Job Description
Insight Global is seeking a Private Equity Associate to join their client from a remote work environment. In this role you will reach out to, and build close relationships with accredited investors to connect them with exclusive pre-IPO and IPO investment opportunities. You will have access to over 100K accredited households as well as early stage companies on the leading edge of innovation within tech, fintech, biotech and more.
Day to day:
Reach out to qualified investors to build relationships and introduce investment opportunities.
Consult with investors on their goals, portfolio, and risk tolerance.
Grow and manage relationships with investors to manage long term success.
Closely Partner with internal teams to deliver seamless experiences for customers.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
Skills and Requirements
Series 7 and 63 licenses
2+ Years of Proven experience selling to retail investors
Experience with Cold and Warm outreach to private investors
Ability and willingness to work fully remote
Drive and desire to grow personally, professionally and financially
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