Sales Support Analyst (Private Equity Business Development / Fundraising)

Role: Sales Support (Private Equity Business Development / Fundraising)

Location: London

Contract Type: Permanent (Full-time)

Office Based: 4 days per week

About Capital Dynamics:

Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and co-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 13 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 achieving strong results 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 Sales Support Analyst to join our Business Development (“BD”) team in the London office. Working alongside the Managing Director - Business Development, the Sales Support Analyst will provide assistance on a range of activities in support of product market and fundraising activities for all Capital Dynamics investment products. The ideal candidate is an organized, resourceful individual with experience providing support across a range of activities. In addition to supporting the Managing Director, the post-holder will work closely with team members across our broader BD, Product Development & Strategy (“PDS”), Marketing & Communications (“MarComms”), Client Relations (“CR”), Legal and Compliance, and Investment Management (“IM”) teams.

Key Tasks and Responsibilities:

• Provide support to the senior business development & sales professionals across a range of activities including but not limited to – meeting scheduling, diary management, travel arrangements, conference marketing support, meeting prep notes, and post-call notes etc.
• Conduct ongoing investor research to generate leads / identify new potential investors in support of the Managing Director.
• Monitor databases to identify investment searches - develop and maintain a tracking sheet outlining the status of all ongoing RFP searches.
• Monitor relevant industry databases, including Preqin, S&P MMD, etc., and manage the CRM (Microsoft Dynamics 365) on an ongoing basis, including weekly updates/clean-up.
• Liaise with the Product Development and Strategy (“PDS”) team to complete client DDQ (Due Diligence Questionnaire), RfP (Request for Proposals), and RFI (Request for Information) as necessary.
• Liaise with client relations, operations, fund accounting, and legal to collect responses to various client questions and provide a final draft to the Managing Director.
• Prepare marketing materials (e.g., due diligence presentations, ad-hoc requests) working alongside the Marketing, Legal, PDS, and Client Relations teams.
• Assist with the fund closing process - i.e., managing subscription documents and liaising with Legal, Tax, and Compliance.

Key Competencies and Experience:

• 2 to 4 plus years of experience in a sales support or investor relations role – ideally with an asset management, private equity, or institutional investment consulting firm, with a focus on private assets preferred, but not essential.
• Strong organizational, 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 one's own work and the work of others.
• Ability to work under tight timeframes and manage strict deadlines.
• Highly organized with great attention to detail.
• A strong networker with the ability to source opportunities independently.

Education and Qualifications:

• Undergraduate degree with a strong academic background.
• Exceptional proficiency in MS Word, MS PowerPoint, and MS Excel.

Languages:

Must be fluent in English and display superior writing skills. Proficiency in other languages, Spanish, German, French, Italian, or Arabic, is highly advantageous, though not essential.

Diversity & Inclusion:

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a diverse global workforce. We are a global company with 24 nationalities represented across our staff in 13 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, sexual 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.