Funding Amount

Not stated

Deadline

Deadline not published

Grant Type

Foundation

Deadline history & next window

Cycle
Annual
Tracked since
April 2026

Source: the cycle recorded on this listing. Confirm dates with the funder.

Can we apply?

Check your organization against each line. Taken from the listing; confirm with the funder's guidelines.

Geography

  • United States and international participation accepted (form includes "NOT US Based" option)

Other requirements

  • Active in investment management sales and marketing field
  • Minimum of several years industry experience (experience requirements vary)
  • AIMSE member (may have flexibility requirements)
  • Interested in supporting career development of emerging professionals

Overview

Organization: Association of Investment Management Sales Executives (AIMSE)

Program Overview

The AIMSE Mentorship Program connects experienced professionals with emerging talent in the investment management sales and marketing industry. The program provides mentorship relationships designed to foster professional growth, networking opportunities, and career advancement.

Program Benefits

  • Professional Development: Mentors provide sound advice and professional guidance
  • Networking: Connection to others in the investment management community
  • Industry Engagement: Enhanced ability to engage with institutional investors and consultant communities
  • Professional Growth: Participants report personal and professional benefits from the program

Eligibility - Mentors

  • Active in investment management sales and marketing field
  • Minimum of several years industry experience (experience requirements vary)
  • AIMSE member (may have flexibility requirements)
  • Interested in supporting career development of emerging professionals

Eligibility - Mentees

  • Early to mid-career professionals in investment management
  • AIMSE member preferred
  • Employed in investment management sales, client service, consultant relations, or related roles
  • Range of experience levels: less than 1 year to over 15 years in the field

Geographic Scope

  • United States and international participation accepted (form includes "NOT US Based" option)

Contact Information

AIMSE Office:

  • Phone: 703-234-4098
  • Email: [email protected]

How to Apply

Application Process

The Mentorship Program uses an online application form.

Required Information

Personal Information:

  1. Indicate whether you are applying as a Mentor or Mentee
  2. Full Name
  3. Email Address
  4. City
  5. State (dropdown list of US states or "NOT US Based" option)

Professional Information:

  1. Job Title
  2. Company Name
  3. Type of Investment Management firm:
    • Traditional
    • Alternative
    • Combination
    • Other (with description field)
  4. Areas of responsibility (check all that apply):
    • Sales
    • Client Service
    • Consultant Relations
    • Other (with description field)

Experience and Membership:

  1. Years in Investment Management sales field:
    • Less than 1 Year
    • 1-2 Years
    • 2-4 Years
    • 4-6 Years
    • 6-10 Years
    • Over 10 Years
    • Over 15 Years
  2. Years as AIMSE member:
    • Less than 1 Year
    • 1-2 Years
    • 2-4 Years
    • 4-6 Years
    • 6-10 Years
    • Over 10 Years
    • Over 15 Years

Program Goals:

  1. Statement (a few sentences): Describe what you hope to achieve from the program, either as a Mentor or Mentee

Submission

  • Submit online form through the application portal
  • All fields marked with asterisk (*) are required

What Association of Investment Management actually gave

Source: IRS Form 990 filing, 2024

Grants in 2024
1
Total given
$30K
Median grant
$30K
  • By dollars: California 100%. Top recipient cities: Oakland, CA.

Example grants

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    $30K

IRS Form 990 filing, 2024. Amounts as reported by the funder. Full 990 history →

Focus Areas & Funding Uses

Fields of Work

  • Professional development
  • Mentoring

Categories

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