Associate

Job DetailExperience Level Sr LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type On SiteJob Reference 0000018038Salary Type AnnuallyIndustry Investment BankingSelling Points Drive impactful distribution strategies using advanced analytics and insights. Collaborate with industry leaders to refine investor engagement approaches. Enhance expertise in private markets and strategic intelligence solutions.Job DescriptionOverviewLead strategic initiatives in distribution intelligence to enhance investor engagement and fundraising strategies within a dynamic, growth-oriented environment.Analyze market trends and data to uncover actionable insights that drive investor strategies and decision-making processes.Collaborate across teams to refine KPI frameworks, ensuring impactful insights for leadership and fundraising teams.Support market segmentation strategies and track regional demand and capital build progress across targeted funds.Utilize advanced data platforms to identify industry trends and uncover growth opportunities for the organization.Prepare compelling presentation materials and conduct in-depth industry research to support strategic initiatives.Ensure data integrity and optimize CRM systems to enhance operational efficiency and investor tiering processes.Collaborate on planning and execution of roadshows, conferences, and marketing events with a data-driven approach.Key Responsibilities & DutiesServe as a key analytical resource, delivering timely insights to support dynamic fundraising priorities and investor engagement strategies.Design and maintain KPI frameworks to provide actionable insights for distribution and leadership teams.Deliver regular reporting on pipeline trends, activity metrics, and goal attainment to leadership.Support market segmentation strategies to refine investor engagement approaches across various channels.Conduct competitor and investor analysis to identify strategies for enhancing portfolio positioning.Prepare detailed project plans and budgets for roadshows, conferences, and marketing events.Integrate market data platforms to identify trends and surface new opportunities for growth.Ensure data integrity across CRM systems and optimize territory assignments and investor tiering processes.Job RequirementsBachelor's degree in Finance, Economics, Business, or a related field.3-5 years of experience in project management, distribution analytics, or financial services strategy.Proficiency in CRM systems and familiarity with AI workflows and concepts.Strong understanding of private markets fundraising lifecycle and investor strategies.Demonstrated ability to synthesize large datasets and present findings effectively.Advanced skills in Excel and PowerPoint for data analysis and presentations.Self-starter with excellent written and verbal communication skills.Ability to work collaboratively across functions and adapt to dynamic priorities.