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Details
  • Location: Boston MA
  • Type: Perm
  • Job #25467

Company Overview:
A leading global private investment firm with approximately $215 billion in assets under management is seeking a Sales Support Analyst/Associate for their Investor Relations team. This role will support the Global Private Markets team, focusing on Private Equity, Venture Capital, and other strategic areas.

Job Responsibilities:

  • Work with senior Investor Relations professionals to gather information, conduct analysis, and create materials for prospect meetings.
  • Research and maintain a strong pipeline of prospects, including industry information and analysis on current prospects.
  • Provide qualified calling lists and coordinate the production of materials and follow-up requests.
  • Conduct market analysis, initiate research, and participate in prospect and client meetings.
  • Develop sales prospect pipeline and maintain CRM pipeline reporting.
  • Oversee data management tasks in Salesforce.com to support business development.
  • Coordinate fundraising records and follow-up processes with LPs or prospects.
  • Assist with RFP/RFI participation and ad hoc reporting using Salesforce.com.
  • Prepare materials including investor agendas and LP background profiles.
  • Assist with peer performance analysis and market positioning.

Qualifications:

  • Strong academic credentials (BS/BA from a highly-regarded institution).
  • 1-2+ years of experience in asset management, consulting, or financial services marketing.
  • Outstanding Excel and PowerPoint skills, including experience with VLOOKUP and pivot tables.
  • Series 7 and 63 licenses required within the first 90 days if not currently licensed.

Compensation:
Salary: $75,000 – $95,000, Plus Bonus

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