Sales Associate – Private Equity

Website Capstone LLC

Job Description: Our winning candidate should be driven, possess an entrepreneurial spirit, and interested in both finance and policy aspects of Capstone’s work. Candidates also should have confident and outgoing personality and be prepared to work in an intellectually-challenging environment.


Primary responsibilities:

·         Identify and cultivate new business opportunities through calling efforts, email campaigns, and referrals.

·         Manage prospects throughout the sales cycle, record progress in CRM, and accurately allocate marketing resources.

·         Develop and strengthen relationships with key clients and influencers.

·         Schedule meetings for presentations to drive new business.

·         Develop key strategies related to marketing Capstone and gain a wealth of knowledge regarding sophisticated investment strategies.

·         Articulate the Capstone message and drive brand awareness.

·         Professionally represent firm to build relationships with our existing client base.

·         Influence and build relationships with analysts.


Desired Skills and Competencies:

·         A networker, business-driver, initiator and good at searching out new business opportunities.

·         Thoughtfully create positive customer experience by delivering information and helping to resolve issues.

·         Demonstrate persuasive written and oral communication skills.

·         Ability to work in complex and changing environment. Be able to manage processes, people, and clients effectively to meet deadlines.

·         Excellent research skills.

·         Interest in public policy.

·         Exhibit strong and confident interpersonal skills.

·         Displays strong character, professionalism, and integrity.

·         Results oriented. Able to drive business to support firm’s vision and goals.


Education and Experience Requirements:

·         Four-year degree required.

·         High academic achievement.

·        1-3 years sales experience (internship or full-time)

·         Must be a U.S. citizen or permanent resident.

Capstone, LLC is an Equal Opportunity Employer and does not discriminate based on gender, race or ethnic origin, sexual orientation, religion, age, disability, or national origin.

To apply for this job email your details to