Dartmouth Partners
The Senior Associate will drive the firm’s partnership strategy by researching, analysing, and identifying top independent investment managers across global private and liquid asset classes. The role focuses on deep market research, prospecting, outreach coordination, and delivering actionable insights to support new investment opportunities.
Responsibilities
- Build and manage a targeted database of prospective investment managers,
- Conduct deep research into strategic asset classes and emerging industry trend
- Coordinate outreach efforts and track prospecting activities across teams.
- Maintain CRM materials, track progress, and prepare presentations for senior leadership.
- Support senior team members and recommend outreach following new industry developments.
Experience
- At least 2 years' experience in asset management, investment consulting, fund of funds or expert network
- Excellent quantitative, analytical, and writing skills, with proficiency in Microsoft Excel and PowerPoint
- Strong interpersonal and communication skills, and good commercial skills