Analyst, Capital Formation Group

& Key Responsibilities

Balbec is seeking an Analyst for its Capital Formation Group (Business Development & Investor Relations) to support the firm’s platform growth with a focus on marketing/client service. This highly visible role will support our investor base and assist with selling across client channels. This individual will also have the opportunity to drive new processes around client reporting, data/analytics, DDQs/RFPs, consultant database population, while engaging directly with our clients on a daily basis.

Responsibilities include:

• Develop and maintain a robust database of peer funds/strategies and market intelligence that assists the firm in having fact-based discussions regarding new product development
• Work with teams internally across investments, accounting, legal/operations and analytics to fulfill investor requests and marketing needs
• Provide sales support and client service across our commingled funds, managed accounts, and other bespoke or customized investment structures/solutions
• Manage prospect and existing client due diligence requests during the entire sales cycle
• Assist with the firm’s marketing materials and content across different strategies
• Drive project management of ongoing fundraising plans utilizing Salesforce and Excel to maintain client pipeline, along with other databases/tools to track investor progress across lifecycle (prospecting stage to final closing)
• Cultivate relationships internally and externally with both existing/prospective clients, leveraging professional networking, industry databases, vendor/media platforms, and other creative means
• Develop a thorough understanding of clients’ objectives, areas of interest, and constraints to thoughtfully present the firm’s offerings
• Collaborate on the development and updating of all materials, client deliverables and reporting, along with a focus on process improvements

Qualifications & Experience

• Bachelor's degree or equivalent (required)
• Detail oriented and organized with the ability to meet deadlines, prioritize, and simultaneously manage multiple projects
• Excellent oral and written communication skills with the ability to communicate effectively across internal and external functions
• Demonstrates confidence, maturity, creative thinking, and proactive nature
• 1-3 years in a relevant investor relations or client service role, preferably within an asset management firm or investment bank
• A self-starter with strong ability to work well in a team-oriented environment
• Strong quantitative, analytical, and fundamental valuation skills with proficiency in calculating, and formatting data in Excel
• Expresses energy and passion with an eagerness to learn and take on responsibility
• High level of proficiency in Microsoft Office, including Excel, PowerPoint, Word, Outlook, etc.