Fundraising Support Associate

Title: Investor Relations / Fundraising Analyst / Associate

Location: Boston, MA

Salary: $75,000 - $100,000 Base Salary + Annual Bonus

Client Summary:

Our client is seeking an Investor Relations / Fundraising Analyst / Associate to support investor relations and fundraising efforts. The position requires a strong analytical skill set, experience working with large data sets, and advanced proficiency in Excel and PowerPoint.

The Investor Relations / Fundraising Analyst / Associate will be responsible for:

• Supporting investor relations and fundraising activities
• Collecting, organizing, and evaluating large volumes of data
• Coordinating multiple projects while meeting ongoing deadlines
• Developing analyses and presentations using Excel and PowerPoint
• Working with large data sets, including VLOOKUPs and Pivot Tables
• Partnering with colleagues across a variety of initiatives
• Communicating and working with senior professionals across the firm

The Investor Relations / Fundraising Analyst / Associate should have the following qualifications:

• 2-4 years of experience in business development or sales support within investment management
• Strong analytical abilities and experience interpreting large amounts of data
• Advanced Excel and PowerPoint skills
• Experience working with large data sets, including VLOOKUPs and Pivot Tables
• Proven ability to balance competing priorities and meet deadlines
• Detail-oriented, proactive, and self-motivated
• Strong problem-solving skills and the ability to think creatively
• Ability to work effectively within a team and contribute across a broad range of responsibilities
• Series 7 and Series 63 licenses preferred; candidates not currently licensed must obtain them within the first 90 days of employment

Additional Information:

• Eligible for an annual bonus based on individual contribution, team performance, firm performance, and overall impact within the organization