Product Specialist, Investment Banking

About AlphaSense: 

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 4,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

About the Team

The Product Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical support. Product Specialists are tasked with building relationships with prospective clients by providing support and deep technical knowledge to demonstrate the value of AlphaSense while helping to drive adoption. Due to the extensive exposure that Product Specialists have with clients, they’re also in a prime location to partner with our sales and product teams in determining future product developments that will resonate with the market.

About the Role

Are you a highly motivated and personable individual with a passion for financial technology and a knack for building strong client relationships? Do you thrive in a fast-paced environment and excel at both proactive outreach and in-depth client engagement? If so, we have an exciting opportunity for you to join our growing team as a Product Specialist focused on the investment banking sector.

In this pivotal role, you will be instrumental in driving adoption and ensuring the success of our innovative product suite within investment banking firms. You will leverage your understanding of their unique workflows and challenges to proactively connect with potential clients, deliver compelling training sessions, and provide dedicated on-site support. This is a fantastic opportunity to make a significant impact, build lasting relationships, and contribute to the growth of our company within a sophisticated and dynamic market. 

Who You Are

• 2-3 years of experience in a client-facing role servicing investment banking clients or direct experience working within an investment banking environment. 
• A strong understanding of investment banking workflows, terminology, and key functions (e.g., M&A, capital markets, trading). 
• Excellent communication, presentation, and interpersonal skills with the ability to build rapport and credibility with sophisticated clients. 
• A proactive and self-motivated approach with a proven ability to take initiative and drive results. 
• Comfort and confidence in conducting both virtual and in-person client meetings and training sessions. 
• Strong problem-solving and analytical skills with the ability to understand client needs and tailor solutions accordingly. 
• Willingness and ability to travel to client locations as needed. 
• Bachelor's degree in finance, business, or a related field. 

Bonus:
- Existing network within the investment banking community. 
- Demonstrated success in a sales-support or client success role.

-Experience with financial technology platforms relevant to investment banking.

What You’ll Do

• Proactive Client Engagement: Conduct warm calls to existing investment banking clients to introduce our product offerings and identify opportunities for training. 
• Product Expertise & Training: Become a deep expert in our product suite and deliver engaging and effective training sessions (both virtual and in-person) to investment banking professionals, ensuring they maximize the value of our solutions. 
• On-site Client Support: Travel to client locations to provide hands-on support, implementation guidance, and build strong rapport with key stakeholders. Willing to travel up to 20% of the time to client offices.
• Relationship Management: Cultivate and maintain strong, long-term relationships with investment banking clients, acting as their trusted advisor and point of contact. 
• Needs Assessment & Feedback: Understand client needs and workflows, providing valuable feedback to our product development team to ensure our solutions continue to meet the evolving demands of the investment banking industry. 
• Sales Collaboration: Partner closely with our sales team to support the sales cycle through product demonstrations, technical expertise, and client advocacy. 
• Market Awareness: Stay informed about industry trends, competitive landscape, and the specific challenges and opportunities within investment banking.
  
  

What We Offer: 

• A dynamic and growing company with a cutting-edge product. 
• A collaborative and supportive work environment. 
• Opportunities for professional growth and development. 
• Competitive salary and benefits package. 
• The chance to make a real impact on the success of our clients and our company.
  
  

EEO Statement

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including retirement, hiring, training, advancement, and termination. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

• AlphaSense never asks candidates to pay for job applications, equipment, or training.
• All official communications will come from an @alpha-sense.com email address.
• If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.