Alternative Investments Sales Strategy Analyst

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The Alternative Investments Sales Strategy Analyst role is responsible for supporting the planning, execution, and follow-up of educational events focused on Alternative Investments. As part of the day-to-day responsibilities, the individual will partner with internal stakeholders and external investment partners to deliver both in-person and virtual educational experiences for financial advisors, clients, and prospective clients. The analyst will manage multiple workstreams simultaneously, ensuring a seamless experience from initial planning through post-event reporting, while maintaining adherence to firm policies and compliance requirements.

Responsibilities:

• Manage project timelines, meeting milestones, and deliverables across multiple concurrent events.
• Partner with Alternative Investments specialists, Origination, Private Markets and Hedge Fund partners, Marketing, Event Supervision, and local market teams to coordinate event logistics and content.
• Facilitate pre-event approval processes, ensuring all required materials, invitations, agendas, and communications receive appropriate business and compliance approvals.
• Work closely with Event Supervision to ensure adherence to firm policies, regulatory requirements, and event governance standards.
• Oversee attendee management, registration, communications, speaker coordination, and event logistics.
• Execute post-event activities including attendee reporting, follow-up communications, documentation, expense reconciliation, and performance tracking.
• Build and maintain strong relationships with internal line of business partners and external third-party firms to ensure successful execution of educational events.
• Identify opportunities to improve operational efficiency, streamline processes, and enhance the overall event experience.

Required Qualifications:

• 2-4+ years’ experience in financial services;
• Knowledge and/or experience in alternative investments
• Hold or attain Series 7 and 66 licenses within 120 days of hire
• Ability to work under pressure, meet deadlines and meet clearly defined measurements.
• Self-motivated, adaptive, positive attitude and high energy are a must.

Skills:

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Financial Management
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Presentation Skills
• Relationship Building
• Data Management
• Project Management
• Result Orientation

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week: 

40