Description
The Asset Owners team focuses on building and maintaining relationships with Limited Partners, institutional investors, and other allocators across the global alternative investment community.
Key Responsibilities
Relationship Building & LP Engagement
- Build and maintain relationships with prospective and existing LPs and institutional investors.
- Engage with investment professionals through phone, email, virtual and in-person meetings, and other outreach channels.
- Attend With Intelligence events, including travel where required, to meet and engage with LPs directly onsite and strengthen relationships in person.
- Develop a strong understanding of LPs' investment strategies, priorities, and areas of interest.
- Build trusted, long-term relationships and encourage ongoing engagement with With Intelligence and our products.
- Represent With Intelligence professionally and clearly communicate the value of our data, intelligence, products, and wider offering.
- Deliver a positive experience by responding to enquiries and supporting LPs throughout their relationship with With Intelligence.
LP Research & Market Intelligence
- Identify and research prospective LPs, institutional investors, and relevant investment professionals.
- Build and maintain targeted contact lists using internal data, research tools, and external sources.
- Research organisations and individuals to support personalised and relevant outreach.
- Develop an understanding of different investor types, including pension funds, endowments, foundations, family offices, sovereign wealth funds, insurance companies, and other institutional allocators.
- Stay informed about developments across alternative investments and the wider institutional investment market.
Investment Priorities & Data Collection
- Engage with LPs to collect and maintain accurate information on their investment priorities, strategies, and allocation plans.
- Build an understanding of LP investment activity across areas such as private equity, private debt, infrastructure, real assets, hedge funds, and other alternative asset classes.
- Support the ongoing refresh of LP information to ensure data remains accurate, relevant, and up to date.
- Work with internal teams to identify gaps in LP data and prioritise relationship-led outreach accordingly.
Cross-Functional Collaboration
- Partner with colleagues across Data, Editorial, Sales, and Events to strengthen LP engagement.
- Share relevant LP insights and feedback with internal stakeholders.
- Support initiatives designed to increase LP engagement across With Intelligence's products, research, and events.
- Identify opportunities to deepen existing LP relationships and increase engagement.
- Contribute ideas to improve outreach strategies, processes, and overall team performance.
CRM & Reporting
- Maintain high standards of data quality and attention to detail across all activities.
What We're Looking For
Education & Experience
- Bachelor's degree or equivalent experience.
- Recent graduates are encouraged to apply.
- Experience in a customer-facing, client services, business development, account management, recruitment, events, research, or relationship-focused role is advantageous.
- Previous financial services or investment industry experience is beneficial but not essential.
Communication & Relationship Skills
- Excellent verbal and written communication skills.
- Strong interpersonal skills with a natural ability to build rapport and develop professional relationships.
- Comfortable proactively reaching out to new contacts and developing relationships over time.
- Confidence engaging with investment professionals across different levels of seniority, organisations, and cultures.
- Ability to ask thoughtful questions, listen effectively, and understand an investor's priorities and areas of interest.
- Comfortable representing With Intelligence professionally at meetings and industry events.
Personal Attributes
- Proactive, organised, and eager to learn.
- Naturally curious and relationship-focused.
- Confident and comfortable initiating conversations with new contacts.
- Strong problem-solving skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Self-motivated with a positive and collaborative approach.
- Willingness to travel to With Intelligence events where required to meet and engage with LPs.
Technical Skills
- A genuine interest in financial markets, institutional investing, and alternative investments.
- Curiosity about how institutional investors allocate capital and make investment decisions.
- Enthusiasm for developing knowledge of the global LP and asset owner community.
Benefits
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in-class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards,small perks can make a big difference.
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