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Internal Sales Division Associate Internship

OppenheimerFunds

OppenheimerFunds

Internal Sales Division Associate Internship

Denver, CO
Internship
Paid
  • Responsibilities

    The OppenheimerFunds Summer Internship Program targets rising seniors and graduate students entering final semester/year of academic study. Interns contribute to impactful projects while developing a robust understanding of asset management and team strategy/objectives.

    Job Purpose:

    Division Associate will work with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors.

    Responsibilities & Deliverables:

    • Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors
    • Develop and execute sales plan strategies with the primary focus of prospecting new business
    • Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts
    • Develop asset allocation strategies based on client objectives and risk tolerances
    • Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors
    • Work with various departments/individuals within the organization to provide ‘Best in Class’ service to our financial advisors
    • Handle daily administrative tasks to ensure maximum business efficiency, i.e. update and maintain contact management system
  • Related Article
  • Qualifications
    • Rising senior or grad student entering final year of study
    • Finance, Economics or business discipline major preferred
    • Basic understanding of mutual funds and financial markets
    • Understanding of investment advisor relationships
    • Strong analytical skills
    • Comfortable working with technology
    • Excellent written and verbal communication skills
  • Industry
    Financial Services
  • About Us

    OppenheimerFunds is a leading global asset manager dedicated to serving the diverse needs of our clients that range from institutions to financial advisors to individual investors.