Investor Intelligence Executive

Macfarlanes; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Macfarlanes seeks a diligent Investor Intelligence professional to deepen expertise in private markets and contribute to a high-performing, international team. You will conduct market research, analyze fund-structuring trends and prepare insightful reports for private capital clients and industry press.

The role sits in our New York office and requires strong communication, presentation skills, and the ability to work across cross-functional teams in a transatlantic environment.

Qualifications

• Bachelor's degree in finance, economics, business, statistics or related field.
• 1–3 years’ experience in a finance-related field (e.g., consulting, investment analysis, financial journalism or investor relations).
• High attention to detail and accuracy; strong analytical skills.
• Strong written skills and ability to produce precise content; strong communication and presentation skills.
• Strong PowerPoint and Excel skills; CAIA or CFA qualifications desirable but not required.

Responsibilities

• Conduct research into trends impacting fund structuring and fundraising for US/AMER markets.
• Analyze research to produce and present written analysis for clients and industry press.
• Collaborate with marketing, BD and design to develop research and thought leadership pieces.
• Prepare and maintain strategic client reports on bespoke fundraising questions.
• Collaborate across practice areas to integrate legal expertise with market insights.
• Attend conferences and industry events in the US and internationally as an ambassador for the firm.

Skills

Finance analysis

Attention to detail

Excel

PowerPoint

Education

Bachelor's degree in finance

Tools

Market intelligence platforms

Job description

Macfarlanes is a pre-eminent law firm headquartered in London that serves a global client base in Private Capital, Private Wealth, M&A and Disputes. Personal connection, an entrepreneurial spirit and a commitment to excellence are at the heart of our firm. These values drive our ability to deliver exceptional outcomes for our clients.

We are big enough to undertake the most complex and demanding mandates yet small enough to know each other well and to be agile, adapting to the needs of our clients. We seek to strengthen the firm by recruiting talented people from all backgrounds who want to build long-lasting and impactful careers with us. Our culture is challenging and supportive, creating an environment where individuals can thrive.

What this means for you

Joining Macfarlanes means being part of a collaborative, approachable team who want you to succeed. You’ll be encouraged to get involved and recognised for your contribution.

We take your development seriously. Our learning and development programmes are second to none and are designed to help you strengthen your skills.

Above all, you’ll be part of a firm where we all work together as part of a cohesive and supportive team, value your efforts and help you to thrive.

The team

The Investor Intelligence function sits within the Macfarlanes Private Capital Solutions group, which provides a range of non-legal services to our private capital clients, complementing the legal advice we deliver across our core practice areas. 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 our 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 we 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 City office headed by our former managing partner, Julian Howard. The successful candidate will play a key part in expanding the function's coverage of the US and broader Americas investor landscape while ensuring our clients benefit from a seamlessly integrated, transatlantic service.

The role is expected to commence in Autumn 2026. We are looking for a self-starter who is motivated, entrepreneurial, highly organized and has a genuine interest in private markets. Candidates must be legally authorized to work in the United States.

The role

The role offers a unique opportunity to deepen expertise in the private markets industry and to make a meaningful contribution to a high-performing, genuinely international team.

Key duties will include

• 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;
• analyzing 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;
• partnering with our marketing, business development and design team to develop research and thought leadership pieces;
• preparing and maintaining strategic reports for clients on bespoke fundraising questions;
• collaborating with a variety of teams across our 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 our 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.

This job description encompasses the main duties of the role and is by no means exhaustive. It is anticipated that duties may vary from time to time according to the needs of the function.

This role is an in-office position in our NY City office.

The candidate

The successful candidate will meet the following criteria:

• Bachelor’s degree in finance, economics, business, statistics, data analytics, or a related field;
• 1–3 years’ experience in a finance-related field, such as consulting, investment analysis, financial journalism or investor relations;
• high level of attention to detail and accuracy;
• 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 communication and presentation skills;
• 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
• legally authorized to work in the United States (required).

Macfarlanes is heavily focused on training and development and is open to sponsoring relevant professional qualifications such as CAIA or CFA for the successful individual.

Application screening

Any offer of employment with us is subject to our pre-employment checks which are conducted by a third-party screening provider. The checks will include your employment references and professional and academic qualifications (and may include your grades) and criminal history. These checks will be initiated with your consent, and your CV will be sent to the provider by us. Your employment will be subject to the successful completion of these checks.

Our commitment to inclusion and EEO

Inclusion is one of our key priorities. We believe that an inclusive, forward-thinking culture is intrinsically important and enables us to provide innovative solutions to our clients.

We welcome applications from people of all backgrounds, bringing different perspectives and experiences, making Macfarlanes an exciting and stimulating place to work. We seek to recruit the best candidates, regardless of age, gender, race, ethnicity, social or economic background, religion, disability, sexual orientation or any other protected characteristic. We are proud to be an equal employment opportunity employer.

Should you require any adjustments or accommodations during the application and/or interview process, please do not hesitate to inform your recruiter or a member of the recruitment team at [e-mail]. Please note, the job description is available in other accessible formats (for example, large print).

From pro bono work to mentoring and sustainability, we focus on what matters. We use our skills and resources to make a positive difference, for our clients, our people and our communities.