Analyst, Institutional Investor Coverage

Antares•New York, NY

5d•$85,000 - $110,000•Hybrid

About The Position

Antares’ Americas Institutional Business Development team is a critical part of the firm, responsible for driving assets under management (AUM) growth through fundraising and the firm’s relationships with institutional investors. The Analyst’s primary role is to support senior professionals across the team’s fundraising initiatives, helping to drive AUM growth by supporting business-building activities such as CRM management, meeting preparation and follow-up, and collaboration with partner groups to advance investor due diligence requests.

Requirements

Bachelor’s degree in finance or a related area
Knowledge of or a strong interest in direct lending, leveraged finance, or alternative credit preferred
Willingness and ability in the future to pass Series SIE, Series 7 and 66
Highly proficient in Excel, PowerPoint, and Word
Ability to clearly articulate viewpoint verbally and in writing
Experience working within a CRM database (e.g., Salesforce or Microsoft Dynamics)
Outstanding attention to detail with strong organizational and problem-solving skills
Passion for financial markets and knowledge of alternative investment products.
Ability to collaborate and work effectively in a cross-functional team environment.
Effective verbal and written communication skills.
Ability to analyze investor databases and determine proper product positioning.
Self-starter and comfortable working in a fast-paced, often unpredictable, and deadline-oriented environment.
Flexibility to adjust to changing circumstances.
Upholding ethical standards and integrity in all interactions.
Highly motivated self-starter able to set priorities, multitask, and manage workload to meet aggressive deadlines.
Takes initiative and works independently while demonstrating strong collaboration.
Demonstrates a baseline understanding of team, stakeholder and firm priorities and leverages resources to build appropriate industry expertise
Applies business understanding and an understanding of team goals to work product to execute tasks using a structured and logical approach and makes quality decisions within established guidelines
Is able to incorporate data and new information with guidance and escalates novel situations or cross-team issues appropriately
Keeps assigned work progressing by confirming expectations, prioritizing and managing tasks to deadlines and promptly surfacing barriers with possible solutions to ensure timely handoffs to downstream partners
Follows team standard operating procedures with a focus on relevant KPIs
Establishes working relationships with peers and stakeholders and demonstrates awareness of those relationships when asking questions, analyzing information, sharing insights and delivering work product
Structures straightforward information effectively using a professional tone, responds promptly to requests and delivers assigned work aligned to expectations
Demonstrates inclusive behavior, engages respectfully with others and contributes to positive team culture
Demonstrates respectful collaboration and inclusive behavior by sharing information openly, supporting team discussions and problem-solving and aligning day-to-day work to shared goals to contribute to positive outcomes
Builds personal effectiveness by responding to feedback and participating in learning opportunities
Demonstrates subject matter expertise and reliability in delivering results, earning trust from senior leadership, peers and teams
Takes ownership in challenging situations, provides clear guidance and motivates others by showing a commitment to success
Serves as a trusted advisor and role model with peers and stakeholders
Complies with all risk and regulatory requirements across the organization
Takes ownership over assigned work by adapting habits and maintaining focus under pressure during times of change with support
Seeks ways to improve individual tasks and workflows that improve the quality and efficiency of their assigned work
Uses available data and tools to track progress and enhance insights according to established operating procedures

Nice To Haves

1+ years of experience in investment banking, asset management, alternative investments, or a sales-support capacity preferred

Responsibilities

Participate in the preparation of capital raising initiatives, such as submitting prospective investor due diligence requests, coordinating road shows, and preparing meeting briefs.
Monitor planned deployment activity across the institutional investor community and provide updates for weekly team meetings.
Regularly update and monitor the CRM to ensure data accuracy.
Participate in virtual pension fund investment committee meetings and review/upload relevant minutes and materials to internal databases.
Collaborate with Product, IR, and Marketing professionals to support strategic initiatives.
Coordinate with partner groups across the organization to obtain and synthesize information from the investment teams, performance, legal, tax, operations, finance, and accounting teams to prepare materials and onboard investment vehicles.