Sales Support Associate - Credit Fund

Our client, a leading credit fund in New York City, is seeking a Sales Support Associate to join their Investor Relations & Business Development team. This individual will support multiple strategies through RFP/DDQ preparation, CRM management, roadshow coordination, and investor materials. The role also involves market research, LP targeting, competitor analysis, and industry trend tracking. The firm values internal growth, with a strong track record of promotions.

They offer a flexible hybrid schedule, unlimited PTO, and two weeks per year to work remotely from anywhere.

• Prepare client presentations, RFPs/RFIs, DDQs, investor reports, and pitchbooks.
• Support investor prospecting, pipeline tracking, follow-ups, and roadshow coordination.
• Maintain investor lists and track meetings, follow-ups, and activity in Deal Cloud.
• Monitor industry trends and macro data to support client messaging.
• Conduct competitor and market research to aid business development efforts.

• 2 - 6 years of overall professional experience.
• 1 - 2 years of experience as a sales analyst working closely with relationship managers.
• Knowledge of the fundraising life cycle, CRM tools, investor prospecting, and related processes.
• Proficiency with CRM systems such as Salesforce; experience with Deal Cloud is a strong plus.

Disclosure:
The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.