Investment Sales Associate

Location

Southlake, TX | United States

Job description

About This Position:

This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors.

• Reports directly to the Client Relations Manager
• Serves as the key point of contact for existing investors; r esponsible for investor relations activities by nurturing existing relationships
• Works closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategies
• Services investors with a high level of integrity, build rapport, obtain referrals, and maintain a positive company image
• Utilizes Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activity
• May travel 2-3x/month to visit investments and attend investor events, occasionally out of state
• Note: The duties of this position do not involve cold calling

Position Requirements:

• Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject
• 3+ years of applicable work experience with progressively increased responsibilities in business development or relationship management
• Have showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationships
• Strong working knowledge of finance and private equity
• Proficient in Word, Excel, Outlook, Adobe, and Google Sheets
• Self-motivated, high energy, goal-oriented
• Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
• Active securities licenses, such as SIE, Series 82, and Series 63
• Notable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity Investors
• Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions

Preferred Qualifications:

• Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
• Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
• Ability to multitask and prioritize deadlines across several projects with different managers
• Self-starter; able to identify "what's next" and make meaningful progress with little oversight or structure
• Familiarity with JuniperSquare or similar CRM tool, such as Salesforce

Our Benefits

To help you stay energized and engaged, Trinity Investors offers a variety of benefits, including medical, dental, vision, life insurance, work-life services for locating childcare and adult care providers, legal services, 401(k) with matching, lifestyle coaching, profit sharing, PTO, tuition assistance, Class A office space, complimentary snack and drinks, paid volunteering time, and more.

About Trinity Investors

Trinity Investors is a Southlake, Texas-based private equity firm with a portfolio of private company and commercial real estate investments. Founded in 2006 by experienced entrepreneurs, Trinity has raised and invested over $2.0 billion into over 200 commercial real estate projects and 20 private company transactions with an aggregate value of over $6.0 billion.

We're dedicated to creating an environment where employees feel welcomed, valued, and supported with networks and development opportunities to help them thrive. For additional information on Trinity Investors, please visit

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