At a glanceSummarised by Seekless from the posting.
Must have5
2+ years of experience in a client-facing role within financial services or enterprise SaaS, with direct exposure to institutional clients
Familiarity with portfolio analytics, investment concepts, and institutional workflows
Excellent written and verbal communication skills
Self-starter mindset with strong organization, curiosity, and attention to detail
Bachelor's or Master's degree in Finance, Economics, Business, or a related field
Nice to have5
Experience with CRM tools (Salesforce, HubSpot, or similar)
Prior exposure to hedge funds, asset managers, or investment technology
CFA, FRM, or MBA
Experience with Bloomberg, FactSet, or portfolio analytics platforms
Familiarity with equity risk models and factor-based investment frameworks
Skills
Salesforce
HubSpot
Bloomberg
FactSet
About the company
Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on— and we’re hiring an exceptional Sales Development Representative to help drive that transformation.
About the role
As a SDR at Arcana, you’ll play a foundational role in building our client base and shaping the future of institutional analytics. You’ll identify, research, and engage prospective clients across the hedge fund and asset management ecosystem—partnering closely with sales, marketing, and product to open high-value opportunities and define how we reach new clients.
If you’re looking to rocket-ship your career and work alongside a top-performing sales team (ex-AlphaSense, Visible Alpha, MSCI), we’d love to talk.
Responsibilities
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Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists
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Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest
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Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings
Requirements
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2+ years of experience in a client-facing role within financial services or enterprise SaaS, with direct exposure to institutional clients (hedge funds, asset managers, allocators, etc.)
•
Familiarity with portfolio analytics, investment concepts, and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation, etc.)
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Excellent written and verbal communication skills—able to engage hedge fund and asset management professionals with credibility
•
Self-starter mindset with strong organization, curiosity, and attention to detail
•
Experience with CRM tools (Salesforce, HubSpot, or similar) preferred
•
Prior exposure to hedge funds, asset managers, or investment technology is a plus
Qualifications
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Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
•
CFA, FRM, or MBA is a strong plus
•
Experience with Bloomberg, FactSet, or portfolio analytics platforms is helpful
•
Familiarity with equity risk models and factor-based investment frameworks is helpful
Compensation
Benefits
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Competitive base salary
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Performance-based bonus tied to key sales metrics, including number of qualified meetings booked, and pipeline created.