Analyst OR Senior Analyst - Sales Support, (Private ...

Role: Analyst Senior Analyst - Sales Support (Private Equity Fundraising Capital Formation)Location: New York Contract Type: Permanent Role location: Hybrid (3 days in office)Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy and private equity (primaries, secondaries, and co-investments). Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy.The role:Capital Dynamics is seeking to hire an Analyst or Senior Analyst to provide business development and sales support to senior members of our US Business Development ("BD") - Sales team, which leads fundraising capital formation activities.The sales support professional will assist with a range of activities supporting the marketing of CD's investment products to institutional Limited Partners ("LPs"), Consultants, and third-party Wealth Management intermediaries.The ideal candidate will be a self-starting, organized, and resourceful individual with strong project management capabilities.They will ideally possess some private asset business development or investor relations experience, with proven ability to support multiple members of a salesbusiness development team with their relationship-building activities.Please note this is not an Investment transaction-related role.Key responsibilities:Partner with and support senior sales Directors on fundraising efforts across the entire investment platform - including calendar coordination, Limited Partners (LP) prospects research, conference marketing support, etc).Assist with inbound Limited Partners (LP) and Consultant requests across all strategies in a timely manner, in coordination with Product Development colleagues.Liaise with the Product Development team to complete RFPs RFIs and DDQs.Assist with the US fund closing process for Limited Partners (i.e. managing subscription documents and liaising with Legal, Tax, and Compliance teams).Monitor databases (including Preqin, S&P MMD, etc.) and populate and manage the CRM (Microsoft Dynamics 365) on an ongoing basis.Work with external sales support representatives to ensure meetings are within Compliance protocol (i.e., adhering to guidelines for all marketing to public pension funds).Prepare marketing materials (e.g., presentations, finals presentations, ad-hoc requests), alongside the PDS team.Skills and experience:Undergraduate degree with a strong academic background.Maximum of 12 to 24 months of experience at a private equity, asset management, or institutional investment consulting firm, with a focus on private assets preferred.Capable project and process management skills and the ability to work well with others and operate in an entrepreneurial environment.Exceptional attention to detail and ability to proofread own work and the work of others.Exceptional Microsoft Office skills (Excel, PowerPoint, and Word).Ability to work under tight timeframes and manage strict deadlines.SIE, Series 7 & 63 licenses are helpful, although not required; the successful candidate should be prepared to get securities licenses upon joining Capital Dynamics.Exceptional proficiency in MS Word, MS PowerPoint, and MS Excel.Must be fluent in English and display superior writing skills.Total Comp (base and bonus) - USD 90,000 to 100,000.Salary is determined by various factors including, but not limited to, relevant work experience, job-related knowledge, skills, abilities, business needs, and geographic regions. Capital Dynamics offers a robust suite of benefits including medical, access to a 401K, and paid time off and holidays.Candidates must be eligible to work in the US without Visa sponsorship and must be able to attend in-person interviews in the Capital Dynamics New York (Madison Avenue) Office.Diversity & Inclusion:Capital Dynamics is an Equal Opportunity Employer and is committed to creating a globally diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") are key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.

Created: 2024-11-06