Analyst, Institutional Investor Coverage

Antares; New York (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Discretionary annual bonus

Medical, dental and vision coverage

401(k) with profit sharing

Parental leave

Job summary

Antares’ Americas Institutional Business Development team is focused on driving AUM growth through fundraising and investor relationships. The Analyst will support senior staff across CRM, meeting prep, and due diligence requests to advance fundraising efforts.

Responsibilities include coordinating road shows, maintaining the CRM, and collaborating with Product, IR, and Marketing to push strategic initiatives while interfacing with investment teams and legal/tax/operations to prepare materials.

Qualifications

• Bachelor’s degree in finance or a related area.
• Knowledge of direct lending or alternative credit is a plus.
• Willingness to pass Series SIE, Series 7 and 66 in the future.
• 1+ years in investment banking, asset management, or related support roles.

Responsibilities

• Support capital-raising initiatives, prepare due diligence requests, and meeting briefs.
• Monitor deployment activity and provide updates for team meetings.
• Regularly update CRM data accuracy.
• Participate in investor committee meetings and upload materials to databases.
• Collaborate with Product, IR, and Marketing to support strategic initiatives.
• Coordinate with multiple groups to prepare materials and onboard investment vehicles.

Skills

Excel

PowerPoint

Word

Verbal & written communication

CRM experience (Salesforce or Dynamics

Education

Bachelor’s degree in finance or related area

Tools

CRM databases (Salesforce / Microsoft Dynamics)

Job description

Job Description

Antares’ Americas Institutional Business Development team is a critical part of the firm, responsible for driving assets under management (AUM) growth through fundraising and the firm’s relationships with institutional investors.

The Analyst’s primary role is to support senior professionals across the team’s fundraising initiatives, helping to drive AUM growth by supporting business-building activities such as CRM management, meeting preparation and follow-up, and collaboration with partner groups to advance investor due diligence requests.

Responsibilities

• Participate in the preparation of capital raising initiatives, such as submitting prospective investor due diligence requests, coordinating road shows, and preparing meeting briefs.
• Monitor planned deployment activity across the institutional investor community and provide updates for weekly team meetings.
• Regularly update and monitor the CRM to ensure data accuracy.
• Participate in virtual pension fund investment committee meetings and review/upload relevant minutes and materials to internal databases.
• Collaborate with Product, IR, and Marketing professionals to support strategic initiatives.
• Coordinate with partner groups across the organization to obtain and synthesize information from the investment teams, performance, legal, tax, operations, finance, and accounting teams to prepare materials and onboard investment vehicles.

Qualifications

• Bachelor’s degree in finance or a related area
• Knowledge of or a strong interest in direct lending, leveraged finance, or alternative credit preferred
• Willingness and ability in the future to pass Series SIE, Series 7 and 66
• 1+ years of experience in investment banking, asset management, alternative investments, or a sales-support capacity preferred

Skills

• Highly proficient in Excel, PowerPoint, and Word
• Ability to clearly articulate viewpoint verbally and in writing
• Experience working within a CRM database (e.g., Salesforce or Microsoft Dynamics)
• Outstanding attention to detail with strong organizational and problem-solving skills

Competencies

• Passion for financial markets and knowledge of alternative investment products.
• Ability to collaborate and work effectively in a cross-functional team environment.
• Effective verbal and written communication skills.
• Ability to analyze investor databases and determine proper product positioning.
• Self-starter and comfortable working in a fast-paced, often unpredictable, and deadline-oriented environment.
• Flexibility to adjust to changing circumstances.
• Upholding ethical standards and integrity in all interactions.
• Highly motivated self-starter able to set priorities, multitask, and manage workload to meet aggressive deadlines.
• Takes initiative and works independently while demonstrating strong collaboration.
• Strategic thinking and decision making:
  • Demonstrates a baseline understanding of team, stakeholder and firm priorities and leverages resources to build appropriate industry expertise
  • Applies business understanding and an understanding of team goals to work product to execute tasks using a structured and logical approach and makes quality decisions within established guidelines
  • Is able to incorporate data and new information with guidance and escalates novel situations or cross-team issues appropriately
• Drives execution and results:
  • Keeps assigned work progressing by confirming expectations, prioritizing and managing tasks to deadlines and promptly surfacing barriers with possible solutions to ensure timely handoffs to downstream partners
  • Follows team standard operating procedures with a focus on relevant KPIs
• Cultivates strategic relationships and influence:
  • Establishes working relationships with peers and stakeholders and demonstrates awareness of those relationships when asking questions, analyzing information, sharing insights and delivering work product
  • Structures straightforward information effectively using a professional tone, responds promptly to requests and delivers assigned work aligned to expectations
• Fosters an inclusive culture and leads teams to achieve excellence:
  • Demonstrates inclusive behavior, engages respectfully with others and contributes to positive team culture
  • Demonstrates respectful collaboration and inclusive behavior by sharing information openly, supporting team discussions and problem-solving and aligning day-to-day work to shared goals to contribute to positive outcomes
• Masters oneself and demonstrates a growth mindset:
  • Builds personal effectiveness by responding to feedback and participating in learning opportunities
  • Demonstrates subject matter expertise and reliability in delivering results, earning trust from senior leadership, peers and teams
  • Takes ownership in challenging situations, provides clear guidance and motivates others by showing a commitment to success
  • Serves as a trusted advisor and role model with peers and stakeholders
  • Complies with all risk and regulatory requirements across the organization
  • Takes ownership over assigned work by adapting habits and maintaining focus under pressure during times of change with support
• Drives innovation:
  • Seeks ways to improve individual tasks and workflows that improve the quality and efficiency of their assigned work
  • Uses available data and tools to track progress and enhance insights according to established operating procedures

The Fine Print

• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check.
• Must be willing to work from the New York office and travel as necessary.

Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

#LI-hybrid

A reasonable estimate of the current base salary range at the time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is comprised of several components, including but not limited to applicant’s skill, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and the location of the position.

This role is eligible for a discretionary annual bonus (based on company, business unit and individual performance).

Our benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

Base Salary Range

$85.000 - $110,.000

To learn more, visit www.antares.com. Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.