 years of expertise in alternative investments, we offer unrivalled data, analytics, and transparency that enable asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. Our solutions serve 1,000+ clients in more than 30 countries, delivering data that represents over $15 trillion in assets. With offices throughout the Americas, EMEA, and Asia Pacific, we leverage our network and expertise so that we can service our clients by focusing on their varying needs across regions.
About the Role:
This role is highly visible, with involvement in all aspects of an account, including senior level relationship management, product demonstrations, contract negotiation, sales closing, and ongoing relationship management. In this role, individuals will work very closely with Sales Management, Relationship Management, Client Service, Product Management, Legal, and Sales Operations.
Compensation and title will be commensurate with experience.
Scope and Key Responsibilities (Expectations):
• Achieve targeted quarterly and annual new net sales goals
• Develop strategic sales plan for allocated sales territory and/or strong sales pipeline for each allocated country and industry segment
• Lead client engagement, needs assessment, and solution pitches
• High-level contact with clients/prospects and other major industry participants
• Maintain accurate records regarding account visits, client conversations, finalized contracts
• Work seamlessly with other departments (Client service, Research, Product Management, Legal, Billing) to ensure that all client requests and inquiries are managed appropriately
• Proactively solicit client feedback regarding new initiatives and future product development while also providing feedback from clients to internal partners
Specific Knowledge/Skills
• Proven record of successfully building and maintaining new relationships with sophisticated investors.
• Strong experience selling complex investment products and services to new clients
• Thorough understanding of the capital markets in general and private capital in particular; knowledge of and ability to leverage the decision-making process of private capital investors.
• Proven institutional sales closing skills and demonstrable track record in business development
• Time management skills with the ability to handle multiple projects
Desired Experience AND Qualifications:
• Direct sales experience in the asset management, financial services and/or fintech space.
• Strong understanding of financial markets and the investment process
• Strong software skills and overall technical aptitude including comfort with systems for the analysis, reporting, storage and measurement of data.
• Excellence in both individual achievement as well as teamwork with a diverse set of departments
• Strong communication and negotiations skills
• Undergraduate Degree Required; Graduate level and/or a CFA or CAIA would be Advantageous