A multi billion dollar global investment manager is seeking a Senior Associate to join the Marketing,Strategy, and Research group within their wealth management platform. Essentially, this individual will be responsible for all of the reporting documents that pertain to the fundraising process. These documents are to be shared with board members and senior leaders.
Responsibilities:
- Work closely with investment teams and Corporate Finance on the fundraising progress
- Report on the fundraising progress in tandem with the target to the board and senior leaders
- Manage fundraising activities via Salesforce
- Liaise with the marketing department and leadership to drive tech initiatives
- Analytical and research support on fee negotiations for new business endeavors
- Support fundraising efforts via maintaining communications with various team leads to provide pipeline updates and help drive marketing initiatives
Qualifications:
- 5-6 years of experience within IB, institutional asset management, or consulting
- Analytical background and project management skills
- Experience manipulating large sets of data in excel
- Familiarity with CRM systems, preferably Salesforce
- Experience working with various teams internally to understand reporting requirements
