Sales Support Analyst

Prospect Capital • New York, NY

1d • $80,000 - $120,000 • Onsite

About The Position

Prospect Capital’s Client Advisory team is seeking a Sales Support Analyst to support capital raising and relationship management. The role maintains investor and prospect information, prepares reports, coordinates outreach, and helps keep the team organized and informed. It is suited to someone with experience in finance, client service, or sales support who is organized, comfortable working with data, and interested in alternative investments. Salesforce and Excel are used regularly to support daily activities and improve how information is tracked and shared.

Requirements

• At least two to three years of experience in financial services, client service, sales support, investment operations, or a related field.
• Bachelor’s degree, preferably in business, finance, economics, or a related field.
• Working knowledge of financial concepts and an interest in alternative investments.
• Strong Excel skills and comfort organizing, reviewing, and interpreting data.
• Excellent organizational skills, attention to detail, and follow-through, with a proactive approach to managing competing priorities.
• Strong communication skills and a responsive, service-oriented approach.
• Ability to work independently and collaboratively.

Nice To Haves

• Experience using Salesforce or another CRM platform.
• Familiarity with PitchBook, Preqin, or Bloomberg.

Responsibilities

• Maintain accurate investor and prospect records in Salesforce, including contact information, outreach activity, and fundraising status; resolve missing information, inconsistencies, and duplicate records.
• Prepare reports, dashboards, and pipeline summaries to help the team and senior leadership track fundraising activity and investor engagement.
• Gather updates from team members, track outstanding items, and ensure records and reports reflect current activity.
• Assist with investor and prospect research, develop targeted contact lists, and support outreach campaigns.
• Help coordinate email marketing, events, and follow-up activities, including tracking responses and engagement.
• Serve as a day-to-day Salesforce resource for the team, supporting reporting, tracking investor activity, and helping colleagues use the platform effectively.

Benefits

• 100% employer-paid premiums for medical, dental, vision, life, and AD&D insurance.
• Pretax benefit accounts, including FSA, HSA, and commuter accounts.
• Mentorship program.
• Daily in-office paid breakfast and lunch.
• Company-sponsored ski and sailing trips.
• Regular happy hours.
• Annual discretionary performance-based bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level