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Asset Management Sales Jobs (NOW HIRING)

Associate, Asset Management

New York, NY · On-site

$18 - $24/hr

Role Summary The Associate on the Asset Management team will be the analytical anchor of a team ... investment returns, asset sales timing, and valuations. Position requires ability to work ...

Asset Management Analyst

Mill Valley, CA · On-site

$80K - $85K/yr

Position Summary The Asset Management Analyst is responsible for administering, analyzing, and ... Present Repurchase Requests to Sellers (as applicable) * Coordinate receipt of repurchase proceeds ...

Associate, Asset Management

New York, NY · Hybrid

$18 - $24/hr

Role Summary The Associate on the Asset Management team will be the analytical anchor of a team ... investment returns, asset sales timing, and valuations. Position requires ability to work ...

... Asset Management practice, you will be responsible for: • Leading project teams to deliver ... SimCorp, BlackRock Aladdin, Eagle Pace or CRD a plus • Alternatives, private investment, or sales ...

Act as a portfolio assistant to set up and execute every other day asset sales * Track delivery and ... Collaborate with Fund Managers on ad hoc analysis and managing investor relationships * Engage with ...

Analyst, Asset Management

San Francisco, CA · On-site

$79K - $106K/yr

Act as a portfolio assistant to set up and execute every other day asset sales * Track delivery and ... Collaborate with Fund Managers on ad hoc analysis and managing investor relationships * Engage with ...

... sale timing (as appropriate) and performance metrics. * Provides input to property-specific or area ... Manages a team of Asset Managers, support staff and third-party property managers and leasing ...

Responsible for proper and timely Entity Master Data Management to ensure IRF, Division, Scrap, Paid Storage and Asset Sale facilities are updated to include all pertinent information for TTX ...

Act as a portfolio assistant to set up and execute every other day asset sales * Track delivery and ... Collaborate with Fund Managers on ad hoc analysis and managing investor relationships * Engage with ...

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Asset Management Sales information

See salary details

$35.5K

$94.1K

$164.5K

How much do asset management sales jobs pay per year?

As of Jul 22, 2026, the average yearly pay for asset management sales in the United States is $94,129.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What is sales in asset management?

Sales in asset management involve promoting and selling investment products and services to clients, such as institutional investors or high-net-worth individuals. Asset management sales professionals build client relationships, understand client needs, and communicate investment strategies, often using tools like CRM systems and requiring certifications like the Series 7 or 63. Success depends on strong communication skills, industry knowledge, and the ability to meet sales targets within a regulated environment.

What is asset management sales?

Asset management sales involves selling investment products and services offered by asset management firms to institutional or individual clients. Professionals in this field build relationships with clients, understand their investment needs, and recommend suitable financial products such as mutual funds, ETFs, or portfolio management services. The role typically requires strong knowledge of financial markets, excellent communication skills, and the ability to meet sales targets while maintaining client trust and satisfaction.

Is asset management a sales job?

Asset management sales involves selling investment products and services to clients, such as institutional investors and high-net-worth individuals. The role typically requires strong communication skills, client relationship management, and knowledge of financial markets, often supported by certifications like the CFA. While sales is a key component, asset management professionals also focus on portfolio analysis and investment strategies.

Who are the big 3 asset managers?

The big three asset managers are BlackRock, Vanguard, and State Street Global Advisors. These firms manage the largest assets globally and often seek asset management sales professionals to promote their investment products and strategies. Knowledge of financial markets, client relationship skills, and industry certifications are valuable for roles in this sector.

What is the difference between Asset Management Sales vs Financial Advisor?

AspectAsset Management SalesFinancial Advisor
CredentialsTypically requires Series 7, 63, or 65 licenses; industry certifications like CFA are commonRequires Series 7, 66, or 65 licenses; CFP certification often preferred
Work EnvironmentFinancial firms, investment banks, asset management companiesIndependent practice, banks, or financial planning firms
Employer & Industry UsageUsed in asset management firms, investment firms, and financial institutionsUsed across banking, independent advisory firms, and wealth management

Asset Management Sales and Financial Advisors both work within the financial industry and require similar licenses and certifications. However, Asset Management Sales focuses on selling investment products and services to institutional or high-net-worth clients, while Financial Advisors provide personalized financial planning and advice to individual clients. Understanding these differences helps professionals and clients identify the right services for their needs.

What are the key skills and qualifications needed to thrive as an Asset Management Sales professional, and why are they important?

To thrive as an Asset Management Sales professional, you need a solid understanding of financial markets, investment products, and sales strategies, often supported by a degree in finance or related fields and relevant certifications such as FINRA Series 7 or 63. Familiarity with CRM platforms, portfolio analytics tools, and financial modeling software is typically required. Outstanding interpersonal skills, persuasive communication, and a client-focused mindset help professionals build trust and long-term relationships. These skills are crucial for effectively identifying client needs, delivering tailored investment solutions, and achieving sales targets in a competitive industry.

How to get into asset management sales?

To enter asset management sales, candidates typically need a bachelor's degree in finance, economics, or related fields, along with strong communication and sales skills. Gaining experience through internships or entry-level roles in finance or sales can be beneficial, and professional certifications like the CFA can enhance prospects. Building a network within the industry and understanding investment products are also important for success.

How does an Asset Management Sales professional typically collaborate with portfolio managers and research analysts?

