Analyst/Associate, Institutional Sales
Core
Support senior Relationship Managers and the Institutional Sales team by coordinating due diligence, preparing investor reporting, tracking pipeline activity, and ensuring timely follow-up.
Role type
Analyst/Associate in Institutional Sales and Investor Relations
Builds
Investor reporting packages, executive dashboards, and CRM data hygiene for sales leadership
Domain
Alternative investments (private credit, PE, real assets) / Institutional Asset Management
Deliverable
dashboards & analysis
Required skills
Due diligence coordination, investor reporting customization, CRM data management, pipeline tracking, Excel/PowerPoint proficiency, stakeholder communication
Preferred skills
Experience in Investor Relations at alternatives platforms, familiarity with DDQs/RFPs, Salesforce experience, AI tool usage for workflow automation
Technologies
Excel, PowerPoint, Salesforce, AI-enabled tools
Responsibilities
Coordinate due diligence materials and Q&A processes; customize investor reporting and performance summaries; track client leads and maintain CRM data hygiene; support sales campaigns and prospecting coordination
Seniority
Junior to Mid-level, hands-on IC