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Job: Fundraising/Sales Operations Associate – Alternative Investments

Title Fundraising/Sales Operations Associate – Alternative Investments
Categories Alternative Asset Management, Business Development, Fundraising, Investor Relations, Sales Operations
Location New York, NY
Job Information

Our global Alternative Investment Management client is seeking to recruit a Sales Operations Associate to support fundraising and investor relations with the development of marketing materials, investor analytics and the timely response to investor inquires (RFPs, DDQs, reporting, etc.).


  • Create marketing collateral, fundraising materials and client presentations that include detailed investment analytics
  • Collaborate with product and investment teams to market funds and firm strategies
  • Analyze and review complex data and synthesize into concise and relevant points
  • Write focused and high-quality responses to RFPs that support the firm’s global fundraising objectives
  • Develop fundamental knowledge of the firm’s investment strategies, investment approach and operational functions to effectively respond to prospective investor requests
  • Utilize internal and external data sources to create customized investor responses
  • Collaborate effectively across the firm to gather and incorporate key stakeholder input during the RFP process
  • Create recurring DDQs and RFPs for existing investors on a monthly and quarterly basis
  • Research and analyze competitors and their fundraising efforts
  • Participate in process improvement initiatives, special projects, ad hoc requests and the development of best practices


  • Bachelor’s Degree
  • 2+ years of investor relations or fundraising support experience for alternative investment, private equity or hedge fund investment strategies
  • Advanced Excel and PowerPoint
  • Outgoing, intellectually curious and highly motivated
  • Advance writing and communication skills
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