Work with potential and existing hedge fund and asset management firms supporting the pre-sales / solutions team throughout the sales process, with a focus on front-to-back investment management solutions.
Document meeting minutes, crafting detailed action items and seeing them through to completion.
Build and maintain a comprehensive understanding of buy-side applications through supporting the team’s product demonstrations, technical explanations, and documentation.
Establish domain expertise and credibility with buy-side customers and partners.
Assist the Sales Team in the completion of Requests for Proposals (RFP), and Requests for Information (RFI).
Work as part of the senior business solutions team to deliver Proofs of Concept (POC) tailored to meet customer's functional and technical requirements.
Stay current on industry trends, providing relevant feedback to the Sales Team and Product Management.
Be the pre-sales point person on opportunities, identifying and organizing additional resources required as part of the sales process.

3–5 years of experience with Portfolio Management, Order Management and/or Risk Management solutions.
Strong background in Derivatives, Valuations, and/or Risk Management with a focus on Derivatives, Fixed Income, Rates, Structured Products, and other OTC asset classes.
Capacity to work in a dynamic, fast-paced, and deadline-driven environment.
Excellent oral and written communication, presentation, and interpersonal skills.
BS/BA required (business concentration preferred).
Strong technical foundation; ability to use CRM, Excel, PowerPoint, and related applications to handle data, report results, and present to both internal and external executive management.
Willingness to travel to clients and prospects.
Self-motivated to learn, taking initiative to seek answers.

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

Sales Support Specialist

Key skills