Institutional Capital, Business Development, Client Service - Senior Associate
Core
Senior Associate supporting and cross-selling into the firm's largest institutional client relationships and establishing new strategic relationships within the Institutional Capital team.
Role type
Senior Associate, Institutional Capital Business Development
Builds
Institutional client franchise for alternative investments (Credit, Real Assets, GP Strategic Capital)
Domain
Asset Management / Institutional Capital
Deliverable
client delivery
Required skills
sales production, relationship management, commercial content creation, CRM management, due diligence coordination, product knowledge communication, cross-functional collaboration
Preferred skills
experience with global institutional allocators (public pensions, sovereign wealth funds, E&Fs, consultants)
Technologies
Salesforce
Responsibilities
Strengthen existing institutional client relationships; Identify new opportunities to grow institutional relationships; Coordinate with client service on product marketing, investment, operational due diligence, and onboarding; Maintain CRM (Salesforce) for investor information and task tracking; Create and distribute materials and curate responses to DDQs and RFPs; Collaborate with Product Specialists and subject matter experts on fund products and strategies; Coordinate with sales, marketing, and management teams on strategy and fund marketing.
Seniority
Senior, hands-on IC
