Exciting opportunity to join a leading private equity firm here in Miami. This role will directly support the investor relations team and have strong opportunities for career growth.
*This position is based in Miami*
Responsibilities:
- Tracking outreach in the CRM – responsible for maintaining and updating contacts / opportunities across all products
- Drafting introductory emails for their respective distribution individuals
- Understand and comply with regional marketing regulations
- Conduct distribution follow ups
- Proactive relationship management
- Draft briefing notes for all investor meetings
- Maintain global roadshow calendar and work with project management on forward-looking schedules
- Liaise with project management team to ensure timely due diligence response
- Maintain target distribution lists for products and events
- Sales analysis
- Sales management reporting – conversion rates, etc.
- Logistics: work with team administrators to book meetings and ensure travel arrangements are in place for roadshows / ad hoc meetings
Requirements:
- 2+ years of related experience
- Highly organized individual who can work well in a fast-paced environment
- Attention to detail / proficient writing skills given drafting both internal and external content
- Proficient in Word, Excel, and PowerPoint
- Experience managing CRM system
Seniority level
Associate
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Accounting
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