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Sales Development Representative

Arcana Analytics
Posted a month ago, valid for 21 days
Location

New York, NY, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Arcana is seeking a Sales Development Representative to enhance its portfolio intelligence platform for hedge funds and asset managers.
  • The role involves identifying and engaging prospective clients while collaborating with sales and marketing teams to develop strategies.
  • Candidates should have at least 2 years of experience in a client-facing role within financial services or enterprise SaaS.
  • A competitive base salary and performance-based bonuses are offered, linked to key sales metrics.
  • Ideal candidates will possess strong communication skills, familiarity with portfolio analytics, and a self-starter mindset.

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.

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

  • Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists
  • Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest
  • Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings

Requirements

  • 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.)
  • 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

  • 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

  • Competitive base salary
  • Performance-based bonus tied to key sales metrics, including number of qualified meetings booked, and pipeline created. 



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