Analyst - Placement Agent (Remote with Travel)
Analyst - Placement Agent (Remote with Travel)

Analyst - Placement Agent (Remote with Travel)

London Placement 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Work closely with senior team members on fundraising processes and investor research.
  • Company: Join a dynamic firm focused on connecting clients with investors in the finance sector.
  • Benefits: Enjoy remote work flexibility and opportunities for travel to exciting events.
  • Why this job: Gain hands-on experience in finance while building valuable connections and skills.
  • Qualifications: 1-2 years in finance or consulting, with strong communication and organisational skills.
  • Other info: Perfect for those who thrive in a fast-paced, collaborative environment.

The predicted salary is between 36000 - 60000 £ per year.

Key Responsibilities:

  • Collaborate 1:1 with senior team members to manage fundraising processes for clients.
  • Conduct research and analysis on prospective investors and industry trends.
  • Prepare high-quality marketing materials, including pitch decks and investor memos.
  • Support client meetings and calls, ensuring smooth communication and follow-up.
  • Coordinate and participate in roadshows, investor meetings, and other travel-related events.
  • Maintain CRM systems and databases to track investor engagement.

Qualifications:

  • 1–2 years of experience in a professional setting, ideally in finance, consulting, or investor relations.
  • Exceptional communication skills, both written and verbal, with the ability to interact confidently and professionally with clients and investors.
  • Proven ability to work independently and handle tasks with minimal supervision.
  • Strong organizational skills and attention to detail.
  • Comfort with a remote work environment and willingness to travel as required.

Analyst - Placement Agent (Remote with Travel) employer: Dartmouth Partners

As an Analyst - Placement Agent, you will thrive in a dynamic remote work environment that fosters collaboration and professional growth. Our company prioritises employee development through mentorship from senior team members and offers unique opportunities for travel to engage with clients and investors directly. With a strong emphasis on communication and teamwork, we cultivate a supportive culture that values your contributions and encourages innovative thinking.
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Contact Detail:

Dartmouth Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Analyst - Placement Agent (Remote with Travel)

✨Tip Number 1

Network with professionals in finance and investor relations. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role and possibly refer you to opportunities at StudySmarter.

✨Tip Number 2

Familiarise yourself with current trends in fundraising and investment. Being knowledgeable about the latest developments will not only help you in interviews but also demonstrate your genuine interest in the field.

✨Tip Number 3

Practice your communication skills, especially in a remote setting. Consider mock interviews or role-playing scenarios to enhance your ability to convey ideas clearly and confidently, which is crucial for client interactions.

✨Tip Number 4

Get comfortable with CRM tools and data management systems. Familiarity with these platforms will show that you are prepared to maintain investor engagement effectively, a key responsibility of the Analyst role.

We think you need these skills to ace Analyst - Placement Agent (Remote with Travel)

Research and Analysis
Fundraising Process Management
Investor Relations
Marketing Material Preparation
Pitch Deck Creation
Exceptional Communication Skills
Client Interaction
Organisational Skills
Attention to Detail
CRM System Management
Remote Work Adaptability
Travel Coordination
Time Management
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in finance, consulting, or investor relations. Emphasise any roles where you've collaborated with senior team members or managed fundraising processes.

Craft a Compelling Cover Letter: In your cover letter, showcase your exceptional communication skills and provide examples of how you've successfully interacted with clients or investors. Mention your comfort with remote work and willingness to travel.

Highlight Research Skills: Demonstrate your ability to conduct research and analysis by including specific examples in your application. Mention any tools or methodologies you’ve used to analyse industry trends or prospective investors.

Showcase Organisational Skills: Detail your organisational skills in your application. Provide examples of how you've maintained databases or CRM systems, and how you ensure smooth communication during client meetings and follow-ups.

How to prepare for a job interview at Dartmouth Partners

✨Showcase Your Communication Skills

Since the role requires exceptional communication skills, be prepared to demonstrate your ability to articulate ideas clearly. Practice discussing your previous experiences and how you effectively communicated with clients or team members.

✨Research is Key

Conduct thorough research on the company and its clients. Understand their fundraising processes and recent industry trends. This will not only help you answer questions but also show your genuine interest in the role.

✨Prepare High-Quality Materials

As you'll be involved in preparing marketing materials, consider bringing examples of your previous work, such as pitch decks or investor memos. This will give you a chance to showcase your skills and attention to detail.

✨Demonstrate Your Organisational Skills

Be ready to discuss how you manage tasks and maintain organisation in a remote work environment. Share specific examples of tools or methods you use to keep track of projects and deadlines, especially in relation to CRM systems.

Analyst - Placement Agent (Remote with Travel)
Dartmouth Partners
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  • Analyst - Placement Agent (Remote with Travel)

    London
    Placement
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-04-23

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    Dartmouth Partners

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