Senior Research Associate - Investor Engagement

About The Role

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.

• Building and maintaining relationships with private markets investment professionals through regular phone, email and in person communications.
• Implementing effective strategies to gather a greater volume of highly valuable insights from the global investment community.

• 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.

• The Senior Research Associate, Investor Engagement role requires maintaining a trusted network of investors that can be re‑engaged over time.
• The successful candidate will also need to build relationships with editorial, sales, events and marketing staff members who are also tasked with working with institutional investors.

• The successful candidate will be responsible for achieving key success measures in relation to the quality and quantity of outreach.
• These measures will include the number of outbound calls/emails made and the number/quality of successful interactions where proprietary information is sourced.

The role would suit individuals who have:

• 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 a subscriber‑focused business intelligence company. With our multi‑talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high‑growth, high‑value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.

PEI Group provides industry‑leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client‑communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active – in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere – PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors.

At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this.

PEI Group supports flexible working arrangements, and we welcome career returners.