About the Role
First Eagle is seeking a Sales Operations Specialist to join their New York Institutional team, focusing on sales support and administrative tasks for senior leadership.
Responsibilities
- Assist the sales team with scheduling meetings, preparing presentations, proposals and sales materials.
- Ensure all materials are prepared and accurate for upcoming trainings, client, and prospect meetings.
- Maintain and update client information and sales tracking in Salesforce in a timely and accurate manner.
- Generate regular sales activity and pipeline reports.
- Coordinate client communications and follow-ups.
- Proactively conduct research and indicate findings.
- Help plan and coordinate internal and external meetings (events, conferences and client meetings).
- Provide proactive administrative support which includes calendar management and resolving scheduling conflicts.
- Prepare and submit invoices and expense reports in Workday in a timely manner.
- Occasionally support other team members due to vacation coverage, etc.
Requirements
- 5+ years’ experience in the financial services industry, preferably as a sales assistant, sales analyst, or an administrative assistant on a sales team.
- Ability to handle duties with the utmost discretion and professionalism.
- Self-starting, entrepreneurial and resourceful – someone who “makes it happen” with a positive, can-do attitude and collaborative spirit.
- Highly dependable, efficient and detail-oriented.
Skills
- Proficient with Salesforce and the reporting features.
- Excellent time management, organizational, and interpersonal skills.
- Advanced proficiency with Excel and PowerPoint.
- Excellent verbal and written communication skills.
Location
- New York
Work Type
- Hybrid
Experience Level
- 5+ years
Education Level
- Undergraduate Degree preferred
Salary/Compensations
- $80,000 to $95,000
- Eligible for overtime and an annual incentive bonus.
Benefits
- Generous paid time-off
- Medical/dental/vision healthcare plans
- 401(k) retirement and profit-sharing plans
- Flexible/hybrid work environment
- “dress for the day” flexible work attire
About the Company
- First Eagle Investments is an independent, privately owned investment management firm headquartered in New York with approximately $213 billion in assets under management as of April 22, 2026.
- Dedicated to providing prudent stewardship of client assets, the firm focuses on active, fundamental, benchmark-agnostic investing, with a strong emphasis on downside mitigation.
- With a heritage dating back to 1864, First Eagle strives to help clients avoid permanent impairment of capital and earn attractive returns through widely varied economic cycles.
- The firm’s investment capabilities include equity, fixed income, alternative credit and multi-asset strategies.
- At First Eagle, clients come first, always.
- We nurture an environment that attracts, develops, and retains a talented, inclusive workforce.
- We aim to inspire each of our employees to do their life’s best work with us and for our clients.
- We have built a culture that promotes inclusion and respect, and holds every member of the organization to the highest standards of integrity and accountability.
Equal Opportunity
- First Eagle Investments and their affiliates and subsidiaries is an Equal Opportunity Employer.
- Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.
