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HighVista Strategies
Boston, MA, United States
Firm Background HighVista Strategies is a Boston-based investment firm with approximately $10 billion in assets under management and 70 employees. We were founded in 2004 and have been managing funds since 2005 for a variety of institutional investors including sovereign wealth funds, endowments, foundations and pension funds, as well as family of
Job Source: HighVista StrategiesAtlantic Partners
Boston, MA, United States
Business Analyst Must have Investment Management exp. No H1 as need to convert at end of contrat Location: Boston The Business Analyst will work with all members of the Sales Tech team to implement and support projects and systems for all Distribution personnel. The primary focus of this position is the administration, enhancement, support and inte
Job Source: Atlantic PartnersCAPTRUST
Boston, MA, United States
Overview: CAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team in providing independent advice and customized service to clients. A competitive s
Job Source: CAPTRUSTHello Itsme
Woburn, MA, United States
HIM Customer Relationship Management Coordinator Job Opening Customer Relationship Management Coordinator Hello, It’s Me is an application soon to be made available on iOS, Android, and the web. The App provides a safe place for individuals with Intellectual and Developmental Disabilities (I/DD) to learn
Job Source: Hello ItsmeCambridge Trust Company
Boston, MA, United States
Relationship Manager - Wealth Management Summary: Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. Responsibilities: Manages assigned client relationships, including all aspects of openin
Job Source: Cambridge Trust CompanyHealth Advances
Newton, MA, United States
Health Advances is looking for a CRM Administrator to join our Business Solutions team. Description: Maintain Microsoft Dynamics CRM platform and applications; implement configuration changes; and provide support and training to users, including company executives. Participate in evolving the existing system as business needs change. Reports to Di
Job Source: Health AdvancesBank of New York Mellon Corporation
Boston, MA, United States
Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top ban
Job Source: Bank of New York Mellon CorporationBNY Mellon
Boston, MA, United States
Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top ban
Job Source: BNY MellonBoston, MA, United States
Description
Firm Background
HighVista Strategies is a Boston-based investment firm with approximately $10 billion in assets under management and 70 employees. We were founded in 2004 and have been managing funds since 2005 for a variety of institutional investors including sovereign wealth funds, endowments, foundations and pension funds, as well as family offices and private investors. We are employee-owned and led by a seasoned team that combines diverse investment experience and operational depth to provide the firm with robust capabilities in pursuing our investment mandates.
We strive to be the premier specialty alternatives firm and are focused on differentiated alternative investment areas. Our investment strategies combine a multi-disciplinary approach with principled risk management to deliver high alpha in each of our investment strategies. We have successfully invested across a wide array of market cycles and regimes. To do this, our investment team is organized into asset class verticals, investing across public and private markets. Today our platform includes unique capabilities in venture capital, private credit, private equity, biotechnology and other hedge fund and multi-asset strategies.
We believe that exceptional businesses are predicated on having great people. Our culture emphasizes respect, integrity, rigorous thinking, hard work, and a continuous drive for excellence in process and results. We value diversity in terms of skills, backgrounds, and opinions. We offer an excellent compensation and benefits package commensurate with experience, and an entrepreneurial work environment centered around team-based achievement.
Position Overview
HighVista is seeking to hire a Relationship Management Analyst focused on the firm’s new business development activities. The ideal candidate is a team player with experience working in a fast-paced environment, someone who is intellectually curious, collaborative, highly organized and able to manage multiple priorities. He/she will assist the team in many varied day-to-day aspects of new business development and investor relations including but not limited to: meeting coordination and preparation, investor requests and questionnaires, prospect mapping and pipeline management, and oversight of the firm’s Client Relationship Management (CRM) system.
Requirements
Responsibilities
· Provide standard and custom materials by request
· Prepare for upcoming meetings and calls with consultants and prospective clients of the firm
o Coordinate internal prep meetings, and liaise with attendees for materials and logistics
o Compile biographies and prospect profiles, past meeting notes, and research on the prospect/consultant
· Manage information within the CRM system (Backstop)
o Ongoing maintenance of CRM system to ensure all meetings, calls, and important correspondence are captured in the CRM system on a timely basis
o Maintenance of investor pipelines, distribution lists, and contact information in CRM system
· 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
Skills/Experience
· Bachelor’s degree required
· 1-4 years of experience in a similar role within the investment management industry
· Candidate must be able to work in the Boston office Monday through Thursday, but currently has the option to work from home on Friday
· Intellectually curious and demonstrated interest in the investment management industry
· Strong project management skillset and highly detail-oriented
· Team player with proven ability to collaborate across functions
· Flexible and able to manage multiple priorities as they evolve
· Self-starter who takes initiative
· Strong oral and written communication skills; excellent interpersonal skills
Fluency in Microsoft Office suite of products (particularly PowerPoint and Excel). Knowledge of Backstop or other CRM system is a plus
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Relationship Management Analyst jobs in Boston, MA, United States
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