Access Holdings · 4 days ago
LEAD Analyst
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Financial ServicesVenture Capital
Insider Connection @Access Holdings
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
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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
Access Holdings is a Baltimore-based private equity firm that offers direct investment opportunities.
Funding
Current Stage
Early StageRecent News
2024-06-05
2024-05-07
Company data provided by crunchbase