Associate, Americas Institutional Marketing, Strategy & Research (Hedge Fund)
Our client, a bulge bracket hedge fund, is seeking an Associate to join their growing Institutional Marketing team in LA.
17th March, 2020
Our client is a leader among global investment managers specializing in alternative investments, with $125 billion in assets under management as of December 31, 2019. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. The firm has over 950 employees and offices in 18 cities worldwide.
Job Description & Synthesis
We are looking to hire an individual who will report to the Head of Americas Institutional Marketing (“AIM”) to aid in further enhancing and developing internal reporting, analytics and business strategy for the Marketing Department. This candidate will be responsible for helping the Head of AIM execute on all of the team’s initiatives and will work alongside the Marketing Reps and the Global Marketing Strategy & Research team.
Responsibilities include, but are not limited to:
Evaluate AIM sales pipeline and fundraising performance across funds and complete reporting for management
Manage product campaign calendars and work with administrators in Marketing and portfolio management to track and report on regional roadshows
Work with Salesforce team to generate management and rep reports for the Head of AIM (e.g. fundraising, pipeline, meeting activity)
Help construct annual fundraising targets by strategy and channel for the AIM region
Create and maintain a system to manage RFP inbound activity
Create internal presentation materials in connection with AIM business plans, fundraising and other initiatives
Conduct market research and data manipulation, extraction and analysis from external databases, including, but not limited to Preqin, eVestment, FinSearch, Morningstar, Lipper;
Ensure client and prospect feedback is captured in our Client Relationship Management (“CRM”) system to ensure up to date data.
Liaise with regional strategy and research team members to ensure global coordination of department and firm initiatives
Perform other tasks and project work as assigned by the Head of AIM
Bachelor’s degree required with a minimum GPA of 3.5. Registration as a FINRA licensed representative a plus.
At least 2-3 years of experience at an Asset Management Company, Investment Bank or other related financial services company is required
Strong analytical background and project management skills
Familiarity with key databases including Salesforce, FinSearches, Preqin, eVestment and Market Lens
Experience managing and manipulating large amounts of data in Microsoft Excel
Proven track record working with individuals across various disciplines including Marketing, product specialists, portfolio managers, and IT teams to understand and define reporting requirements
Experience analyzing financial data and metrics with sufficient familiarity to recognize potential issues
Experience coordinating fundraising efforts and roadshows a plus