CRM Analyst

Prospect Capital Management; New York (NY); Presencial; USD 80.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, vision coverage

Life insurance & AD&D

FSA/HSA/Commuter accounts

Mentorship program

In-office meals

Descripción de la vacante

Prospect Capital Management is seeking a Sales Support Analyst to bolster its Client Advisory team. The role focuses on maintaining investor and prospect data in Salesforce, preparing dashboards and reports, and supporting outreach campaigns and event coordination.

Ideal candidates have 2–3 years in financial services or sales support, a Bachelor’s degree, and strong Excel and CRM skills. The position offers competitive base salary and comprehensive benefits, with growth opportunities within a

Formación

• Two to three years of experience in financial services, client service, sales support, investment operations, or related field.
• Bachelor’s degree in business, finance, economics, or a related field.
• Strong Excel skills and data interpretation.
• Experience using Salesforce or another CRM platform; familiarity with PitchBook/Preqin/Bloomberg is a plus.
• Excellent organizational skills and proactive multitasking ability.
• Strong communication and service-oriented mindset.

Responsabilidades

• Maintain accurate investor and prospect records in Salesforce, including contact information, outreach activity, and fundraising status; resolve missing information, inconsistencies, and duplicates.
• Prepare reports, dashboards, and pipeline summaries to track fundraising activity and investor engagement.
• Gather updates from team members, track outstanding items, and ensure records reflect current activity.
• Assist with investor and prospect research, develop targeted contact lists, and support outreach campaigns.
• Coordinate email marketing, events, and follow-up activities, including tracking responses and engagement.
• Serve as a day-to-day Salesforce resource to support reporting and activity tracking.

Descripción del empleo

Founded in 1988, Prospect Capital is an alternative asset management firm with $9.4B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward.

With offices in New York City, Connecticut, and Florida, the firm is comprised of 130+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement.

The Opportunity

Prospect’s Client Advisory team is seeking a Sales Support Analyst to support its capital raising and relationship management efforts. This individual will help maintain investor and prospect information, prepare reports, coordinate outreach, and keep the team organized and informed.

This role is well-suited to someone with a background in finance, client service, or sales support who is organized, comfortable working with data, and interested in alternative investments. You’ll use Salesforce and Excel regularly to support the team’s daily activities and improve how information is tracked and shared.

Responsibilities:

• Maintain accurate investor and prospect records in Salesforce, including contact information, outreach activity, and fundraising status; resolve missing information, inconsistencies, and duplicate records.
• Prepare reports, dashboards, and pipeline summaries to help the team and senior leadership track fundraising activity and investor engagement.
• Gather updates from team members, track outstanding items, and ensure records and reports reflect current activity.
• Assist with investor and prospect research, develop targeted contact lists, and support outreach campaigns.
• Help coordinate email marketing, events, and follow-up activities, including tracking responses and engagement.
• Serve as a day-to-day Salesforce resource for the team, applying strong familiarity with the platform to support reporting, track investor activity, and help colleagues use it effectively.

Desired Skills and Experience

• At least two to three years of experience in financial services, client service, sales support, investment operations, or a related field.
• Bachelor’s degree, preferably in business, finance, economics, or a related field, with working knowledge of financial concepts and an interest in alternative investments.
• Strong Excel skills and comfort organizing, reviewing, and interpreting data.
• Experience using Salesforce or another CRM platform preferred; familiarity with PitchBook, Preqin, or Bloomberg is a plus.
• Excellent organizational skills, attention to detail, and follow-through, with a proactive approach to managing competing priorities.
• Strong communication skills and a responsive, service-oriented approach, with the ability to work independently and collaboratively.

The anticipated annual base salary range for this position is $80,000 - $120,000 plus an annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.

In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.