Own day-to-day CRM hygiene across the U.S. coverage team, keeping all LP and consultant interactions, pipeline status, and relationship notes accurate and current.
Maintain segmented prospect lists and research new institutional targets across public and corporate pensions, sovereign wealth funds, endowments, foundations, and family offices, using AI-powered tools to accelerate profiling.
Track LP allocation trends, the competitive fundraising landscape, and consultant scoring activity, synthesizing findings into concise updates for the team.
Support annual fundraising plans, conference preparation, and tailored investment presentations led by coverage.
Requirements
1-3 years in alternatives fundraising, investor relations, or a closely related function.
Exposure to U.S. institutional investors (pensions, endowments, foundations, insurance companies) and/or investment consultants.
Working knowledge of alternative investment strategies, with a focus on public and private credit.
Hands-on experience with CRM systems and prospect research tools, and strong attention to data accuracy.
Practical familiarity with AI tools, large language models and AI-assisted research platforms, and the judgment to apply them without sacrificing accuracy.
A strong written and verbal communicator who distills complex information clearly and concisely.
Exceptionally organized and proactive, comfortable taking initiative in a fast-paced, team-first environment.
Professional presence, discretion, and sound judgment in client-facing situations.
Benefits
Base salary of $100,000
Eligibility for an annual performance bonus paid each December (pro-rated in 2026 based on start date)
Comprehensive medical, dental, and vision coverage starting day one
401(k) with employer match
Employer-funded life insurance and fully paid mental health support
25 days of paid time off (PTO) plus company holidays