Verified Job
IT / Software / Data Analyst
Analyst, Business Development (Sales Support)
IT / Software / Data Analyst
#784781
Remote / WFH
Capital Dynamics
Job Description
Qualifications
Strong project and process management skills and the ability to work well with others and operate in an entrepreneurial environment
Exceptional attention to detail and ability to proofread and review your own work
Exceptional Microsoft Office skills required (Excel, PowerPoint, and Word)
Ability to multitask and work under tight timeframes / manage strict deadlines
Undergraduate degree with strong academic background
Exceptional proficiency MS Word, MS PowerPoint, and MS Excel
SIE, Series 7 & 63 licenses required; candidates who do not currently hold these licenses will be required to obtain them within 3 months of joining Capital Dynamics
Must be fluent in English and display superior writing skills
Proficiency in other language's; Spanish, German, French, Italian, or Arabic is highly advantageous though not essential
Benefits
USD 75,000 – 85,000, plus bonus and benefits
Responsibilities
The sales support Analyst will assist with a range of activities to support capital fundraising and the marketing of CD's products to institutional Limited Partners ("LPs"), consultants, and third-party wealth management intermediaries
The candidate will ideally bring some relevant industry contacts or a network in the institutional investor sector
The ideal candidate will be a highly organised, resourceful individual who can support various members of the US Sales team with their fundraising and relationship-building activities
This role will work closely with team members across our BD, Product Development & Strategy ("PDS"), Marketing & Communications ("MarComms"), Legal and Compliance, and Investment Management ("IM") teams
Support the Global Head of Sales with presentation creation, data analysis, market research, project management, and ad hoc initiatives
Respond to inbound LP and Consultant requests across all strategies in a timely manner, in coordination with the PDS team
Partner with PDS to complete RFPs and RFIs
Project manage virtual and on-site due diligence sessions (investment and operational), coordinating agendas, presentations, prep calls, and logistics across BD, PDS, and IM teams
Oversee the fund closing process, including subscription document management and coordination with Legal, Tax, and Compliance
Monitor external databases (Preqin, FIN Searches, etc.)
to identify investment searches and track RFP pipeline status; maintain and update CRM (Microsoft Dynamics 365) on an ongoing basis
Support senior sales representatives on fundraising efforts, including prospecting research, meeting prep, conference marketing, calendar coordination, and post-call notes
Ensure third-party sales activity complies with Compliance protocols, particularly for marketing to public pension funds; maintain a tracking sheet of all past and upcoming third-party meetings
Review the forward-looking US BD calendar and assist with preparation for meetings, conferences, and events
Prepare and refine marketing materials, including pitchbooks, finals presentations, and ad hoc materials, in partnership with PDS
Perform weekly CRM updates and data hygiene to maintain accurate pipeline information
Provide ad hoc project support to the PDS team and C-Suite as needed
Job description
About Capital Dynamics:
Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and direct investments) and clean energy.
Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 14 offices in Europe, North America, and Asia.
Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as in GRESB benchmarking for its clean energy strategy.
Analyst - Business Development (Sales Support) - Private Equity Fundsraising / Capital Raising
Location: New York
About Capital Dynamics:
Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and direct investments) and clean energy. Created in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 15 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as in GRESB benchmarking for its clean energy strategy.
Department Overview:
Capital Dynamics' Business Development team is responsible for the fundraising of every alternative investment product on the global CD platform, across various markets local to our Firm. Our team focuses on Institutional Limited Partners ("LPs"), including (but not limited to) Public Pension Funds, Private Pension Funds, Insurance Companies, Financial Institutions, Foundations, Endowments, Single Family Offices, Private Wealth investors (i.e., High-Net-Worth Individuals and the financial intermediaries that serve them, including Wealth Platforms, Broker-Dealers, Registered Investment Advisors, Multi-Family Offices, etc.).
Role Purpose:
Capital Dynamics is seeking a self-starting Analyst to join our US Business Development ("BD") Sales team in the New York office.
The sales support Analyst will assist with a range of activities to support capital fundraising and the marketing of CD's products to institutional Limited Partners ("LPs"), consultants, and third-party wealth management intermediaries. The candidate will ideally bring some relevant industry contacts or a network in the institutional investor sector.
The ideal candidate will be a highly organised, resourceful individual who can support various members of the US Sales team with their fundraising and relationship-building activities. This role will work closely with team members across our BD, Product Development & Strategy ("PDS"), Marketing & Communications ("MarComms"), Legal and Compliance, and Investment Management ("IM") teams.
Key Tasks and Responsibilities:
• Support the Global Head of Sales with presentation creation, data analysis, market research, project management, and ad hoc initiatives.
• Respond to inbound LP and Consultant requests across all strategies in a timely manner, in coordination with the PDS team.
• Partner with PDS to complete RFPs and RFIs.
