Requires a Masters degree or foreign equivalent in Business, Finance, or a related field, and 2 years of progressively responsible experience working as a Sales Executive or Investment Specialist in Financial Services or Private Equity, or in a related field. Alternatively, employer will accept a Bachelors degree or foreign equivalent in Business, Finance, or a relatedbr field, and 5 years of progressively responsible experience working as a Sales Executive or Investment Specialist in Financial Services or Private Equity, or in a related field. Experience must include Working in institutional investor clientfacing teams, specifically onboarding institutional investor accounts or bank partners, responding to client inquiries and due diligence questionnaires, reviewing legal offering documents, conducting investor update calls, and assisting with developing or updating investment pitchdecks; Private equity transaction execution or capital raises, writing investment summaries, reviewing legal contracts, participating in client pitches, conducting or facilitating research in private companies or funds; Acting as a liaison between internal and external stakeholders to launch new financials products or strategic initiatives; Onboarding and training Interns, Analysts or Associates; and Sourcing and analyzing financial data from internal inhouse proprietary applications or any of the public financial datasites such as Bloomberg, Factset, or Pitchbook. Employer will accept any suitable combination of education, training or experience.
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