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Posted 10 hours ago
Sales Development Representative
ArcanaSales Development Representative
Requirements
2+ years client-facing experience in financial services or enterprise SaaS, Exposure to institutional clients, Knowledge of portfolio analytics and investment concepts, Strong communication skills, CRM experience
Skills
SaaSCRM
About the role
About the Company
Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on.
Responsibilities
- Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists
- Engage prospective clients through personalized outreach via email, LinkedIn, and calls to qualify interest
- Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings
Requirements
- 2+ years of experience in a client-facing role within financial services or enterprise SaaS
- Direct exposure to institutional clients such as hedge funds, asset managers, or allocators
- Familiarity with portfolio analytics, investment concepts, and institutional workflows
- Excellent written and verbal communication skills
- Self-starter mindset with strong organization and attention to detail
- Experience with CRM tools like Salesforce or HubSpot
Preferred Qualifications
- Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
- CFA, FRM, or MBA
- Experience with Bloomberg, FactSet, or portfolio analytics platforms
- Familiarity with equity risk models and factor-based investment frameworks
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Arcana · New York