Job Title: Strategy Associate
About Our Client: Our client is a leading alternative asset manager with a dynamic approach to investing across various asset classes. They are dedicated to delivering strong risk-adjusted returns for their investors through innovative and disciplined investment strategies, and foster a collaborative and entrepreneurial work environment where employees are empowered to make a significant impact.
Job Description: Our client is seeking a highly motivated and results-driven Strategy Associate to join their team in Chicago. The ideal candidate will have at least 4 years of investment banking experience and a strong understanding of financial markets and investment strategies. This role offers a unique opportunity to contribute to the growth and expansion of the firm’s business development efforts, working closely with senior professionals and engaging with potential investors.
Key Responsibilities:
- Support the development and maintenance of relationships with existing and potential investors.
- Assist in preparing and delivering presentations, pitch books, and other marketing materials for investor meetings.
- Respond to investor inquiries and provide timely and accurate information.
- Conduct market research to identify new business opportunities and potential investors.
- Analyze market trends, competitive landscape, and investment strategies to support business development initiatives.
- Prepare detailed reports and analysis to inform strategic decisions.
- Create and update marketing materials, including presentations, brochures, and newsletters.
- Ensure all materials are consistent with the firm’s branding and messaging.
- Collaborate with internal teams to gather relevant data and insights for marketing materials.
- Assist in developing and executing business development strategies to expand the firm’s investor base.
- Identify and prioritize potential investor segments and outreach strategies.
- Track and report on the effectiveness of business development activities.
- Work closely with the investment, legal, and compliance teams to ensure alignment and support for business development activities.
- Participate in internal meetings and provide insights on market trends and investor feedback.
- Support special projects and initiatives as needed.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Minimum of 4 years of experience in investment banking experience or a similar role in financial services.
- Strong understanding of financial markets, investment strategies, and alternative investments.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Ability to create compelling and professional presentations.
- Strong analytical and problem-solving skills.
- High attention to detail and organizational skills.
- Ability to work independently and as part of a team in a fast-paced environment.
The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
