Sales Support Analyst (Salesforce) for Investor Relations

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

Descripción de la vacante

Prospect Capital is seeking a Sales Support Analyst to bolster its Client Advisory team in New York. You will maintain investor records in Salesforce, prepare dashboards, and coordinate outreach campaigns to support fundraising and engagement efforts.

The role rewards organized, data-driven individuals with exposure to alternative investments and daily collaboration with senior leadership.

Formación

• Two to three years in financial services, client service, or sales support.
• Bachelor’s degree in business/finance/economics or related field.
• Strong Excel skills and data interpretation.

Responsabilidades

• Maintain investor and prospect records in Salesforce with accuracy.
• Prepare reports, dashboards, and pipeline summaries for leadership.
• Coordinate outreach and events, track outreach responses and engagement.
• Support investor research and develop targeted contact lists.

Conocimientos

Sales support

CRM (Salesforce)

Excel

Data analysis

Communication

Organization

Educación

Bachelor’s degree in business/finance/economics

Herramientas

Salesforce

PitchBook

Preqin

Bloomberg

Descripción del empleo

Prospect Capital is seeking a Sales Support Analyst to bolster its Client Advisory team in New York. You will maintain investor records in Salesforce, prepare dashboards, and coordinate outreach campaigns to support fundraising and engagement efforts.

The role rewards organized, data-driven individuals with exposure to alternative investments and daily collaboration with senior leadership.