Responsibilities

• Develop a deep understanding of the Firm’s, and its affiliates strategies, investors, and positions.
• Customize Hubspot for all pipeline and upcoming investments, amendments, and payoffs. Be able to create customizable dashboards and reporting, and continue adapting throughout the lifecycle of an investment.
• Manage investor onboarding, change management, and liaison closely with our fund administrator and custody partners to update information and execute ad hoc investor requests.
• Maintain and expand the investor database utilizing Hubspot to ensure investor data is accurate and current for everyday use of the system and for reporting purposes.
• Assist in ad hoc projects and processes as needed, including the annual audit and valuation process with third-party partners and assistance with cross-function initiatives.
• Handle confidential and non-routine information with the utmost integrity.
• Manage workflow ensuring that deadlines are met, and work is completed correctly.
• Oversee and manage the configuration, maintenance, and hands-on creation of campaigns in Hubspot, ensuring strategic alignment and flawless execution.
• Ensure seamless integration and functionality of the technology stack, aligned with business objectives.
• Optimize investor relations, marketing, and sales processes to enhance efficiency, scalability, and effectiveness.

Requirements

• Bachelor’s Degree
• At least 3 years of experience owning CRM functions with preference given to those with the following HubSpot Certifications:
• HubSpot Marketing Hub Software
• HubSpot Sales Hub Software
• Inbound Marketing (or Inbound)
• 3-4+ years of experience in the asset management industry, either in an investor relations role or in a marketing/project management role
• Familiarity with alternatives/private fund marketing preferred
• Resourceful, driven, and creative problem-solver
• Has a start-up mindset and has the desire to roll up their sleeves
• Strong project management skills with ability to simultaneously handle multiple projects
• Excellent communication and presentation skills, with impeccable attention to detail
• High level of maturity and sound judgment
• Data analysis capabilities and AI/tooling proficiency for process modernization
• Advanced Microsoft Office skills, with an ability to become familiar with firm-specific software

Preferred

• HubSpot Marketing Hub Software
• HubSpot Sales Hub Software
• Inbound Marketing (or Inbound)
• HubSpot Certifications (Marketing Hub, Sales Hub)