Fulcrum Global Partners Work Values

Daily Duties at Fulcrum Global Partners :

Institutional Research Sales. I was the primary contact, point person and relationship manager for the firms institutional client base, Portfolio Managers and Analysts. I worked closely with research analysts in leveraging the research product into the institutional money management audience. I worked closely with my Sales Trader partners in monetizing the research product through equity orders, from which we receive commission dollars, that we receive from the institutional "buy side" traders for our efforts in "covering" the buy side Portfolio Managers, Analysts and Traders.

What they like about Fulcrum Global Partners :

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Business Development , Product Marketing , Negotiations, Cost/Benefit Analysis , Client Relations , Team Leadership , High Net Worth Sales, Money Management, Hedge Fund Sales, International Business, Institutional Equity, Research Sales, Client Targeting, Lead Generation, Lead Tracking, Strategic Planning, Territory Management, Account Management, Branding, Market Analysis, Needs Assessment, Process Improvement, Project Management, Consulting, Start Ups, Turnarounds, Sales Forecasting, Sales Cycle Management, Expense Control, Presentations, Team Motivation, Talent Management

Skills

Microsoft Office Suite , Factset , Salesforce , Big Dough, Bloomberg

These are some of the questions we asked our climbers about their experiences with Fulcrum Global Partners :