Asset Management Sales professionals regularly work closely with portfolio managers and research analysts to gain a deep understanding of investment strategies and portfolio performance. This collaboration ensures sales teams can effectively communicate product details and market insights to clients. Frequent joint meetings and strategy sessions help align sales messaging with the firm's investment outlook, enabling the sales team to address client concerns with up-to-date, nuanced information. Such teamwork is crucial for building trust with clients and supporting the overall growth of the business.
More about Asset Management Sales jobs
What cities are hiring for Asset Management Sales jobs? Cities with the most Asset Management Sales job openings:
What states have the most Asset Management Sales jobs? States with the most job openings for Asset Management Sales jobs include:
Infographic showing various Asset Management Sales job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution, with an average salary of $94,129 per year, or $45.3 per hour.

Associate, Asset Management

Perform Properties

New York, NY • On-site

$18 - $24/hr

Full-time

Medical, Retirement, PTO

Posted 8 days ago


Job description

Please review the Job Applicant Privacy Notice.
About Us
Perform Properties is a Blackstone Real Estate portfolio company focused on high-performing retail and office properties with People-Appeal - vibrant spaces where people actively choose to work, shop, and gather. With expertise in transactions, development, leasing, and management, the company oversees over 33 million square feet of retail and office properties across the U.S. Learn more: performproperties.com.
Role Summary
The Associate on the Asset Management team will be the analytical anchor of a team charged with maximizing property values through operations (leasing, capital, development & redevelopment) and capital markets (financings, dispositions, etc.) in close collaboration with the Blackstone Asset Management team.
We're seeking an Associate to join our Asset Management team in a role that goes beyond traditional asset oversight. This position will be partially investments oriented, with significant involvement in dispositions, refinancings, and underwriting. The ideal candidate will have experience in acquisitions or asset management and be proficient in complex Argus and Excel modeling. It will also require operational leadership and the ability to collaborate with cross-departmental teams on various issues including leasing, environmental, A/R, and entitlements. This is a dynamic opportunity for someone who thrives in a fast-paced, deal-oriented environment and is eager to work closely across functions to drive asset and portfolio value.
Major responsibilities include owning Argus files and financial model; creating business plans with Region Leads and Leasing Teams that align with property visions and financial objectives; material lease analyses; due diligence and closing of dispositions including large-scale portfolios; and evaluating investment returns, asset sales timing, and valuations.
Position requires ability to work independently and act as a self-starter. The Associate will both produce efficient error-free work as well as provide a thoughtful perspective and insights to their senior colleagues. The Associate, in collaboration with the senior members of the Asset Management team, will be given direct financial responsibility for multiple office and retail assets, acting as a strategic advisor within their Portfolio team. Although allocated regionally, the role functions as an integral part of one team with national coverage. This role is in the office, 5 days a week Monday-Friday.
Essential Job Functions
  • Financial Goals - Act as strategic and analytical thought partner to Asset Management Directors and VPs on all financial matters related to the success of the portfolio. Ask critical questions and challenge assumptions.
  • Business Planning - Create and maintain business plans with Region Leads that are aligned with the property vision, business objectives, and operating plans to grow asset value.
  • Strategic Financial Analysis - Drive efforts to coordinate strategic analyses as directed by Perform and Blackstone leadership, including hold/sell analysis, cap ex analysis, major lease analysis, and contribution/funding requests.
  • Investment Analyses - Evaluate total investment return, leverage strategies, cash flow forecasting, asset sales timing and values, and distribution forecasting. Collaborate with Region Leads on developing assumptions, communicating market developments, and assisting in broker engagements.
  • Dispositions and Debt Transactions - Support team in underwriting, due diligence, and closing phases for disposition and debt transactions. Coordinate the flow of information & materials with buyers, lenders, attorneys, brokers; review Broker Opinions of Value, due diligence materials, Offering Memorandums; and prepare closing statements and memos. Prepare Argus files and associated financial assumptions and cash flow.
  • Liquidity / Cash Management - Run cash models with inputs from key stakeholders; develop and monitor leading indicators of cash management concerns; and provide timely reporting to Perform and Blackstone leadership.
  • Organization and Communication - Drive the organization and communication of key work products and information to effectively articulate asset strategy and execution updates to Perform leadership and Blackstone. Proactively manage processes and suggest improvements or areas where communication can be streamlined.
  • Cross-functional Collaboration - Coordinate and collaborate with counterparts in Leasing, Construction / Development, Property Management, Accounting, and FP&A to drive alignment on asset strategy and execution. This collaboration can be seen via underwriting, budgeting, performing ad-hoc analysis, preparing for disposition, or day-to-day operational asset management.

Qualifications and Technical Competencies
  • High degree of comfort with Argus Enterprise, preferably with retail specific experience
  • Exceptional Excel and financial modeling skills with a working knowledge of IRR, NPV, and other fundamental real estate metrics
  • Ability to read and interpret lease agreements, loan documents, and other legal documentation
  • Ability to work independently, handle multiple concurrent projects, and meet deadlines as well as ability to thrive in a collaborative team environment and work effectively with team members often spread across multiple geographies and time zones
  • Keen attention to detail; ability to run zero-defect analyses

Preferred Qualifications:
  • Bachelor's degree in real estate, engineering, mathematics, economics, finance, business or other quantitative fields
  • Minimum of 4 years of experience within an investment bank, major brokerage, or real estate investment firm
  • Proficient in Microsoft Word and PowerPoint

Benefits & Compensation
Benefits: The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays, and paid time off (PTO).
Base Compensation Range: $125,000 - $150,000
The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including, but not limited to, terms and conditions regarding eligibility.
Closing
EEO Statement
Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email recruiting@performproperties.com
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