Marketing/Research Assistant

About the Role

This role will work closely with the Investor Relations team (25+ people) and the Credit Team (18+ people) in the firm's Midtown NYC office, operating under a hybrid work model. The position is ideal for a highly organized, detail-oriented professional interested in building a long-term career within investor relations, fundraising, and business development for an institutional asset manager.

Responsibilities

• Investor Relations & Capital Raising Support
  • Support the Head of Marketing, Sales & Investor Relations and broader business development team in ongoing capital raising initiatives.
  • Maintain and update CRM systems, investor databases, fundraising pipelines, and contact records.
  • Track investor interactions, meeting activity, follow-up items, and fundraising opportunities.
  • Coordinate investor meetings, diligence sessions, conference calls, and roadshow schedules.
  • Assist with investor onboarding and ongoing relationship management processes.
• Marketing & Communications
  • Assist in preparing investor presentations, pitchbooks, quarterly updates, fact sheets, and other marketing materials.
  • Coordinate review and approval processes with Legal and Compliance for external communications.
  • Support distribution of investor communications and marketing campaigns.
  • Maintain investor distribution lists and marketing databases.
• Research & Business Development Support
  • Conduct research on prospective investors, consultants, family offices, RIAs, pension plans, endowments, and other allocators.
  • Monitor industry developments and competitor activity within alternative investments and credit markets.
  • Assist with compiling market intelligence and fundraising analytics to support business development efforts.
  • Utilize CRM data to identify opportunities for proactive investor engagement and relationship expansion.
• Investor Events & Conferences
  • Coordinate conferences, investor events, annual meetings, roadshows, and client hospitality activities.
  • Manage attendee tracking, logistics, registrations, and follow-up communications.
  • Assist with preparation of meeting materials and investor briefing packages.
• Operational Support
  • Help coordinate responses to investor due diligence requests, DDQs, and RFPs.
  • Maintain organized repositories of marketing, legal, and investor-related materials.
  • Assist with internal reporting related to fundraising activity and pipeline management.
  • Participate in special projects supporting the growth of the firm's investor relations platform.

Requirements

• 2-5 years of experience supporting investor relations, fundraising, business development, marketing, client service, or research functions within an asset management or alternative investments environment.
• Experience working with institutional investors, consultants, family offices, wealth management platforms, or fund distribution teams.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple projects and competing priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Professional and client-focused demeanor.
• Strong analytical and research capabilities.
• Ability to take initiative and proactively identify opportunities to support fundraising efforts.
• Genuine interest in financial markets, investments, and institutional asset management.

Benefits

• Competitive annual salary ranging from $100,000 to $130,000 USD.
• Comprehensive benefits package to support your well-being.
• Opportunities for professional growth and development within a global financial services environment.
• Collaborative and supportive work environment in New York.
• Chance to work closely with a skilled and dynamic team.