Client Relations Analyst – Client Partner Group

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Seeking an experienced and ambitious professional to join a core team responsible for marketing and investor diligence efforts supporting a global investor base.

Company Information:

A leading global alternative asset manager.

Job Description:

• Over time, develop close knowledge of investment solutions, global operations, and SEC marketing rules.
• Complete and/or review investor requests for multi-strategy, credit and private equity vehicles, focused on delivering compliant, client-ready material.
• Champion unwavering improvement and innovation to further the goals of the Client Relations team, partnering with senior members of the Client Partner Group.
• Pitchbook creation including ownership of standard marketing deck materials and new product launch decks.
• Lead effective collaboration with relationship managers in the production of content and requests including investor meeting materials and strategic road shows.
• Enthusiasm to optimize best-in-class processes for marketing content management, unwavering commitment to quality, organization, communication, and creativity.

Requirements / Qualifications:

• 2+ years of experience in alternatives (hedge fund, private equity) or institutional asset management.
• Experience reviewing, proofreading, formatting of content for client delivery.
• Advanced knowledge of Microsoft Office (PowerPoint, Excel, Word), with Qvidian, Salesforce, Tableau, Intralinks a plus
• Bachelor’s degree required

• Proficiency with institutional investor relations standards and industry trends, with strict attention to detail and interest in process improvement.
• Ability to grasp and alternate between both big picture ideas and more-granular level details.

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