Investor Intelligence Executive

Unify; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Unify in New York is seeking a talented Investor Intelligence professional to join the Private Capital Solutions team. You will research trends shaping fund structuring and fundraising, with a focus on US and Americas markets, producing clear analyses for clients and internal stakeholders.

Working across cross-market projects with London colleagues, you will co-author reports, attend industry events, and help grow Unify’s US network while maintaining strong client relationships and credible

Qualifications

• Experience in a finance-related field (e.g. consulting, investment analysis, financial journalism or investor relations).
• High level of attention to detail.
• Strong analytical skills with the ability to develop hypotheses and reach conclusions quickly.
• Strong written skills with the ability to produce precise and thoughtful content.

Responsibilities

• Conduct research into trends impacting fund structuring and fundraising from GP/LP perspectives, focusing on US and Americas markets.
• Produce, review, and present written analyses for clients, prospects, and industry press.
• Collaborate with marketing, business development and design to develop research and thought leadership pieces.
• Prepare and maintain strategic client reports on bespoke fundraising questions.
• Coordinate with teams across fund formation, sponsor solutions, tax, regulatory, corporate and M&A to integrate insights.
• Attend conferences and industry events in the US and internationally as a firm ambassador.
• Grow and maintain CRM to expand the US network.
• Develop relationships and credibility with internal and external stakeholders, including elevating the firm’s profile in the US GP/LP community.

Skills

Research

Attention to detail

Analytical thinking

Written communication

Education

CAIA or CFA qualifications

Tools

PowerPoint

Excel

Job description

The team

The Investor Intelligence function sits within the Private Capital Solutions group, which provides a range of non-legal services to their private capital clients, complementing the legal advice. The Investor Intelligence team works with private capital managers, principally in private credit and private equity, across four pillars of focus: product development, term tracking, target markets and specific investor research. It does so by providing bespoke and tailored insights that link together the commercial and legal aspects of fundraising, including accessing particular geographies, investor sub-sets and understanding market trends, to ultimately help clients shape their products and fundraising strategies. Recent examples of their published work includes deep-dives into the German insurance market and mapping of the private wealth landscape across the French, UK, German and Italian markets.

The function has a strong and growing track record in London, where it has built deep expertise across a range of investor markets and are now seeking to grow and replicate this model in New York. This is an exciting opportunity for someone to become an integral part of the team alongside established London colleagues. On a day-to-day basis, the role involves joint projects and shared outputs, contributing to cross-market mandates and co-authoring research that draws on insights from both sides of the Atlantic. The successful candidate will be supported by the Investor Intelligence Lead and the established team in London and will sit within the New York office headed by former managing partner. The successful candidate will play a key part in expanding the function's coverage of the US and broader Americas investor landscape while ensuring their clients benefit from a seamlessly integrated, transatlantic service.

The role

The role is an ideal platform to build an understanding of the private markets industry and to develop a well-rounded skill set within a genuinely international team.

• conducting research into trends that impact fund structuring and fundraising from both a general partner (GP) and a limited partner (LP) perspective, with a particular focus on the US and Americas markets;
• using this research to produce, review and present written analysis in a way that is engaging for the target audience, including clients, prospective clients and the industry press;
• working with marketing, business development and design team to develop research and thought leadership pieces;
• preparing and maintaining strategic reports for clients on bespoke fundraising questions;
• coordinating with a variety of teams across core practice areas (e.g. fund formation and sponsor solutions, tax, financial services regulatory, corporate and M&A) to obtain insights and integrate our legal expertise;
• attending conferences and other industry events in the US and internationally as an ambassador of the firm;
• growing and maintaining client relationship management (CRM) system as we continue to build our US network; and
• developing relationships and credibility with internal and external stakeholders, including building the firm’s profile across the US GP and LP community.

The candidate

The successful candidate will meet the following criteria:

• working experience in a finance-related field (e.g. consulting, investment analysis, financial journalism or investor relations);
• high level of attention to detail;
• strong analytical skills, with the ability to develop hypotheses and reach conclusions within tight timeframes;
• strong written skills with the ability to produce precise and thoughtful content (providing examples would be welcomed);
• strong PowerPoint and Excel skills;
• completed or commenced CAIA or CFA qualifications (desirable but not a requirement);
• experience working with market intelligence platforms is a plus;
• familiarity with the US institutional investor landscape; and
• have the right to work in the United States (required).