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Assistant Vice President Sales

Salary
Competitive
Employment
Full Time
Work Place
Office
Real Estate Field
Location
Bethesda
 MD
Postal Code
20817
Country
United States

This job is no longer active.

Description


The Investment Banking/Capital Markets AVP will be a Bethesda, MD-based position working directly with the firm’s partners and senior investment banking team. They will be responsible for business development and overseeing and maintaining new business relationships for all offerings within a defined geographic territory.

RESPONSIBILITIES

Typical duties include, but are not limited to:

• Create and maintain information on targeted prospects and new business opportunities with an organized plan for phone and in-person contact; focusing in areas where the Company does not currently have existing relationships
• Hold regular calls and meetings to present offerings to prospects and investors
• Proactively seek out, uncover, and provide executives with current market information regarding prospect, clients, consultants, and competitors that improves the Company’s competitive position.
• Give new business presentations and client review presentations either alone or in conjunction with senior management.
• Represent the Company in a variety of capacities designed to raise the identity and attractiveness of the Company and its products through industry events and prospect/client sponsored events.
• Evaluate current marketing and client service materials; making ongoing contributions based on new information from outside sources, including clients, consultants, and competitors.
• Communicate proactively on all marketing and sales activities; including, but not limited to, the Fundraising and team phone calls with external fund managers.
• Attend relevant industry conferences to understand current trends and substance within the industry, as well as to network with prospects, clients, and consultants.
• Document in Act! within 72 hours of any client/prospect/consultant meeting. Ensure post-meeting follow-up items are timely and accurately completed.
• Assist in the development and preparation of presentations and marketing materials for investors such as pitch books, executive summaries, investor reports, etc.
• Performs other duties as assigned.

CANDIDATE QUALIFICATIONS & EXPERIENCE
• Strong academic background with a bachelor’s degree required in a relevant field of study preferred (business, finance, real estate, or accounting).
• 1-3 years of experience in the institutional investment industry in a direct capital raising role, including demonstrated experience in making client presentations and securing new business. Additional experience in a supporting role will be highly regarded as well.
• A proven track record of raising capital or relevant sales - preferably real estate related
• Excellent presentation skills with the demonstrated confidence and competence to articulate the Company’s and client’s philosophies, processes, and products; as well as a wide range of technical information, as required by investors and consultants.
• A personal track record of operating effectively as part of a new business development team; understanding how a team effort can add value to the long-term growth of the business.
• Highly driven and self-motivated – striking a balance between working collaboratively across the organization, with a great deal of autonomy in the assigned territory.
• An ownership mindset that extends to every facet of the business – accepting accountability for personal actions, decisions, and specific performance.
• A willingness to communicate transparently across the organization, both verbal and written, in a clear and insightful manner.
• A natural aptitude for sales, along with the strategic skills to effectively manage the process.
• Exceptional relationship skills with a proven ability to establish rapport with a wide range of individuals, internally and externally.

ABOUT US

Meridian Investments, Inc., founded in 1981, is a boutique investment bank focused on financing ESG/SRI projects, including affordable housing and renewable energy projects within the United States. Since 1986, Meridian has arranged more than $26 billion debt and equity capital to finance affordable housing and renewable energy projects in the United States.

Job Type: Full-time

Pay: Base salary $100,000.00 - $125,000.00 per year plus bonus

Benefits:

• Employer paid health insurance
• Paid time off
• 401(k)

Schedule:
• Monday to Friday

Education:
• Bachelor's (Required)

Experience:
• Capital Raising or Relevant Sales: 1-3 years (Preferred)

Work Location:
• Bethesda, MD
 
 
 

Experience


1+ to 2 years


This job is no longer active.

Finance / Investment Industrial Bethesda Full Time MD Brokerage / Sales, Finance, Investment Banking Assistant Vice President Sales other