Conferences & Industry Events

• Attend industry conferences, networking events, and client meetings.
• Assist with meeting scheduling and event logistics.
• Conduct attendee research and identify relevant prospects prior to events.
• Capture market intelligence and relationship-building opportunities from conferences and meetings.

Reporting & KPIs

• Track commercial metrics and key performance indicators.
• Monitor outreach performance and pipeline activity.
• Identify trends and opportunities to improve sales effectiveness and operational efficiency.

Requirements

What We're Looking For

We're looking for someone who is naturally curious, highly motivated, and excited about building a career in financial sales and private markets.

The ideal candidate enjoys meeting new people, building relationships, and learning how institutional investors make decisions. They are proactive, resourceful, comfortable working in an entrepreneurial environment, and eager to take ownership from day one.

This role is ideal for someone looking to build a long-term career in institutional sales, investor relations and private markets.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong interest in financial markets, private equity, and alternative investments.
• Excellent communication and interpersonal skills.
• Strong attention to detail and organizational abilities.
• Analytical mindset and comfort working with data.
• Ability to manage multiple priorities and work independently.
• Entrepreneurial attitude and willingness to thrive in a fast-paced startup environment.

Preferred Qualifications

• Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services.
• Familiarity with CRM platforms
• Strong Excel, PowerPoint, and data management skills.
• Experience with LinkedIn and professional networking tools.
• Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities.
• Strong desire to pursue a career in financial sales and business development.

FINRA Registration

Candidates should be willing to pursue and maintain FINRA registration as part of their long-term professional development. Tangible Markets will provide sponsorship and support for the required licensing process.

Originally posted on Himalayas