Analyst, Client Relations
Core
Support Product Specialists and Marketers in fundraising activities, client relationship management, and strategic growth initiatives for a multi-asset alternative investment platform.
Role type
Analyst, Client Relations
Builds
Marketing materials (PPMs, RFPs, DDQs), investor traction reports, and market positioning analyses
Domain
Alternative Investments / Private Credit / Structured Credit / Leveraged Finance
Deliverable
client delivery | product features
Required skills
Financial literacy, numerical analysis, written and verbal communication, attention to detail, Microsoft Excel/Word/PowerPoint proficiency, process automation
Preferred skills
Private/public markets knowledge (Leveraged Loans, High Yield Bonds, CLOs, Structured Credit, Private Credit), asset management or investment banking background, CAIA/CFA/IMC/ACA certification
Technologies
Microsoft Office Suite (Excel, Word, PowerPoint)
Responsibilities
Prepare high-quality marketing materials for client proposals and meetings; develop market positioning using fund and market statistics; monitor investor pipeline and create traction reports; support fundraising cycles; enhance team workflows and data quality; ensure marketing compliance
Seniority
Individual Contributor, Analyst level