Summary
A leading global alternative asset manager is seeking an Associate to support fundraising and client engagement efforts. This role offers the opportunity to work closely with the marketing, client relations, and investment teams while supporting investor communications and fundraising initiatives.
Company Information:
A leading global alternative asset manager based in New York with a strong international presence and a focus on private market and credit investment strategies.
Job Description:
- Provide support for fundraising, marketing, and client relationship activities across the fund lifecycle.
- Track and maintain client interactions, meeting notes, and fundraising opportunities within CRM systems (e.g., Salesforce).
- Assist with responding to client requests, follow-ups, and due diligence processes including data collection and documentation.
- Coordinate internal and external meetings, including scheduling, preparing materials, and taking notes.
- Support preparation of presentations, reports, and fundraising updates for internal teams and senior management.
- Maintain organized records of fundraising pipelines, client communications, and related activities.
Requirements / Qualifications:
- Experience working within a financial institution, asset manager, or investment firm.
- Strong proficiency in Microsoft PowerPoint and Excel for reporting and presentation materials.
- Experience using CRM systems such as Salesforce to track contacts, institutions, and opportunities is a plus.
- Strong organizational, communication, and attention-to-detail skills.
- Ability to manage multiple priorities, meet deadlines, and work collaboratively across teams.
- Knowledge of private markets, fundraising, or credit strategies is preferred.
- Fluency in English required; additional language skills such as French or Hebrew are a plus.
