Prepare client presentations, RFPs/RFIs, DDQs, investor reports, and pitchbooks.
Support investor prospecting, pipeline tracking, follow-ups, and roadshow coordination.
Maintain investor lists and track meetings, follow-ups, and activity in DealCloud
Monitor industry trends and macro data to support client messaging.
Conduct competitor and market research to aid business development efforts.
Job Requirements
2-6 years of professional experience.
Preferred background in investor relations or business development within a private equity or private credit investment firm.
Experience in investment banking, capital markets, or asset management is also valuable.
Familiarity with CRM systems, such as Salesforce; experience with DealCloud is a plus.
Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
36899
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At WhiteCap Search, we prepare Job Seekers for the next wave of their careers and Employers for the projected growth of their business. From companies looking to hire top talent to job seekers looking for the best next step in their career, WhiteCap Search is focused on finding the optimal fit for all parties involved.
We aim to connect Accounting, Financial Services, Corporate Services and Healthcare professionals with our clients by adding momentum to any job search or hiring process. Let us help you navigate the waters of the hiring marketplace.
Our client, a leading credit fund in New York City, is seeking a Sales Support Associate to join their Investor Relations & Business Development team. This individual will support multiple strategies through RFP/DDQ preparation, CRM management, roadshow coordination, and investor materials. The role also involves market research, LP targeting, competitor analysis, and industry trend tracking.The firm values internal growth, with a strong track record of promotions. They offer a flexible hybrid schedule, unlimited PTO, and two weeks per year to work remotely from anywhere.
Job Function
Prepare client presentations, RFPs/RFIs, DDQs, investor reports, and pitchbooks.
Support investor prospecting, pipeline tracking, follow-ups, and roadshow coordination.
Maintain investor lists and track meetings, follow-ups, and activity in DealCloud
Monitor industry trends and macro data to support client messaging.
Conduct competitor and market research to aid business development efforts.
Job Requirements
2-6 years of professional experience.
Preferred background in investor relations or business development within a private equity or private credit investment firm.
Experience in investment banking, capital markets, or asset management is also valuable.
Familiarity with CRM systems, such as Salesforce; experience with DealCloud is a plus.
Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.