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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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Title Investor Relations Associate
Categories Alternative Asset Management, Business Development, Client Development, Fundraising, Investor Relations, Marketing, Private Credit
Location New York, NY
Job Information

Our global Private Credit client is seeking to recruit a Investor Relations Associate to support global fundraising and investor relations for their private credit funds and direct lending strategies.


  • Support investor relations and fundraising efforts across a variety of global private credit and direct lending strategies and assist with institutional investor marketing and sales support
  • Provide senior leadership with investor relations, sales and marketing coverage support
  • Interact frequently with investors and provide timely responses to inquires for account information, data requests and fund performance analytics
  • Respond promptly to requests for RFPs, DDQs, RFIs and assist the sales team with ongoing client support and prospecting outreach
  • Update fund level pitch materials, client presentations, and client reports across a variety of products and investment strategies
  • Work closely with the sales and marketing teams to create innovative marketing collateral that will aid in fundraising efforts
  • Provide senior management with fund performance and fundraising data analysis reports on a monthly basis
  • Assist with special projects


  • Bachelor’s Degree
  • 4+ years of business development, institutional fundraising or investor relations support experience
  • Broad knowledge of the institutional investment management and alternative investment management industry
  • Knowledge of private credit and direct lending investment strategies preferred
  • Demonstrated experience completing RFP, DDQ, RFI and investor data requests
  • Demonstrated experience developing compelling investor marketing collateral
  • Strong business writing and MS Excel skills
  • Bright, driven and highly motivated
  • Superb communication, interpersonal and presentation skills
Apply Now