LEAD Analyst @ Access Holdings | Jobright.ai
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LEAD Analyst jobs in Baltimore, MD
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Access Holdings · 4 days ago

LEAD Analyst

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Financial ServicesVenture Capital

Insider Connection @Access Holdings

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Execute thorough market research to identify potential targets that meet the Access investment criteria
Design and execute digital marketing content and strategies in partnership with Portfolio Executives and Access Investment Professionals
Source and Originate platform investment and add-on opportunities via digital strategies to Founders, CEOs and other senior stakeholders
Participate in sourcing and origination discussions with Founders, CEOs and other senior stakeholders
Engage with senior industry executives as part of the research-driven Access investment approach
Develop and design executive-level reports, dashboards and board-level presentations
Managing stakeholder engagement to ensure that Access sourcing and origination strategies are current and properly leveraged
Developing a command of the Access digital tool capabilities to drive broader adoption and identify enhancement opportunities
Supports due diligence process
Runs outreach campaigns and manages M&A pipeline activity
Qualifies leads and coordinates with BD team industry resources
Conducts enrichment of leads
Creates outreach content

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Business developmentMarketingSalesProject managementPassion for investingLearning about new industriesFundamental financial conceptsWorking in a small entrepreneurial teamMicrosoft ExcelPowerPointEligibility to work in the U.S.Problem-solvingHard-working communicationCRMDigital Automation

Required

Bachelor's Degree
2-4 years of professional experience in business development, marketing or sales preferred
Exceptional project management experience
Passion for investing and learning about new industries
Strong communication skills
Understands fundamental financial concepts to evaluate deals
Demonstrated ability and interest in working in a small, entrepreneurial team
Competency in Microsoft Excel and PowerPoint
Must be eligible to work in the U.S. without requiring sponsorship now or in the future

Preferred

Experience with CRM and Digital Automation tools a plus

Company

Access Holdings

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Access Holdings is a Baltimore-based private equity firm that offers direct investment opportunities.

Funding

Current Stage
Early Stage

Leadership Team

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Kevin McAllister
Founder
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Michael Rodgers
Partner
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Company data provided by crunchbase
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