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Role description

Sales Development Representative

Arcana logoArcana
SeniorityJunior
LocationNew York, NY
Posted7/13/2026
Sales

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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Company info

Arcana logo

Arcana

Portfolio intelligence for the modern institutional investor.

Arcana is the portfolio intelligence platform built for the world’s leading hedge funds and asset managers. We connect portfolio construction, performance attribution, risk management, research, and alpha capture in one institutional-grade platform—giving investment teams a connected view of what’s happening across their portfolios, why it’s happening, and what to do next. From sophisticated factor models, real-time risk, and crowding to research management and AI-powered workflows, Arcana connects portfolio data, analytics, research, and institutional knowledge that traditionally live across separate systems. See your portfolio differently. Make decisions with greater conviction. Trusted by 300+ institutions managing more than $20 trillion in assets.

Private companySeries B
Founded2022
HQNew York City, United States
Unlock human wisdom
ThesisTermsPrivacy
Size
201–500 employees
IndustryTechnology, Information and Internet
Funding
  • Series B · Apr 27, 2026

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