Coo Jobs

About The Position

Requirements

• Bachelor’s degree required
• 4+ years of experience in a similar role; financial services industry or B2B background preferred
• Excellent written and verbal communication skills; the ability to express ideas clearly and concisely and communicate effectively
• Advanced in MS Office (Word, Excel, PowerPoint)
• Ability to analyze data and create a narrative using data
• Meticulous attention to detail, accuracy and drive to deliver high-quality work
• Proactive mentality and ability to anticipate needs of the business
• High energy and self-motivation
• Proven ability to work well as part of a team
• Strong project management capabilities
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Responsibilities

• Developing strong relationships with Originators and providing them with best-in-class reporting and presentations to engage private equity (“PE”) sponsors
• Utilizing CRM data to build insightful reporting on covered sponsors; managing and monitoring the CRM system to ensure data accuracy in collaboration with the DL Data Team
• Conducting market intelligence to find relevant insights for the Originators and tracking competitor data such as people moves, fundraising, spin-offs and new businesses
• Creating, updating and distributing proprietary reports on a weekly, monthly and quarterly basis aimed at business development; responding to all ad-hoc business requests
• Coordinating relationship marketing activities by managing recurring content updates to improve sponsor relationships and supporting meeting and conference needs in partnership with the Marketing Team
• Manage internal initiatives focused on developing, coordinating and supporting team member participation in investor meetings

Benefits

• full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)