At a Glance
- Tasks: Engage with institutional investors to gather insights and create impactful content.
- Company: Join a diverse and growing team at PEI Group in New York.
- Benefits: Flexible working arrangements and a supportive, inclusive environment.
- Other info: Great opportunity for career growth and networking in the finance industry.
- Why this job: Make a real impact in the private markets while building valuable relationships.
- Qualifications: 1-2 years in research or financial services, strong communication skills required.
The predicted salary is between 36000 - 60000 £ per year.
We at PEI Group are looking for a Senior Research Associate, Investor Engagement to join our welcoming, diverse and growing team in New York. The successful candidate will be tasked with speaking to institutional investors, across the U.S. and South America 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 in person and online.
Your main responsibilities will include:
- Market interactions: Building and maintaining relationships with private markets investment professionals through regular phone, email and in person communications.
- Content creation: Populating PEI’s structured database with information sourced from investors. Producing high-quality profiles and investor-intentions written content focused on LPs’ future investment strategies.
- Key relationships: Maintaining a trusted network of investors that can be re-engaged over time. Building relationships with editorial, sales, events and marketing staff members who are also tasked with working with institutional investors.
- Key success measures: Achieving key success measures in relation to the quality and quantity of outreach, including number of outbound calls/emails made and number/quality of successful interactions where proprietary information is sourced.
About You
Requirements:
- 1-2 years of professional experience gained in a research environment or in a similar financial services organisation.
- Demonstrated ability to work autonomously, conducting stakeholder interactions with minimal supervision.
- Excellent verbal and written communication skills.
- Working knowledge of financial markets preferably within the private markets’ asset classes.
- 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.
The role would suit individuals who are:
- Relationship-driven and motivated by building long-term partnerships.
- 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.
- Comfortable representing the Research & Analytics department at PEI's private market conferences, and other external industry events.
PEI Group is an equal opportunity employer. We welcome applications from everyone – regardless of background. If you require reasonable adjustments during the recruitment process, please inform us at initial stages of the recruitment process and we can accommodate this. PEI Group supports flexible working arrangements, and we welcome career returners.
Senior Research Associate - Investor Engagement in London employer: PEI
PEI Group is an exceptional employer that fosters a welcoming and diverse work environment in the heart of New York. With a strong emphasis on employee growth, we offer flexible working arrangements and encourage career returners, ensuring that our team members thrive both personally and professionally. Join us to engage with senior investment executives and contribute to meaningful insights in the private markets sector, all while being part of a company with high growth expectations.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Research Associate - Investor Engagement in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like PEI. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from PEI.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like PEI. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Research Associate - Investor Engagement in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in PEI and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show PEI how you can be a team player!
How to prepare for a job interview at PEI
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with PEI.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with PEI's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
