Product and Sales Associate

 

This role sits within the Product and Sales Team and will play an integral role in supporting the offshore fundraising efforts of Compass’ asset management business. The team is responsible for four core areas: Sales Support, Product Development, Market Intelligence and Responsible Investments. This will be a hands-on experience in a highly collaborative and outcomes-oriented environment, where you will have broad exposure to the business and the ability to leverage soft and hard skills. You will engage with senior management and liaise with various business areas to coordinate and execute on key sales, marketing and operational initiatives, which will consequently contribute to the successful execution of the Firm’s strategic priorities. 

 

Essential duties and responsibilities:

The responsibilities include, but are not limited to:

 

̶       Responsible for client contractual and ad-hoc requirements, which includes on-going communication with portfolio managers, strategists, and relationship managers

̶       Develop marketing materials for ongoing deliverables, portfolio reviews, ad-hoc meetings, new products, investment writing and thought pieces, etc.

̶       Build and maintain team collaboration

̶       Complete due diligence questionnaires (DDQ) and requests for proposals (RFP)

̶       Implement a process-driven approach toward pipeline development and management; identify sales prospects, build and maintain an institutional investor pipeline with a bias to the U.S. and Canada. 

̶       Support ‘best-in-class’ client experience for global client business and coordinate with various teams and regional offices to ensure consistency and quality over the material and brand positioning across Compass’ suite of products

 

̶       Knowledge and/or interest in financial markets and investment solutions, with a strong sustainability-minded focus

̶       BA/BS with a preference in Finance, Business Administration, Economics, or Engineering, and evidence of broad skill set

̶       ESG and sustainability experience/education background and interests are highly desirable

̶       Excellent writing and communication skills

̶       Fluency in Spanish and English is required. Commitment to gain fluency in Portuguese is desired.

̶       Advanced proficiency in Microsoft Office tools, particularly Excel, PowerPoint, and SharePoint. Knowledge in Salesforce is recommended

̶       Experience in financial services industry preferred, and desire to learn about the markets, responsible investing is a plus

̶       Ability to work effectively, independently, and collaboratively in a high-performance team environment – adaptable, reliable, proactive with a strong can-do attitude and delivery focus

̶       Exceptional written and verbal communication and interpersonal skills, including ability to coordinate across multiple functions and stakeholders including compliance, marketing, operations, investment teams, and other content generating teams across the firm

̶       Strong project management, organizational, and problem-solving skills; ability and/or willingness to frame, structure, and execute projects and open-ended concepts

̶       Analytical skills with an ability to understand and translate complex/quantitative concepts into client communications

̶       Ability to prioritize assignments without compromising high quality work in a demanding, fast-paced environment

̶       Results-oriented with strong attention to detail

̶       Strong work ethic and comfort in working autonomously and across various teams and different levels of seniority

̶       Sound and unbiased judgment, professionalism, and discretion

̶       High level of self-motivation with strong integrity and ethics