Associate/Senior Associate, Business Management, Global Client Group

KEY RESPONSIBILITIES

• Overseeing the accuracy and completeness all fundraising data (commitments, opportunity pipeline, activity) as it relates to Family Investor, Retirement and Insurance Solutions clients.
• Analyzing trends and themes in fundraising data to help drive insight, business decisions and sales behaviors.
• Collaborating with India team to create and maintain a suite of management reports to track and monitor KPIs.
• Project managing key growth initiatives for the Family Investor, Retirement/DC and Insurance Solutions segments.
• Supporting the creation of long-term growth strategy plans.
• Partnering with internal stakeholders (Client Relationship Managers, Business Management, Client Strategy & Operations, Fundraise Management, Marketing, Product, Investment Solutions Group) to advance tactical and strategic assignments.
• Acting as a proxy for the Head of Channel Management where required.
• Assisting the Heads of Family Investor, Retirement/DC and Insurance Solutions teams as required.

Experience Required

• 5+ years’ experience in investment management, preferably with exposure to private markets.
• Direct exposure to a sales team with deep understanding of the client lifecycle, preferably with exposure to private markets.
• Extensive use of Salesforce, Excel and Powerpoint.
• Experience with visualization and analytical tools (e.g. PowerBI, Tableau).
• Exposure to and use of AI tools.

Competencies & Skills

• Strong analytical skills and comfortable managing large data sets.
• Highly numerate with financial acumen.
• Proficient user of technology.
• Exceptional communicator, both written and oral.
• Excellent organizer and planner.
• Able to build rapport and strong relationships quickly.
• Strategic thinker who is able to build consensus amongst colleagues.
• Self-motivated and proactive, identifying areas of risk or enhancement well in advance.
• Hard worker with high level of stamina.
• Able to operate in a fast-paced, team-oriented environment.

NY Salary Range

$125,000 - $150,000