| 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.).
Responsibilities:
- 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
Requirements:
- 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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