Jobs · Business Development · New York

Investor Intelligence Executive

Unify · New York, United States · 2 mo ago
Business DevelopmentFull-time

About the role

The Investor Intelligence function is part of the Private Capital Solutions group, which offers non-legal services to private capital clients. The Investor Intelligence team focuses on four areas: product development, term tracking, target markets, and specific investor research. They provide tailored insights that connect commercial and legal aspects of fundraising, helping clients shape their products and strategies.

Responsibilities

  • Conduct research into trends impacting fund structuring and fundraising from both GP and LP perspectives, with a focus on the US and Americas markets.
  • Create, review, and present written analysis that engages the target audience, including clients, potential clients, and industry press.
  • Work with marketing, business development, and design teams to develop research and thought leadership pieces.
  • Prepare and maintain strategic reports for clients on bespoke fundraising questions.
  • Collaborate with various teams across core practice areas to gather insights and integrate legal expertise.
  • Attend conferences and industry events as an ambassador of the firm.
  • Grow and maintain the CRM system as the team builds its US network.
  • Build relationships and credibility with internal and external stakeholders, enhancing the firm's profile among US GPs and LPs.

Requirements

  • Working experience in a finance-related field (e.g., consulting, investment analysis, financial journalism, or investor relations).
  • High level of attention to detail.
  • Strong analytical skills, able to develop hypotheses and reach conclusions within tight timeframes.
  • Strong written skills with the ability to produce precise and thoughtful content.
  • Strong PowerPoint and Excel skills.
  • Completed or commenced CAIA or CFA qualifications (desirable but not required).
  • Experience working with market intelligence platforms is a plus.
  • Familiarity with the US institutional investor landscape.

Qualifications

  • Right to work in the United States.

Skills

  • Research and analysis skills.
  • Written communication skills.
  • Project coordination and collaboration.
  • Client relationship management.
  • Industry event attendance and engagement.

Benefits

  • Opportunity to gain a comprehensive understanding of the private markets industry.
  • To develop a well-rounded skill set within an international team.

Pay

  • Competitive compensation package.

Schedule

  • Full-time position.

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