Dartmouth Partners
Our client is a leading law firm within the private capital markets with a global client base. To support the continued growth of the business in the US, the firm is now seeking an Investor Intelligence Executive to join the Private Capital Solutions Group in New York.
Working within a growing and dynamic team, this role will focus on providing the firm’s clients with bespoke and tailored insights that link the commercial and legal aspects of fundraising, including accessing particular geographies, investor sub-sets and understanding market trends in order to help clients shape their products and fundraising strategies.
This role presents an exciting and unique opportunity for a highly analytical individual with excellent research skills to build an understanding of private markets and to develop a well-rounded skill set within a genuinely international team.
Key Responsibilities
- Conducting research into trends that impact fund structuring and fundraising from both a general partner (GP) and a limited partner (LP) perspective, with a particular focus on the US and Americas markets;
- Using this research to produce, review and present written analysis in a way that is engaging for the target audience, including clients, prospective clients and the industry press;
- Working with the marketing, business development and design teams to develop research and thought leadership pieces;
- Preparing and maintaining strategic reports for clients on bespoke fundraising questions;
- Coordinating with a variety of teams across the core practice areas (e.g. fund formation and sponsor solutions, tax, financial services regulatory, corporate and M&A) to obtain insights and integrate the firm’s legal expertise;
- Attending conferences and other industry events in the US and internationally as an ambassador of the firm;
- Growing and maintaining the client relationship management (CRM) system as the firm continues to build its US network; and developing relationships and credibility with internal and external stakeholders, including building the firm’s profile across the US GP and LP community.
Ideal candidate profile
- Experience working within a finance-related field (e.g. consulting, investment analysis, financial journalism or investor relations)
- High level of attention to detail;
- Excellent analytical skills, with the ability to develop hypotheses and reach conclusions within tight timeframes;
- Strong written skills with the ability to produce precise and thoughtful content (providing examples would be welcomed);
- Highly motivated, self starter who uses own initiative
- Solid PowerPoint and Excel skills;
- Completed or commenced CAIA or CFA qualifications (desirable but not a requirement)
- Experience working with market intelligence platforms is a plus
- Familiarity with the US institutional investor landscape
- Right to work in the United States (required)
