National Accounts
Business Analytics, Analyst / Associate
Posted on 3/15/2023
iCapital Network

501-1,000 employees

Greenwich, CT, USA
Experience Level
Desired Skills
Business Analytics
  • Demonstrated ability to operate in a rapid growth environment
  • Strong proficiency in Microsoft Excel and Powerpoint
  • Knowledge of Salesforce and Business Intelligence systems, specifically Tableau
  • A team player who demonstrates commitment and dedication
  • Maintain a positive attitude and high-performance level with demanding and time sensitive initiatives
  • Strong verbal and written communication skills
  • Experience using technology to leverage branding and information flow to both internal constituents and external partners
  • Experience managing numerous, complex projects associated with several investment products and activities associated with launches and fundraises
  • Willing to travel as needed in support of client conferences and meetings
  • Desire to learn Alternatives Investment
  • Prepare key account briefings in support of relationship manager meetings and engagements
  • Develop and maintain distributor roadmaps for high priority key accounts (e.g., firm updates, product menu, research views, SWOT analysis)
  • Prepare information for national accounts meetings with GPs on product placement and support efforts
  • Help relationship managers scale communication and outreach plans, digital and in-person, for key centers of influence at targeted firms on items of importance (e.g., manager updates, new offerings, thought leadership pieces)
  • Update and maintain key distribution list for targeted firms to ensure CRM (Salesforce) is up to date and individuals are tagged appropriately
  • Assist relationship managers with white label set-up as required for Alternative Investments distribution focused national accounts firms
  • Assist relationship managers with RFI, RFP, and DDQ type inquiries pertaining to new or existing clients as needed for Alternatives Investment distribution focused firms
  • Work with Client Success team to elevate issues impacting distributor clients and ensure issues are addressed
  • Ensure that channel specific marketing content is posted
  • Support Business Manager with coordination and planning of various conference and due diligence events
  • Work on projects as directed by Head of Alternative Investments National Accounts