Senior Analyst, Business Development
About The Position
The Senior Analyst, Business Development will play a critical role in supporting fundraising, marketing, investor relations, and internal engagement initiatives. This role requires a proactive, detail-oriented individual with strong analytical and organizational skills, capable of managing multiple priorities while working closely with the Director, Business Development and Associate, Business Development. The Senior Analyst will contribute to marketing material preparation, data room management, financial analysis, investor engagement, and industry research to drive the firm’s fundraising and strategic objectives. This role offers significant exposure to fundraising, investor relations, and strategic business development. The Senior Analyst will have the opportunity to work closely with senior leadership, gaining insights into private equity fundraising, portfolio analysis, and investor engagement strategies, with a pathway to increased responsibility over time.
Requirements
- Strong financial modeling and quantitative analysis skills (Excel proficiency required).
- Excellent written and verbal communication skills with strong attention to detail.
- Strong proficiency in PowerPoint; experience with Salesforce, IntraLinks, Preqin and Workiva is a plus.
- Ability to manage multiple projects in a fast-paced environment and work collaboratively across teams.
- Proactive, resourceful, and adaptable mindset.
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 1–2 years of experience in investment management, private equity, investment banking, consulting, or a related field.
Responsibilities
- Assist in the preparation and maintenance of marketing materials, including investor presentations, offering memoranda, strategy overviews, due diligence presentations, and fund-level cash flow forecasts.
- Coordinate updates across teams and ensure accuracy and consistency of investor-facing materials.
- Support the creation of fundraising presentations and memos, investor updates, and video content for distribution.
- Manage data room setup, document uploads, permissions, and ongoing organization.
- Maintain user access lists and ensure accurate configuration for new fund launches.
- Support the rollout and adoption of CRM application, including process improvements, integrations (Preqin, Salesforce), and reporting.
- Assist with preparation of fund forecasts, return analyses, and quantitative reports for investor or senior management requests.
- Respond to ad hoc data retrieval needs, ensuring accuracy and timeliness.
- Prepare presentations for internal stakeholders (investor relations memos, postmortems, strategy decks, leadership updates).
- Support responses to internal inquiries regarding portfolio statistics and organizational data.
- Conduct research on competitor strategies, fundraising materials, and fund terms.
- Develop benchmarking analyses using Preqin, PEI, PERE, and other industry resources.
- Maintain target lists and market intelligence to inform fundraising strategies.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
