Sales Coordinator

The sales coordinator supports the Relationship Managers and works closely with the product management team. The coordinator will gain broad experience in all aspects of private equity, real estate, and credit strategies and marketing. They will gain exposure to investment professionals focused on the small to mid-cap segment.

Responsibilities

• Update CRM database with key investors and meeting details
• Generate reports based on fund pipelines and strategies
• Provide investors with access to fund data rooms (i.e. Intralinks)
• Coordinate with stakeholders for events and meetings
• Assist in creating marketing materials and conduct market research on funds and investors
• Assist with investor requests across teams.

Desired Experience

• 1-2 years of experience in financial services or expert network
• Knowledge of Salesforce (or other CRM system), Intralinks (or other data room system)
• Proficient with Microsoft Office (Excel, Word, PowerPoint, Outlook)
• Strong attention to detail and high-performing work ethic
• Ability to manage time and work in a fast-paced environment
• Knowledge of European languages is a bonus
• Self-starter and proactive
• Seeking to gain exposure to financial markets and alternatives

Location

London

Apply now

First name Last name Email address Phone number LinkedIn URL Upload CV Upload File No file selected We accept .pdf or .doc max file size 2mb Message

• Yes, I would like to receive occasional updates, industry insights, and invitations to events from Dartmouth Partners.

Whatever your next career move, we're here to guide you through every stage from application, interview, and beyond. Let's find your next exciting opportunity.