Leads institutional client relationships, asset growth, retention, diligence, implementation, portfolio reviews, and investment communications for derivatives and options overlay strategies. Serves as a subject matter expert for clients, consultants, and platform partners; analyzes performance, attribution, exposures, and trade activity; supports RFPs and launches; and improves client reporting and workflows. The role may later mentor junior strategists and manage analysts.

Internship program for quantitative master’s students supporting institutional wealth sales and relationship management. Responsibilities include understanding financial markets, communicating investment solutions, developing marketing strategies, cultivating distributor relationships, synthesizing data, coordinating stakeholders, and supporting technology-enabled decision-making. Interns gain exposure to investment trends, client insights, firm offerings, campaigns, and professional development opportunities.

Drive new subscription sales and expand existing Preqin accounts across a Midwest territory. Manage full sales cycle, build pipelines, deliver demos and proposals, negotiate deals, and support renewals to achieve quota and revenue growth.