Fund Development Analyst

JTC Group•Austin, TX
•Hybrid

About The Position

SALI is expanding its Reporting, Marketing, and Fund Development teams. The marketing and fund development teams draft new fund offering documents, develop marketing materials, and support SALI’s front office in driving topline revenue growth. The Fund Development Analyst creates and distributes fund-specific post-launch information, maintains marketing materials, supports fact sheet production and review, and helps maintain websites and portals. The role also supports fund development activities, including preparing and editing documents, tracking opportunities, and assisting with marketing calls and new opportunities.

Requirements

  • Bachelor’s degree in accounting, finance, economics, or a related field.
  • Effective written and verbal communication skills with key clients and partners.
  • Strong attention to detail.
  • Ability to work in a fast-paced, growth environment.
  • Ability to work effectively in a team environment and independently.
  • Strong organizational skills.
  • Flexibility to adapt to changing work priorities and assignments and ability to meet deadlines.

Responsibilities

  • Create and distribute fund-specific information through post-launch packages to interested parties.
  • Update SALI marketing materials and lead inbound marketing requests received through the SALI marketing inbox.
  • Assist the Marketing team with fact sheet production and delivery, marketing material review, and portal data integrity and migration.
  • Assist with the maintenance and review of SALI websites and portals.
  • Provide support to the Fund Development team, including drafting supplements, editing documents, incorporating edits, and tracking opportunities.
  • Assist the Chief Marketing Officer and Fund Development team with marketing calls and new opportunities by taking call notes, drafting emails, and providing deliverables.
  • Participate in team projects and responsibilities, including continual process improvement and data integrity.
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