Analyst/ Associate – Internal Private Wealth Investor Relations

Clarion Capital Partners, LLC

Clarion Capital Partners is a New York-based investment manager operating two primary business segments: Private Equity (launched in 1999) and Credit (launched in 2018). Clarion Capital Partners operates a structured credit business as an investor in CLO securities, focused mainly on CLO equity and CLO mezzanine, sourced both in the primary and secondary markets. Across both businesses, the firm was purposefully built to seek long-term outperformance for our investment partners and investors. Our approach encourages collaboration, engagement, creativity, and discipline — all of which are necessary to build highly productive partnerships and growth across our businesses. In 2024, Clarion Capital Partners was ranked as Top Private Equity Firm on Crain’s List of 2024 Best Places to Work in New York City. Further information is available at www.clarion-capital.com.

The Internal Wholesaler is an integral part of the team and the sales distribution efforts Clarion Capital Partners. The Internal Wholesaler is responsible for creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory, to meet sales goals.

The Internal Wholesaler must have an understanding of and passion for sales strategy/process and investments. Additionally, they should have excellent verbal and written communications skills. They must also have excellent organizational and follow-up skills, and the ability to prioritize and execute on multiple tasks. Most critically, the Internal Wholesaler must demonstrate poise, professional presence, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and helping others.

Position

• Work with a senior partner to develop, maintain, and expand relationships to drive nationally across the firms private credit and private equity business.
• Develop new business within the territory by calling on RIA’s & Family Office relationships and providing sales/marketing information, completing requests for follow up information, and maintaining contact to provide timely updates on products and new ideas/offerings.
• Handle incoming phone calls as it relates to product information and account/operational issues and provide solutions in a timely and professional manner.
• Have a strategy for initiating outbound calls including scheduling calls, “thank you” calls, targeted campaign calls, and portfolio reviews.
• Engage in planning and business development using a consistent sales process to drive sales and strengthen relationships within territories.
• Establish key relationships with financial advisors with occasional travel to the territory to participate with the external wholesaler for dinners, seminars, and meetings.
• Proactively support team initiatives and complete special projects and other duties.
• Provide sales meeting preparation and follow-up for the senior partner.

Requirements and Qualifications

• 1-4 years of financial services industry experience.
• Strong knowledge of capital markets as well as mutual funds, separate accounts, closed end funds, ETFs, and alternative investments.
• Strong organization skills with the ability to manage multiple tasks.
• Excellent verbal, written, and presentation skills.
• Proven selling and relationship-building skills.
• Self-starter and self-motivated person who also excels working in a team environment.
• Strong computer skills, including MS Word, PowerPoint, and Excel. Additionally experience with CRM platforms is a benefit.

Inclusion and diversity are critical to the success of Clarion Capital Partners, LLC, and we actively encourage applications from people of all backgrounds. We are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, status as a protected veteran, or any other protected category.

Travel:

• The position is NYC based and minimal travel is required.

Compensation & Benefits

Actual base pay could vary and may be above or below the listed range based on factors including but not limited to experience, subject matter expertise, and skills. The base pay is just one component of the total compensation package. The expected first year annual salary for this role is $80,000 - $90,000, with the possibility of an additional discretionary bonus for the qualified candidate.

The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Medical, Dental, Vision, Health Savings Account, Health Care and Dependent Care Flexible Spending Accounts, Contributory Savings Plan (401k)

***This position may be filled at a different level, depending on experience***

Clarion Capital Partners, LLC

Clarion Capital Partners is a New York-based investment manager operating two primary business segments: Private Equity (launched in 1999) and Credit (launched in 2018). Clarion Capital Partners operates a structured credit business as an investor in CLO securities, focused mainly on CLO equity and CLO mezzanine, sourced both in the primary and secondary markets. Across both businesses, the firm was purposefully built to seek long-term outperformance for our investment partners and investors. Our approach encourages collaboration, engagement, creativity, and discipline — all of which are necessary to build highly productive partnerships and growth across our businesses. In 2024, Clarion Capital Partners was ranked as Top Private Equity Firm on Crain’s List of 2024 Best Places to Work in New York City. Further information is available at www.clarion-capital.com.

The Internal Wholesaler is an integral part of the team and the sales distribution efforts Clarion Capital Partners. The Internal Wholesaler is responsible for creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory, to meet sales goals.

The Internal Wholesaler must have an understanding of and passion for sales strategy/process and investments. Additionally, they should have excellent verbal and written communications skills. They must also have excellent organizational and follow-up skills, and the ability to prioritize and execute on multiple tasks. Most critically, the Internal Wholesaler must demonstrate poise, professional presence, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and helping others.

Position

• Work with a senior partner to develop, maintain, and expand relationships to drive nationally across the firms private credit and private equity business.
• Develop new business within the territory by calling on RIA’s & Family Office relationships and providing sales/marketing information, completing requests for follow up information, and maintaining contact to provide timely updates on products and new ideas/offerings.
• Handle incoming phone calls as it relates to product information and account/operational issues and provide solutions in a timely and professional manner.
• Have a strategy for initiating outbound calls including scheduling calls, “thank you” calls, targeted campaign calls, and portfolio reviews.
• Engage in planning and business development using a consistent sales process to drive sales and strengthen relationships within territories.
• Establish key relationships with financial advisors with occasional travel to the territory to participate with the external wholesaler for dinners, seminars, and meetings.
• Proactively support team initiatives and complete special projects and other duties.
• Provide sales meeting preparation and follow-up for the senior partner.

Requirements and Qualifications

• 1-4 years of financial services industry experience.
• Strong knowledge of capital markets as well as mutual funds, separate accounts, closed end funds, ETFs, and alternative investments.
• Strong organization skills with the ability to manage multiple tasks.
• Excellent verbal, written, and presentation skills.
• Proven selling and relationship-building skills.
• Self-starter and self-motivated person who also excels working in a team environment.
• Strong computer skills, including MS Word, PowerPoint, and Excel. Additionally experience with CRM platforms is a benefit.

Inclusion and diversity are critical to the success of Clarion Capital Partners, LLC, and we actively encourage applications from people of all backgrounds. We are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, status as a protected veteran, or any other protected category.

Travel:

• The position is NYC based and minimal travel is required.

Compensation & Benefits

Actual base pay could vary and may be above or below the listed range based on factors including but not limited to experience, subject matter expertise, and skills. The base pay is just one component of the total compensation package. The expected first year annual salary for this role is $80,000 - $90,000, with the possibility of an additional discretionary bonus for the qualified candidate.

The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Medical, Dental, Vision, Health Savings Account, Health Care and Dependent Care Flexible Spending Accounts, Contributory Savings Plan (401k)

***This position may be filled at a different level, depending on experience***