Grayscaleinvestments
Support sales enablement and distribution infrastructure by improving CRM data quality, pipeline visibility, and overall usability of client information. Assist in building and enhancing reporting across distribution, including sales activity, pipeline tracking, and client engagement metrics. Analyze data to surface trends and insights that inform client coverage and sales strategy. Partner with Institutional Sales and Client Service teams to support client preparation, including research, briefing materials, and meeting support. Contribute to the development of internal and external materials, including presentations and client-facing content. Support ongoing improvements to Salesforce and related systems, including reporting, data integrity, and user workflows. Assist with broader distribution initiatives and projects as needed.
Currently enrolled undergraduate (rising junior or senior preferred). Strong attention to detail and willingness to work with data and systems. Clear written and verbal communication skills. Familiarity with Excel and PowerPoint; interest in learning CRM tools (e.g., Salesforce). Ability to stay organized and manage multiple tasks in a fast-paced environment. Interest in financial markets, asset management, or client-facing business functions. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Grayscaleinvestments
Grayscaleinvestments
Dvtrading
Dvtrading