PEI · 1 week ago
Senior Research Associate - Investor Engagement
New York, United States
Full-time
Onsite
Entry Level
$60K/yr - $70K/yr
1+ years expPEI Group is seeking a Senior Research Associate, Investor Engagement to join their diverse team in New York. The role involves interacting with institutional investors to gather insights on private markets investment plans and producing content for PEI’s client base.
Information Services
Hiring Manager
Jessica Love
Responsibilities
Building and maintaining relationships with private markets investment professionals through regular phone, email and in person communications
Implementing effective strategies to gather a greater volume of highly valuable insights from the global investment community
Populating PEI’s structured database with information sourced from investors
Producing high-quality profiles and investor-intentions written content focused on LPs’ future investment strategies
Maintaining a trusted network of investors that can be re-engaged over time
Building relationships with editorial, sales, events and marketing staff members who are also tasked with working with institutional investors
Achieving key success measures in relation to the quality and quantity of outreach
Number of outbound calls/emails made and number/quality of successful interactions where proprietary information is sourced
Qualification
Required
1-2 years of professional experience gained in a research environment or in a similar financial services organisation
Demonstrated ability to work autonomously, conducting stakeholder interactions with minimal supervision
Excellent verbal and written communication skills
Working knowledge of financial markets preferably within the private markets' asset classes
The ability or willingness to learn the dynamics of the private markets industry to have informed conversations with its participants
An inquisitive nature and a proactive, methodological, and enthusiastic approach to work
Relationship-driven and motivated by building long-term partnerships
Team-oriented with the ability to take an agile work approach and be adaptable to change
Keen to be part of a business with high growth expectations
Confident to talk to senior private market executives about their investment plans on the phone and in person
Comfortable representing the Research & Analytics department at PEI's private market conferences, and other external industry events
Company
PEI
We inform and connect investment professionals across global, specialised markets.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2018-06-08Acquired
Leadership Team
R
Richard O'Donohoe
Co-founder & Non-executive director
Tim McLoughlin
Chief Executive
Recent News
Institutional Investor
2025-04-24
2025-04-08
2024-10-27
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