At a Glance
- Tasks: Lead a team to engage with global institutional investors and gather valuable insights.
- Company: Join PEI Group, a dynamic business intelligence company with a diverse team.
- Benefits: Flexible working arrangements, inclusive culture, and opportunities for career growth.
- Other info: Collaborate with a talented team across global offices and enjoy a supportive work environment.
- Why this job: Make an impact in the private markets industry while developing your research skills.
- Qualifications: Experience in research, excellent communication skills, and a proactive approach.
The predicted salary is between 50000 - 65000 £ per year.
We at PEI Group are looking for a Senior Research Associate, Investor Engagement to join our welcoming, diverse and growing team in London. The successful candidate will be responsible for leading a team of researchers tasked with speaking to institutional investors globally to understand their private markets investment plans. The role is results‑driven, and the successful candidate will be tasked with interacting with the market and extracting digestible pieces of content for PEI’s client base. The role demands high levels of self‑motivation, the ability to lead by example, first‑rate organisational skills, excellent verbal and written communication and an ability to confidently interact with senior investment executives globally.
Your main responsibilities will include:
- Market interactions: Building and maintaining relationships with private markets investment professionals through regular phone, email and in person communications. Implementing effective strategies to gather a greater volume of highly valuable insights from the global investment community.
- Content creation: Populating PEI’s structured database with information sourced from investors. Writing high quality profiles of investors’ future investment plans.
- Key relationships: The Senior Research Associate, Investor Engagement will work with a team of research associates within the local office and will be expected to build relationships with colleagues in other offices. The Research Manager, Investor Engagement will also need to build relationships with editorial, sales, events and marketing staff members who are also tasked with working with institutional investors.
- Key success measures: The successful candidate will be responsible for achieving key success measures in relation to the quality and quantity of outreach. These measures will include number of outbound calls/emails made and number/quality of successful interactions where proprietary information is sourced. The successful candidate will also measure customer appreciation for the content created.
About You Requirements
The role would suit individuals who have:
- Professional experience gained in a research environment in a similar complex organisation.
- Excellent verbal and written communication skills.
- High levels of self‑motivation.
- The ability or willingness to learn the dynamics of the private markets industry to have informed conversations with its participants.
- An inquisitive nature and a proactive, methodological and enthusiastic approach to work.
- Working knowledge of financial markets preferably within the private markets asset classes.
The role would suit individuals who are:
- Results‑driven and motivated by achieving success for the team.
- Team‑oriented with the ability to take an agile work approach and be adaptable to change.
- Keen to be part of a business with high growth expectations.
- Confident to talk to senior private market executives about their investment plans on the phone and in person.
- Confident to work with colleagues across different business units.
About Us
PEI Group is a subscriber‑focused business intelligence company. With our multi‑talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.
PEI Group provides industry‑leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client‑communities together to enable knowledge sharing, profile building and relationship development through professional networks and events.
Wherever our markets are active – in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere – PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors.
At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this. PEI Group supports flexible working arrangements, and we welcome career returners.
Senior Research Associate, Investor Engagement employer: PEI Group
PEI Group is an exceptional employer, offering a dynamic and inclusive work environment in the heart of London. With a strong focus on employee growth and development, we provide opportunities for our team members to engage with global investment professionals while contributing to high-impact research initiatives. Our commitment to flexible working arrangements and a diverse culture ensures that every employee feels valued and empowered to succeed.
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We think you need these skills to ace Senior Research Associate, Investor Engagement
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at PEI Group, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at PEI Group
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
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✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with PEI Group’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.