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Investment Sales Associate
Investment Sales Associate-December 2024
Southlake
Dec 16, 2025
About Investment Sales Associate

  About This Position:

  This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors.

  Reports directly to the Client Relations ManagerServes as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationshipsWorks closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategiesServices investors with a high level of integrity, build rapport, obtain referrals, and maintain a positive company imageUtilizes Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activityMay travel 2-3x/month to visit investments and attend investor events, occasionally out of stateNote: The duties of this position do not involve cold callingPosition Requirements:

  Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject3+ years of applicable work experience with progressively increased responsibilities in business development or relationship managementHave showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationshipsStrong working knowledge of finance and private equityProficient in Word, Excel, Outlook, Adobe, and Google SheetsSelf-motivated, high energy, goal-orientedExcellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunitiesMust be able to successfully complete securities licenses within 120 days from hire date. These licenses may include the SIE, Series 82, and Series 63 licensesNotable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity InvestorsMust have the ability to self-direct work and exercise independent judgment to formulate and implement solutionsPreferred Qualifications:

  Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detailExcellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic recordAbility to multitask and prioritize deadlines across several projects with different managersSelf-starter; able to identify "what's next" and make meaningful progress with little oversight or structureFamiliarity with JuniperSquare or similar CRM tool, such as SalesforceOur Benefits

  To help you stay energized and engaged, Trinity Investors offers a variety of benefits, including medical, dental, vision, life insurance, work-life services for locating childcare and adult care providers, legal services, 401(k) with matching, lifestyle coaching, profit sharing, PTO, and more.

  About Trinity Investors

  Trinity Investors is a Southlake, Texas-based private equity firm with a portfolio of private company and commercial real estate investments. Founded in 2006 by experienced entrepreneurs, Trinity has raised and invested over $2.0 billion into over 200 commercial real estate projects and 20 private company transactions with an aggregate value of over $6.0 billion.

  We're dedicated to creating an environment where employees feel welcomed, valued, and supported withnetworks and development opportunities to help them thrive. For additional information on Trinity Investors, please visitwww.trinityinvestors.com.

  For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

  https://www.applicantpro.com/j/3194492-536908

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