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- 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.
- 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.
- Other info: Great opportunity for career growth and networking in the finance industry.
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
Contact Detail:
PEI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Research Associate - Investor Engagement in London
✨Tip Number 1
Get to know the company inside out! Research PEI Group's values, recent projects, and their approach to investor engagement. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll need to confidently discuss private markets with senior investment executives. Role-play with a friend or use our resources to refine your communication skills and ensure you can articulate your thoughts clearly.
✨Tip Number 3
Network like a pro! Attend industry events and connect with professionals in the private markets space. Building relationships now can give you a leg up when it comes to landing that Senior Research Associate role.
✨Tip Number 4
Don’t forget to follow up! After any interaction, whether it’s a call or an event, send a quick thank-you note. It shows professionalism and keeps you on their radar, which is crucial for building those long-term partnerships.
We think you need these skills to ace Senior Research Associate - Investor Engagement in London
Some tips for your application 🫡
Show Off Your Communication Skills: Since this role is all about interacting with investors, make sure your written application showcases your excellent communication skills. Use clear and concise language, and don’t shy away from demonstrating your ability to convey complex ideas simply.
Tailor Your Application: We want to see how you fit into our team! Tailor your CV and cover letter to highlight your relevant experience in research and financial services. Mention specific examples of how you've built relationships or gathered insights in previous roles.
Be Results-Driven: This position is results-driven, so make sure to include any metrics or achievements that demonstrate your success in previous roles. Whether it’s the number of successful interactions or projects completed, we love to see quantifiable results!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at PEI
✨Know Your Market
Before the interview, dive deep into the private markets landscape. Familiarise yourself with current trends and key players in the industry. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Practice Your Pitch
Since you'll be interacting with senior investment executives, practice how you present yourself and your ideas. Prepare a brief introduction about your background and why you're passionate about investor engagement. This will help you make a strong first impression.
✨Showcase Your Communication Skills
During the interview, demonstrate your excellent verbal and written communication skills. Be clear and concise in your answers, and don’t hesitate to ask clarifying questions if needed. This will reflect your ability to engage effectively with stakeholders.
✨Prepare Insightful Questions
Think of thoughtful questions to ask your interviewers about their strategies and challenges in investor engagement. This shows that you're proactive and genuinely interested in contributing to their goals, making you stand out as a candidate.