Business Development (Sales) Internship

The purpose of this position is to provide sales and analytical support to CEO. The Investment Sales Intern supports the growth of Aris Investing by drafting, reviewing, and finalizing sales presentations for external use, performing investment analysis, providing market research, and acting to coordinate internal and external resources during sales engagements.

Selected intern's day-to-day responsibilities include:

1. Provides frontline on-demand sales team member support. Identifies and prioritizes critical requests and needs. Partners with senior team members (Sales Management, Regional Directors, Associate Regional Directors) as a resource to enhance client interactions via presentation creation, investment analysis, meeting and logistic support, and territory-level CRM database cleanup and maintenance.
2. Portfolio performance data collection, asset allocation, fund and solution pricing support, and other investment solution-related tasks as required.
3. Creation of client and prospect-specific output using provided sales tools with particular attention to deadlines and detail. Researching meeting attendees, open opportunities, meeting notes, and other general meeting preparation.
4. Coordination of compliance approval process for all relevant deliverables, ownership of quarterly and monthly reporting items, and delivery of requests for client onboarding support.

Skills and experiences:

1. B.A. degree in Finance, Accounting, Economics, or related field
2. Demonstrated client relationship ability
3. Credible and confident with the ability to communicate with stakeholders
4. Ability to execution on time, under pressure, and with quality on different projects simultaneously

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