Fund Development Analyst

Employment type: Permanent · Department: Fund Services · Division: Institutional Client Services · Workplace structure: Hybrid

About the role

SALI is looking to expand our Reporting, Marketing, and Fund Development teams. The marketing and fund development teams are responsible for drafting new fund offering documents, developing marketing material, and ensuring SALI’s front office continues to drive topline revenue growth.

Responsibilities

• Create and distribute fund specific information via post-launch packages to interested parties.
• Responsible for updating SALI Marketing material and serve as lead for inbound marketing requests from the SALI marketing inbox.
• Assist the Marketing team with fact sheet production and delivery, marketing material review, and portal data integrity and migration.
• Assist in the maintenance and review of the various SALI websites and portals.
• Provide support to the Fund Development team as necessary including drafting supplements, wordsmithing, incorporating edits to documents, and tracking of opportunities.
• Assist the Chief Marketing Officer and the Fund Development team with marketing calls and new opportunities by taking call notes, drafting emails, and providing deliverables.
• Participate in team projects, assignments, and team responsibilities such as continual process improvement and data integrity.

Requirements

• Bachelor’s degree in accounting, Finance, Economics, or a related field.
• Effective written and verbal communication skills with key clients and partners.
• Strong attention to detail.
• Ability to work in a fast paced, growth environment.
• Effectively work in a team environment but also able to work independently.
• Strong organization skills.
• Flexibility to adapt to changing work priorities and assignments and ability to meet deadlines.