Job Opportunity
Support Team Lead
Confidential | Chicago, IL
Job Summary
$10B AUM hedge fund. Serve as a key point of contact to the firm’s investor base. Assist with ensuring the quality and integrity of data in the CRM system. Produce reports for management that reflect sales metrics. Bachelor’s degree in finance, marketing or related field. 7+ years of experience, including 2+ years of management or team lead experience.
Details
A prestige $10B AUM hedge fund that specializes in private equity, lending, and hedging is looking to fill a Support Team Lead in Chicago, IL. The ideal candidate will have 6 or more years of experience including 2 years of management or team lead experience, financial services experience, and in depth knowledge of CRM systems and sales reporting in relation to financial services company.
This team is a group of smart talented individuals and a team that fosters growth. The Company prides themselves in their ability to promote within and providing opportunities to enhance your career.
Support Team Lead Job Responsibilities include:
- Serve as a key point of contact to the firm’s investor base.
- Assist with ensuring the quality and integrity of data in the CRM system.
- Produce reports for management that reflect sales metrics, such as: CRM/call reporting and other activity metrics.
- Assist with the implementation of standard operating processes throughout the sales cycle.
- Oversee the preparation of research-based memorandums for business development meetings and events; work with key stakeholders on process improvements.
Qualifications:
- Bachelor’s degree in Finance, Marketing or related field.
- 7+ years of experience, including at least 2 years of management or team lead experience. Experience in financial services is highly preferred.
- In depth knowledge of the financial services industry, especially related to CRM systems and sales reporting.
- Excellent written and verbal communications skills with the ability to clearly present key issues and recommended actions.
- Strong analytical thinking capabilities and creative problem-solving skills.
- A self-starter who is consistently proactive, uses time efficiently and acts with a high degree of personal accountability.
- Ability to multi-task and prioritize multiple assignments; ability to manage changing demands in fast-paced environment.
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- Min Education: BA/BS
- Min Experience: 7 years
