Avatar for SumZero

Online community for hedge fund, mutual fund, and private equity analysts/PM's

Analyst, Cap Intro

$50k – $75k • No equity
Apply now
SumZero is seeking a recent graduate (up to 2 years of work experience) to fill a newly created position on our Cap Intro product team.

Cap Intro is an internal SumZero platform designed to connect fund managers who are raising capital with institutional investors who are allocating capital. The platform operates as a reverse-solicitation environment with a fast-growing community of emerging managers and institutional LPs (i.e. family offices, endowments, foundations, pension funds).

We are looking to add an Analyst to help the Cap Intro vertical grow by generating new leads, servicing existing relationships, and streamlining practices where applicable. This is an opportunity to join a small, expanding team within SumZero.

Key Responsibilities:

- Create a pipeline of potential leads
- Identify points of contact and reach out to prospects via outbound calls and emails
- Qualify new leads and follow-up on warm leads
- Maintain new client outreach via YAMM and other mail merge functionality
- Develop and streamline processes to more efficiently grow the Cap Intro vertical
- Stay current on industry news/markets

Required Skills & Experience

- Bachelor’s degree and a track record of high personal achievement
- Excellent written and spoken English skills, other languages are a plus
- Positivity and determination. Posses a team player attitude, eager to be part of an ambitious team
- Comfortable pitching a product to financial professionals via telephone
- Attention to detail
- Tenacious follow-up throughout a sales cycle
- Ability to cope with rejection
- Strong interest in finance and fintech

Bonus Points

- Past exposure to GPs/LPs. Working knowledge of their relationship
- Wealth management or other finance experience
- Prior experience with top-of-funnel lead generation
- Prior experience communicating a value proposition

More jobs at SumZero

View all jobs

Senior Marketing Manager

Apply now