Responsibilities
Sales Support & Client Engagement
- Partner with Head of Sales Management and Institutional Sales team to support fundraising efforts across multiple public and private credit strategies
- Assist with investor prospecting, engagement, pipeline tracking, and follow-up, as well as preparation and coordination of investor roadshows, conferences, and meetings
- Maintain investor lists, coordinate and track client meetings, follow-ups, and pipeline activity and own all data entry into the CRM system (DealCloud)
- Serve as key internal liaison across stakeholders of the firm to ensure timely delivery of materials and responses
- Attend routine internal & external meetings w/ key stakeholders to provide updates on sales-related activity
- Quarterback or assist in preparation of customized client presentations, RFPs/RFIs, DDQs, investor reporting materials, and pitchbooks
- Collaborate with firm leadership and broader BDIR team to improve standard processes (reporting, campaign tracking, road shows, etc.)
- Support ad hoc projects related to fundraising strategy, investor segmentation, and distribution operations
- Assist with administrative duties when needed
Product, IR & Market Intelligence
- Conduct competitor and market research to support business development and client targeting initiatives
- Assist with LP and consultant mapping / total addressable market ("TAM") tracker
- Manage consultant database reporting in tandem with IR team; proactively provide necessary updates (quarterly/annually)
- Maintain and update DealCloud with market research findings
- Monitor industry trends and macroeconomic data to assist the sales team with client messaging and positioning
- Surveillance of daily news feeds to help with prospecting new clients, mandates, RFPs, and keeping sales team apprised of any market themes and updates on their coverage regions/investors
Qualifications
- 1-3 years of experience required
- Preferred experience includes: investor relations or business development at a private equity or private credit investment firm; investment banking/capital markets/asset management role
- Advanced Microsoft Office (including Excel and PowerPoint) skills required
- CRM systems experience, e.g. Salesforce (prior experience with DealCloud a plus)
- Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data
- Self-Starter, with the ability to work well under pressure
- Strong interpersonal skills and EQ
- Strong organizational skills and must be detail oriented
- Excellent written and oral communication skills
- Flexibility to handle multiple tasks and changing priorities
- Demonstrated ability to work effectively as part of a team
Salary Range
$100,000 - $125,000 base salary and bonus eligible
Equal Opportunity Statement
We are an equal opportunity employer, and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
(Note - This position is exempt and would not qualify for overtime pay.)
