Tech Stack

Description

You will support the Wealth Sales and Fundraising Team by creating client presentations, managing data requests, and coordinating investor communications. You will also contribute to marketing efforts, manage CRM data, and conduct market research.

Requirements

• Experience in private markets, preferably client-facing
• Strong written and verbal communication in English
• 1-2+ years professional experience, ideally in wealth management
• Expert knowledge of MS Office Suite (Excel, PowerPoint)
• Familiarity with CRM systems, ideally Salesforce

Responsibilities

• Develop and maintain knowledge of product offerings and industry trends
• Create client presentations, market updates, and communications
• Prepare customized client-facing materials for requests and due diligence
• Support RFP and subscription processes, including third-party administrator engagement
• Manage investor portal access and CRM (Salesforce) data entry and reporting