• Project manage virtual and on-site due diligence sessions (investment and operational), coordinating agendas, presentations, prep calls, and logistics across BD, PDS, and IM teams.
• Oversee the fund closing process, including subscription document management and coordination with Legal, Tax, and Compliance.
• Monitor external databases (Preqin, FIN Searches, etc.) to identify investment searches and track RFP pipeline status; maintain and update CRM (Microsoft Dynamics 365) on an ongoing basis.
• Support senior sales representatives on fundraising efforts, including prospecting research, meeting prep, conference marketing, calendar coordination, and post-call notes.
• Ensure third-party sales activity complies with Compliance protocols, particularly for marketing to public pension funds; maintain a tracking sheet of all past and upcoming third-party meetings.
• Review the forward-looking US BD calendar and assist with preparation for meetings, conferences, and events.
• Prepare and refine marketing materials, including pitchbooks, finals presentations, and ad hoc materials, in partnership with PDS.
• Perform weekly CRM updates and data hygiene to maintain accurate pipeline information.
• Provide ad hoc project support to the PDS team and C-Suite as needed.
Key Competencies and Experience:
• 1 to 2 plus years of experience at an asset management or institutional investment consulting firm, with a preferred focus on private assets, but we are also open to applications from recent graduates.
• Strong project and process management skills and the ability to work well with others and operate in an entrepreneurial environment.
• Exceptional attention to detail and ability to proofread and review your own work.
• Exceptional Microsoft Office skills required (Excel, PowerPoint, and Word).
• Ability to multitask and work under tight timeframes / manage strict deadlines.
Education and Qualifications:
• Undergraduate degree with strong academic background.
• Exceptional proficiency MS Word, MS PowerPoint, and MS Excel.
• SIE, Series 7 & 63 licenses required; candidates who do not currently hold these licenses will be required to obtain them within 3 months of joining Capital Dynamics.
Languages:
• Must be fluent in English and display superior writing skills.
• Proficiency in other language's; Spanish, German, French, Italian, or Arabic is highly advantageous though not essential.
Base salary:
• USD 75,000 – 85,000, plus bonus and benefits.
Our Equal Opportunity Commitment:
Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 24 nationalities represented across our staff in 14 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, ****** orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.
Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
Disclaimer:
Due to the volume of applications we receive, we are only able to contact candidates who have been shortlisted for further consideration. If you have not heard from us within two weeks of submitting your application, please assume that your application has not been successful on this occasion. We appreciate the time you have taken to apply and encourage you to monitor our careers page for future opportunities.
Strong project and process management skills and the ability to work well with others and operate in an entrepreneurial environment
Exceptional attention to detail and ability to proofread and review your own work
Exceptional Microsoft Office skills required (Excel, PowerPoint, and Word)
Ability to multitask and work under tight timeframes / manage strict deadlines
Undergraduate degree with strong academic background
Exceptional proficiency MS Word, MS PowerPoint, and MS Excel
SIE, Series 7 & 63 licenses required; candidates who do not currently hold these licenses will be required to obtain them within 3 months of joining Capital Dynamics
Must be fluent in English and display superior writing skills
Proficiency in other language's; Spanish, German, French, Italian, or Arabic is highly advantageous though not essential
Benefits
USD 75,000 – 85,000, plus bonus and benefits
Responsibilities
The sales support Analyst will assist with a range of activities to support capital fundraising and the marketing of CD's products to institutional Limited Partners ("LPs"), consultants, and third-party wealth management intermediaries
The candidate will ideally bring some relevant industry contacts or a network in the institutional investor sector
The ideal candidate will be a highly organised, resourceful individual who can support various members of the US Sales team with their fundraising and relationship-building activities
This role will work closely with team members across our BD, Product Development & Strategy ("PDS"), Marketing & Communications ("MarComms"), Legal and Compliance, and Investment Management ("IM") teams
Support the Global Head of Sales with presentation creation, data analysis, market research, project management, and ad hoc initiatives
Respond to inbound LP and Consultant requests across all strategies in a timely manner, in coordination with the PDS team
Partner with PDS to complete RFPs and RFIs
Project manage virtual and on-site due diligence sessions (investment and operational), coordinating agendas, presentations, prep calls, and logistics across BD, PDS, and IM teams
Oversee the fund closing process, including subscription document management and coordination with Legal, Tax, and Compliance
Monitor external databases (Preqin, FIN Searches, etc.)
to identify investment searches and track RFP pipeline status; maintain and update CRM (Microsoft Dynamics 365) on an ongoing basis
Support senior sales representatives on fundraising efforts, including prospecting research, meeting prep, conference marketing, calendar coordination, and post-call notes
Ensure third-party sales activity complies with Compliance protocols, particularly for marketing to public pension funds; maintain a tracking sheet of all past and upcoming third-party meetings
Review the forward-looking US BD calendar and assist with preparation for meetings, conferences, and events
Prepare and refine marketing materials, including pitchbooks, finals presentations, and ad hoc materials, in partnership with PDS
Perform weekly CRM updates and data hygiene to maintain accurate pipeline information
Provide ad hoc project support to the PDS team and C-Suite as needed
Job description
About Capital Dynamics:
Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and direct investments) and clean energy.
Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 14 offices in Europe, North America, and Asia.
Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as in GRESB benchmarking for its clean energy strategy.
Analyst - Business Development (Sales Support) - Private Equity Fundsraising / Capital Raising
Location: New York
About Capital Dynamics:
Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and direct investments) and clean energy. Created in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 15 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as in GRESB benchmarking for its clean energy strategy.
Department Overview:
Capital Dynamics' Business Development team is responsible for the fundraising of every alternative investment product on the global CD platform, across various markets local to our Firm. Our team focuses on Institutional Limited Partners ("LPs"), including (but not limited to) Public Pension Funds, Private Pension Funds, Insurance Companies, Financial Institutions, Foundations, Endowments, Single Family Offices, Private Wealth investors (i.e., High-Net-Worth Individuals and the financial intermediaries that serve them, including Wealth Platforms, Broker-Dealers, Registered Investment Advisors, Multi-Family Offices, etc.).
Role Purpose:
Capital Dynamics is seeking a self-starting Analyst to join our US Business Development ("BD") Sales team in the New York office.
The sales support Analyst will assist with a range of activities to support capital fundraising and the marketing of CD's products to institutional Limited Partners ("LPs"), consultants, and third-party wealth management intermediaries. The candidate will ideally bring some relevant industry contacts or a network in the institutional investor sector.
The ideal candidate will be a highly organised, resourceful individual who can support various members of the US Sales team with their fundraising and relationship-building activities. This role will work closely with team members across our BD, Product Development & Strategy ("PDS"), Marketing & Communications ("MarComms"), Legal and Compliance, and Investment Management ("IM") teams.
Key Tasks and Responsibilities:
• Support the Global Head of Sales with presentation creation, data analysis, market research, project management, and ad hoc initiatives.
• Respond to inbound LP and Consultant requests across all strategies in a timely manner, in coordination with the PDS team.
• Partner with PDS to complete RFPs and RFIs.
• Project manage virtual and on-site due diligence sessions (investment and operational), coordinating agendas, presentations, prep calls, and logistics across BD, PDS, and IM teams.
• Oversee the fund closing process, including subscription document management and coordination with Legal, Tax, and Compliance.
• Monitor external databases (Preqin, FIN Searches, etc.) to identify investment searches and track RFP pipeline status; maintain and update CRM (Microsoft Dynamics 365) on an ongoing basis.
• Support senior sales representatives on fundraising efforts, including prospecting research, meeting prep, conference marketing, calendar coordination, and post-call notes.
• Ensure third-party sales activity complies with Compliance protocols, particularly for marketing to public pension funds; maintain a tracking sheet of all past and upcoming third-party meetings.
• Review the forward-looking US BD calendar and assist with preparation for meetings, conferences, and events.
• Prepare and refine marketing materials, including pitchbooks, finals presentations, and ad hoc materials, in partnership with PDS.
• Perform weekly CRM updates and data hygiene to maintain accurate pipeline information.
• Provide ad hoc project support to the PDS team and C-Suite as needed.
Key Competencies and Experience:
• 1 to 2 plus years of experience at an asset management or institutional investment consulting firm, with a preferred focus on private assets, but we are also open to applications from recent graduates.
• Strong project and process management skills and the ability to work well with others and operate in an entrepreneurial environment.
• Exceptional attention to detail and ability to proofread and review your own work.
• Exceptional Microsoft Office skills required (Excel, PowerPoint, and Word).
• Ability to multitask and work under tight timeframes / manage strict deadlines.
Education and Qualifications:
• Undergraduate degree with strong academic background.
• Exceptional proficiency MS Word, MS PowerPoint, and MS Excel.
• SIE, Series 7 & 63 licenses required; candidates who do not currently hold these licenses will be required to obtain them within 3 months of joining Capital Dynamics.
Languages:
• Must be fluent in English and display superior writing skills.
• Proficiency in other language's; Spanish, German, French, Italian, or Arabic is highly advantageous though not essential.
Base salary:
• USD 75,000 – 85,000, plus bonus and benefits.
Our Equal Opportunity Commitment:
Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 24 nationalities represented across our staff in 14 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, ****** orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.
Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
Disclaimer:
Due to the volume of applications we receive, we are only able to contact candidates who have been shortlisted for further consideration. If you have not heard from us within two weeks of submitting your application, please assume that your application has not been successful on this occasion. We appreciate the time you have taken to apply and encourage you to monitor our careers page for future opportunities.
