Senior Associate, Business Advisory Services

The Senior Associate will assist in building client materials and various prospects/marketing materials, updating market and fund specific data within existing materials on a monthly, quarterly or ad hoc basis. The Associate will also be responsible for tailoring materials to reflect market environment to meet needs of various users.

• Interface and develop strong working relationships with all internal subject matter experts of the Firm (portfolio management, business development, operations, legal, compliance and human resources)
• Build and “own” client materials and various prospect/marketing materials, updating market and fund specific data within existing materials on a quarterly or ad-hoc basis
• Produce quarterly portfolio reports and letters for investors, working with Finance and Portfolio Management teams to collate relevant data.
• Drive process for creating responses to investor questionnaires, due diligence, and ad-hoc requests for existing and potential clients.
• Maintain quantitative and qualitative key metrics on competitors.
• Help to identify areas of risk and pro‐actively propose innovative business solutions required to increase the efficiency of information flow and communication channels between different areas of the business.
• Take on ad-hoc projects and support all other teammates with their work as needed.
• Build and edit marketing investor materials for co‐investment and funds.
• Crafting & updating deal one pager and case studies
• Creating deal capital call notice and deal tear sheets and deal slides
• Handling and updating deal pipeline information
• Other ad-hoc or periodical projects as per requirement

QUALIFICATIONS

Education:

• CFA or Bachelor's or Master’s degree in business, finance, or another pre-professional field, or a discipline with exposure to accounting or corporate finance.

Experience Required:  

• 3–5/6-8 years of experience
• Working in an investor relations or product specialist role

General Requirements:

• Detail oriented
• Experience with asset management systems or other relational databases
• Experience at a regional, national, or global financial services firm
• Self-starter, outstanding communication, and organizational skills.
• Ability to work independently as well as with “the team”
• Excellent oral and written communication skills and digital literacy