Marketing and Sales Careers

As the investment management industry develops, the investment management companies are largely concentrating on professional marketing and sales as a point of separation, particularly on the institutional part of the business.

Conventionally, marketing and sales have become a late addition. Activities related to the marketing and sales work was carried out by investment professionals. However, now the scenario has changed. Investment management firms are forming teams of professionals who work solely for marketing and sales.


In order to succeed in this field, sales and marketing professionals need to be proficient in each and every investment product. So, one has to study the various investment techniques that clients require. The marketing and sales career offers a great opportunity for those who are keen to work in the asset management field but not interested in the investment decision making.

If you want to use sales and marketing career as a way to make a career in investment management then you have to contact the investment professionals and establish yourself in the present job position before switching for another job. You also need to enhance the quantitative skills required for investment job positions.

Marketing or Sales Associates:

Marketing and sales associates position are generally occupied by fresh college graduates. Though these positions are almost similar, they are conventionally categorized by various organizations. Marketing associates are responsible for helping in the development portfolio assessment presentations, and in preparing promotional presentations for prospective clients. They are categorized according to the type of investment product such as fixed income or equity.

Sales associates are responsible for assisting in replying to the request for proposals which are issued by institutions looking to recruit investment managers. Sales associates also work with the senior client servicing professional in order to maintain and develop client relationships. Sales associates are categorized according to the type of clients they serve for public pension funds, foundations, endowments and corporate pension funds.


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