1+ months

PFSS Capital Introduction Salesperson VP/Director

New York, NY
  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Institutional Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18041672


About Citi:
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citis Mission and Value Propositionexplains what we do and Citi Leadership Standardsexplain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients and the publics trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
Business Overview:
US Capital Introductions is part of the broad Investor Services division and maintains relationships with institutional investors across the globe, with a focus on each investors individual investment objectives and portfolio needs in order to service our Hedge Fund clients capital raising needs. We do so in a number of ways, including:
  • We provide insight and color on key investor trends, market sentiment, asset flows and performance within the alternatives industry
  • We prepare customized business development plans for hedge fund clients, allowing them to approach the investor community intelligently and enhance their ability to raise assets from various institutional investor segments and geographies
  • We arrange 1x1 meetings, customized road shows and broader investor events to service the needs of both hedge fund clients and our institutional investors
  • We provide analysis to clients on how investors evaluate them within their overall peer universe to help guide their own marketing and communications efforts to investors
  • We provide our hedge fund clients valuable feedback from introductions that help to improve or direct their pitch more effectively
Key Responsibilities:
  • Work with hedge fund clients, prospects and institutional investors to meet their individual needs
  • Organize and attend events, meetings and conference calls
  • Meet with Hedge Fund investment teams to hear from the PMs and Traders what they do and how they implement their strategies
  • Collaborate on marketing presentations for key clients and hedge fund prospects
  • Gain a working knowledge of the hedge fund players and the complex strategies they employ
  • Assist in developing our proprietary database of hedge funds and investors
  • Source referrals from investors and work with relevant clients to disseminate them
  • Generate reports and analysis for clients and the CI team
  • Gather, as well as author, market research and analysis for use by the team



  • Bachelors degree
  • At least 5+ years of prior financial services work experience
  • Prior Markets sales experience required


  • Strong interpersonal and relationship building skills
  • Strong interest in financial markets and the people and firms that drive them
  • Exceptional attention to detail, follow up and organizational skills
  • A willingness and ability to work within a strong team of senior individuals


  • Licenses Required: 7 & 63


Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

PFSS Capital Introduction Salesperson VP/Director

New York, NY

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast