HighVista Strategies · 2 days ago

Relationship Management Analyst

Boston, MA

Full-time

Hybrid

Entry, Mid Level

1+ years exp

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Financial Services

Insider Connection @HighVista Strategies

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

Responsibilities

Provide standard and custom materials by request

Prepare for upcoming meetings and calls with consultants and prospective clients of the firm

Coordinate internal prep meetings, and liaise with attendees for materials and logistics

Compile biographies and prospect profiles, past meeting notes, and research on the prospect/consultant

Manage information within the CRM system (Backstop)

Conduct background research on prospects and products utilizing databases, monitor industry news sources, and work with the team to market map and coordinate outreach to prospective clients

Manage RFPs and due diligence requests including populating initial responses, delegating questions to subject matter experts, proofreading content, preparing appendices and relevant data, and facilitating completion

Coordinate event and conference preparation (i.e., registration, venue, HighVista attendees, seating charts, research on attendees, materials, etc.)

Maintain appropriate business development third-party subscriptions and liaise with vendor contacts, as needed

Qualification

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Investment managementProject managementMicrosoft OfficePowerPointExcelProblem-solvingHard-workingTeam playerFlexibleSelf-starterCollaborativeInterpersonal skillsBackstopCRM System