IM Private Markets Distribution Associate

2-5 years of experience in financial services, preferably in an institutional setting (private capital raising or private capital markets experience a plus)
Strong communication and relationship building-skills; team-oriented and collaborative
Ability to stay organized while staffed across various projects and fundraises, including multi-tasking and re-prioritizing on the fly
Motivated self-starter with “can-do” attitude and approach with attention to detail
Strong analytical and computer skills; solid Excel skills required for extensive data analyses
Strong ability to multi-task, comfort working in a team-oriented, collaborative environment
Knowledge of Tableau or other analytics programs a bonus, Salesforce experience a bonus
Series 7 and 63 Required, CAIA a plus

Develop client engagement content to facilitate both on and off-cycle Sales efforts across all PC&E strategies
Working directly with senior and junior members of the PMD team to assist in day-to-day tasks of managing various simultaneous fundraises
Creating presentation decks (internal and external), set-up of data room, completion of DDQs, diligence requests, and commitment data tracking
Tracking sales / marketing activities in the Salesforce system including detailed next steps on a per prospect basis
Leveraging alternative databases to run prospect searches and consolidate data / information, work with the findings to present in a comprehensive summary / report as appropriate
Provide regular updates to the respective sales teams on client activities, news, and searches related to PC&E fundraising efforts
Support Sales and Consultant Relations with prospect and client queries, due diligence requests, and roadshows
Maintain prospect lists for each private markets fundraising campaign
Management of marketing materials in close cooperation with Marketing, Compliance and Legal
Responsible for monitoring client engagement and capital raising reports across products

Knowledge of Tableau or other analytics programs a bonus, Salesforce experience a bonus
CAIA a plus