The Role
A global sustainable investment management firm with over $30B in AUM, are seeking to hire a proactive individual to join their Client Team in San Francisco. The Associate will play a key role in supporting the Client Team in its effort to both service and expand the firm’s private markets’ client base in North America. The Associate will interact closely with and act as liaison to the private market investment teams on behalf of the Client Team. Working within a team of 20 highly skilled and well-regarded colleagues spread across all offices, the Associate will be expected to develop their knowledge of all aspects of the firm’s investment strategies and processes, working closely, as well, with the legal and operations teams within the firm.
Responsibilities
- Functionally support investor relations and business development effort in North America for private markets’ strategies.
- Manage fundraising cycle and workflow diligently, maintaining a current CRM system.
- Develop a mastery of the firm’s investment strategies, processes, and philosophy and passionately articulate the firm’s capabilities with existing and prospective clients
- Become an expert on private markets’ strategies by integrating yourself within respective investment teams and synthesizing key updates to convey to Client Team.
- Support effort to expand the firm’s base of business via new business development / capital formation in North America.
- Identify new business prospects and cross sale candidates.
- Develop and execute Client Team’s strategic plan.
Ideal Background/ Qualifications Responsibilities
- Proven professional private markets investor relations and fundraising experience.
- Knowledge of financial markets, particularly private markets investing (e.g., Growth Equity and Private Equity).
- Advanced MS office and Power Point skills and experience working with a CRM system such as Salesforce would be beneficial.
- Strong reading and writing skills, with a demonstrated ability to craft bespoke responses to questions regarding all the firm’s business areas.
- Highly organized and detail oriented.
- A strategic thinker and process orientated, with a problem-solving attitude and eye for process improvements.
- Takes ownership on quality and timeliness of all work product; take initiatives in improving productivity and results.
- Ability to coordinate timely execution of a high volume of client requests/documents across various teams and time zones.
- A high degree of integrity, strong oral and written communication skills, and a strong sense of judgment.
- Passion for sustainability, particularly as it relates to investment management and the capital markets.
- A team player who can work collaboratively with colleagues in business development, investment teams, legal & compliance, finance & operations.
- A self-driven, professional manner with a positive outlook.