Institutional Funding and Investment Sales/Analysis

Responsibilities include:
• Assist in preparing rate sheets, client decks, and deposit summaries
• Conduct market research and identify institutional funding opportunities
• Support outbound calling, email outreach, and follow-up communication
• Participate in calls and meetings with CFOs, Treasurers, and banking executives
• Help structure CD ladders, proposals, and funding allocations
• Maintain CRM records, track leads, and report on outreach progress

Skills required for position:

• Business, Finance, Economics, Accounting, or Marketing major
• Strong Excel skills and analytical mindset
• Comfortable speaking on the phone and learning sales techniques
• Professional communication and attention to detail
• Self-motivated, goal-oriented, and eager to develop real-world skills