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Sales Internship - CPG

Maintain and enhance the CRM database to support fundraising efforts for Private Credit Funds.
Dallas
Internship
1 week ago
Crestline Investors

Crestline Investors

Crestline Investors specializes in alternative investment management and financial services.

1 Similar Job at Crestline Investors

✨ About The Role

- The Sales Intern will support marketing and sales professionals in raising institutional capital for Crestline's Private Credit Funds. - Responsibilities include maintaining and updating the CRM database to ensure accurate information. - The intern will track opportunities to provide accurate projections for fundraising amounts and targets. - Conducting research on asset allocation studies and public board meeting notes to understand investors and potential clients is required. - The role involves providing updated competitor analysis and research on new product offerings to the Sales Team.

⚡ Requirements

- The ideal candidate is pursuing a bachelor's degree in business or a related field. - An aspiring sales professional with a keen interest in Private Credit front office roles would thrive in this position. - Proficiency in MS Office, particularly advanced skills in Excel, Word, and PowerPoint, is essential. - The candidate should possess strong multitasking abilities and prioritize effectively in a dynamic environment. - Exceptional organizational, time management, and planning skills are crucial for success in this role.
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Sales Internship - CPG
Dallas
Sales
About Crestline Investors
Crestline Investors specializes in alternative investment management and financial services.