Investment Sales Analyst - Southlake

Only for registered members Southlake, United States

1 month ago

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Job Summary

The Investment Sales Analyst plays a key role in supporting Trinity's investment sales team and strengthening relationships with investors. The position focuses on providing exceptional service to investors, prospects, and internal stakeholders while contributing to the firm's overall growth and client experience initiatives.
  • Serve as a key point of contact for existing investors, nurturing relationships through consistent communication and service excellence
  • Support business growth initiatives by helping execute investor engagement and retention strategies
  • Provide high-integrity investor service, build rapport, obtain referrals, and maintain a positive and professional company image
  • Draft and prepare presentations for prospective client meetings and conferences that highlight the firm's platform and current investment opportunities.

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