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.