| Job Information |
Our elite global Alternative Investment Fund client is seeking to recruit an Associate to support capital raising and fundraising for the fund’s private markets insurance investing strategy.
Responsibilities:
- Provide hands-on support to senior capital raising team members with pipeline management, investor content and marketing materials and investor relationship management efforts
- Create presentations, one-pagers and tailored pitch decks for investors across the insurance ecosystem
- Support investor relations and product teams with investor data requests, RFPs and DDQs
- Collaborate with legal and compliance teams on the review and approval of investor marketing materials and sales collateral
- Perform CRM and pipeline management including but not limited to, tracking fundraising leads and prospects, recording meeting notes and action items, maintaining contact records, etc.
- Coordinate marketing and sales collateral and logistics for insurance industry conferences and events
- Prepare senior stakeholders for investor meetings including scheduling, calendar management and travel logistics
- Perform insurer research, create briefing books and build relationship timelines
- Support the onboarding of new investors including the handoff of new investors to the investor relations team
- Analyze competitors, NAIC regulations and developments and insurance market trends
Requirements:
- Bachelor’s Degree
- 2+ years of private markets capital raising / fundraising or investor relations support experience at an alternative investment fund
- Exposure to insurance investment strategies strongly preferred
- Demonstrated ability to create compelling and polished investor presentations and sales collateral
- Strong data analysis skills and demonstrated experience with CRM systems such as Salesforce
- Advanced PowerPoint and Excel skills
- The ability to learn the dynamic insurance ecosystem quickly
- Highly motivated and detail oriented with strong problem solving skills
- Demonstrated ability to work in a fast-paced pressure filled environment with little supervision
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