Careers

The Firm

Established inside Bear Stearns in 2005, and spun out of JPMorgan in 2009, Primary Insight is a best-in-breed, leading primary source research firm headquartered in New York City. We are recognized pioneers in the industry with the most experienced executive management team and a global leading provider of facilitating direct access for Institutional Investors to a diverse and highly targeted base of experts across all industry sectors and regions.

The Service: PI offers a range of subscription products and services including: Private One-on-One Phone Consultations, Live Meetings, InsightOnsite Research Trips and Guest Speaker Series.

Global Reach: Actively engaged in delivering premium industry contacts to top tier buy-side clients across North America, South America, UK, Europe, and Asia-Pacific, Primary Insight continues to develop its reach across emerging global markets.

The PI Difference: PI emphasizes the delivery of fresh, non-commoditized experts who have had limited exposure to the investor community. And, rather than strictly relying on lists of experts from a pre-existing database, we actively engage in selective recruitment of new experts for each client request specific to our client’s key questions. More than 60% of our experts have only spoken to ONE Client.

Client Compliance Portal Technology: We have built a First-In-Class Client Portal (“CP”) technology, designed for investors by investors. The CP includes the most compliant features that allow our clients to protect themselves by providing a global-view of all firm activities.

Current Open Positions

Institutional Sales Representative

We are seeking entrepreneurial, self-motivated candidates for an Institutional Sales position reporting directly to the Global Head of Sales.

Required Skills

  • A Bachelor’s degree is required in addition to 2-4 years of demonstrated success in direct sales
  • The ability to build strong and lasting relationships with key decision makers at buy-side institutions
  • Proven track record of lead generation, building a sales pipeline, and exceeding sales quotas with new business
  • Familiarity of global markets and organizational structure of buy-side firms a plus
  • Ability to work well independently, be self-motivated, and thrive in a growth environment
  • Excellent verbal communication skills are a must

Expectations

  • Immediately close new business in our core subscription sales offering throughout the US market
  • Meet quotas within the first three months through personal industry networking, cold calling, and targeted marketing blasts
  • Consistently build and maintain a qualified pipeline of potential clients
  • Bring a unique sale approach to PI that is differentiated and produces results quickly
  • Directly report to the Management Team on product feedback in the field and how to better serve our clients

Compensation

Base Salary plus aggressive commission plan for generating new business, participation in company benefits including 401(k), medical, dental, vision, life insurance and commuter savings.

Client Service Manager

We are seeking entrepreneurial, self motivated candidates for a Client Service Manager position.

Required Skills

  • BS or BA degree, with 2-3 years of previous relevant work experience is required with industry knowledge highly preferred.
  • Excellent verbal and written communication skills required.
  • Exceptional research skills.
  • Demonstrated ability to work in a team atmosphere.
  • Desire to work in a fast-paced entrepreneurial environment.

Expectations

  • Research, identify, and qualify appropriate industry experts for client requests.
  • Manage and maintain client relationships.
  • Lead client projects by delegating work to others and ensuring that expert quality and appropriate timelines are met.
  • Identify cross selling and up selling opportunities.
  • Arrange phone consultations and meetings between experts and Institutional Investment firms.
  • Ability to stay current on financial market trends and dynamics.

Compensation

Base Salary plus quarterly incentive plan based on achievement of targeted client deliverables, participation in company benefits including 401(k), medical, dental, vision, life insurance and commuter savings.

Research Associate

We are seeking entrepreneurial, self motivated candidates for a Research Associate position based in our Charleston, SC office.

Required Skills

  • Bachelor’s or Post-Graduate Degree from a top-tier University required with minimum GPA of 3.5
  • Must have excellent written and verbal communication skills
  • Comfortable communicating with professionals of all levels
  • Proficient in various methods of financial research
  • Ability to meet strict deadlines
  • Foreign language skills preferred: Portuguese, Mandarin, German, French
  • Team player
  • Desire to learn about the business and to work in a fast-paced entrepreneurial environment

Expectations

  • Research, identify, and recruit Industry Experts for customized client requirements
  • Qualify by screening and creating bio profiles of prospective experts for client review
  • Build and maintain relationships with Industry Experts
  • Arrange phone consultations and meetings

Compensation

Base Salary plus quarterly incentive plan based on achievement of targeted client deliverables, participation in company benefits including 401(k), medical, dental, vision, life insurance and commuter savings.

Send a resume and cover letter indicating the desired position to careers@primaryinsight.com.