Girls Who Invest · 2 months ago
Partnerships Associate - Asset Management
New York, NY
Full-time
Hybrid
Mid Level
$90K/yr - $100K/yr
3+ years expGirls Who Invest (GWI) is a nonprofit dedicated to transforming the investment management industry by attracting and advancing women investors, change-makers, and leaders. The Partnerships Associate plays a critical role in managing and supporting GWI's partner firm relationships and revenue, ensuring seamless partnership operational processes that enable GWI's partners to successfully engage with the mission, scholars, and alumni.
FinanceNon Profit
Responsibilities
Support programmatic engagement with GWI, including annual partnership renewals and securing internship opportunities for GWI programs
May eventually manage and grow a small portfolio of partners as lead with a revenue goal developed in conjunction with senior leadership
Support new partner development by assisting with identification and cultivation of prospective partner relationships including sending follow up materials, updating the leads tracker and participating in pitch conversations as appropriate
Assist the Director of Partnerships in executing the comprehensive partner revenue and engagement strategy, ensuring all tactical elements are completed on time
Support tracking progress toward annual partner revenue goals
Maintain and update prospect tracking systems with current status and next steps
Execute partner renewals process including preparation of renewal materials, commitment letters, and follow-up communications
Support material creation and slides to update Board and Advisory Board on partnership activity and revenue goals
Collect and organize data to support partner impact metrics and reporting; prepare regular reports on partner engagement and activity in conjunction with the Manager, Evaluation, Data and Technology
Support day-to-day relationship management for the full portfolio of GWI's existing Program Partners and potentially lead day-to-day management of your portfolio as the role evolves
Manage and execute partner engagement events and activities including participation in GWI panels, dinners, volunteering opportunities, and recognition initiatives under the guidance of the Director of Partnerships
Implement the Partner Communications Strategy by managing regular touchpoints, newsletters, updates, and acknowledgments in coordination with the Director of Communications and Marketing
Maintain partner contact list updates
Provide support for Leadership Circle partner management, including meeting coordination, materials preparation, and follow-up
Collaborate closely with the Career Advancement, Program, and Admissions teams to support partnership activities aligned with programmatic needs, including but not limited to the internship process
Execute systems and processes designed to scale partner engagement while maintaining a high-touch experience
Maintain organized documentation of all partner interactions, commitments, and deliverables
Help track Partnership revenue and support revenue reconciliation process with finance and accounting
Work collaboratively with the entire Partnerships and Giving team, providing support where needed to ensure team success
Qualification
Required
3-5 years of experience in partnerships, business development, fundraising, client relations, or related field
Client relationship management and/or donor engagement experience
Excellent written and verbal communication skills
Highly responsive to partner and internal requests with strong commitment to timely follow-through
Demonstrated track record of managing multiple projects and deadlines simultaneously with exceptional attention to detail
Outstanding organizational and project management skills with ability to create systems and processes that enhance efficiency
Proficiency with CRM systems and databases
Experience with Google Suite and Microsoft Office
Strong analytical skills with ability to work with data, create reports, and derive insights
Proven ability to work both independently and collaboratively as part of a team
Enthusiastic self-starter with a proactive attitude
Passion for GWI's mission and community
Preferred
Experience in asset management or financial services
Experience planning and executing client or donor events
Bachelor's degree
Benefits
Strong and competitive benefits package
Company
Girls Who Invest
Girls Who Invest is a non-profit organization dedicated to increasing the number of women in portfolio management.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$2MKey Investors
Apollo Opportunity Foundation
2024-03-08Grant· $2M
Leadership Team
Amalya Schwartz
Partnership Engagement Manager
Christina Kim
Head of Partnerships
Recent News
Business Wire
2024-04-08
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