Who We Are:
Angel Oak Companies is a diversified financial services company specializing in asset management and non-agency mortgage origination. These two business lines allow us to pursue our vertically integrated business model where information from our ecosystem drives a continuous loop between investment management and product development. Angel Oak offers income-driven structured credit solutions through our public and private fund platforms.
Angel Oak Capital Advisors, LLC is the asset management arm focused on identifying and executing income-driven investment strategies to address opportunities within the mortgage and structured credit markets. The firm offers investment vehicles across a range of liquidity horizons to match client needs and return objectives. Through the Public Funds, investors obtain retail access to the structured credit market via mutual funds, ETFs, UCITS, and closed-end funds. Institutional investors gain access to private mortgage credit via Angel Oak’s integrated, “originate-to-own” approach. Our model allows for full transparency and control of the origination process as well as a consistent supply of investible assets which provides a distinct competitive advantage within mortgage credit investing that has not been replicated by any of the firm’s competitors.
Angel Oak is a $17 billion investment management firm focused on providing compelling fixed income investment solutions with an added level of expertise in the securitized credit space. We are a highly entrepreneurial organization that embraces a strong service-based culture, and Angel Oak has been consistently named a Top 150 Workplace by the Atlanta Journal Constitution. Candidates will be an integral part of a successful and quickly growing firm that fosters and values innovation.
Position Overview:
The Business Development Associate will partner with Angel Oak Capital’s internal and external wholesalers to support sales activities and develop product interest from financial advisors across the country. The BDA will receive hands on experience working alongside veteran Financial Wholesalers, Senior Portfolio Managers and Analysts, as well as the Distribution Management Team. Finally, the BDA will be instrumental in growing Angel Oak Capital’s assets under management and helping launch new, ground breaking products in the securitized and alternative investment space.
Principal Responsibilities:
- Support internal and external wholesalers across various geographies to schedule meetings and phone calls for wholesalers with new prospects at firms such as Morgan Stanley, Merrill Lynch, UBS Financial, Raymond James, Wells Fargo, and others.
- Prospect pre-existing contacts in assigned territories to establish timely introductions to the internal or external wholesaler
- Create and execute effective outbound call campaigns to new prospects
- Assist internal and external teams in market research and competitive peer analysis
- Document all daily activities, such as relevant calls, emails, and follow-up activities in Salesforce.com
- Prepare investment marketing materials and presentations
- Engage with Portfolio Managers during weekly team meetings
- Develop and continually improve upon strong product, industry, market, and economic knowledge
- Adhere to all compliance requirements and firm guidelines
Qualifications
Minimum:
The selected candidate should be a goal-oriented, highly motivated, organized, and self-directed individual who is constantly striving to exceed expectations. The candidate will maintain a positive attitude, a high level of activity and be motivated by surpassing goals and increasing sales within their territory.
- Bachelor's Degree from a four-year college or university required;
- Business, Economics, Finance major preferred
- Proficient knowledge of MS Office
- Strong written, sales, presentation, and telephone skills
- Competitive, results-oriented mindset
- Ability to collaborate with a variety of different people and roles
- Values diversity of thoughts, perspective, and expression
Preferred:
- Strong will to establish proficiency in investment trends, financial concepts, real estate and credit markets
- Ability to grasp and articulate complex topics
- Thrives in a fast-paced, team-focused environment
- Motivated to achieve success and a desire to learn and grow
- Outgoing, strong interpersonal skills
- Coachable mindset of asking for and receiving feedback
- Optimizes time management and organizational skills
NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required of this job.
Angel Oak Capital Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.