Senior Associate (Investment Partnerships)

Atlantic Group; Massachusetts; Hybrid; USD 90,000 - 100,000; Full time

Job summary

A leading investment consulting firm is hiring a Senior Associate for their Investment Partnerships team in Essex County, MA. This role involves managing prospective investment relationships, conducting market research, and supporting outreach strategies. The ideal candidate has 2-4 years of relevant experience, a Bachelor’s degree in a related field, and strong analytical and communication skills. The position offers a hybrid work schedule with a competitive salary and bonus structure.

Qualifications

• 2-4 years in investment banking, private equity, consulting, or institutional investment research.
• Proficient with CRM systems and database management preferred.
• Understanding of private markets and institutional investment strategies.

Responsibilities

• Build and manage a database of prospective investment managers.
• Analyze asset classes and emerging trends.
• Organize outreach activities and maintain engagement with managers.
• Track meetings and follow-ups in the CRM for business development.
• Monitor market news and recommend follow-up actions.

Skills

Analytical skills

Communication skills

Detail-oriented

Quantitative skills

Education

Bachelor’s degree in Finance, Economics, or related

Tools

Microsoft Excel

Microsoft PowerPoint

CRM systems

Job description

Overview

Job Overview – Senior Associate (Investment Partnerships): Compensation: $90,000 – $100,000/year + bonus
Location: Essex County, MA
Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Senior Associate (Investment Partnerships) in Essex County, MA (Hybrid) with our client. You will support global investment sourcing, research market trends, manage CRM data, and coordinate outreach strategies. This role is ideal for professionals with experience in investment banking, consulting, or private markets who excel in relationship management, analysis, and strategic execution.

Responsibilities

• Prospect Sourcing: Build and manage a database of prospective investment managers and institutional partners to support sourcing efforts.
• Market Research: Analyze asset classes and emerging trends to guide the investment team’s outreach strategy.
• Outreach Coordination: Organize outreach activities and maintain consistent engagement with managers and industry contacts.
• Relationship Management: Track meetings, follow-ups, and prospect updates in the CRM to support business development.
• Industry Monitoring: Monitor market news and developments, recommending outreach or follow-up actions as needed.

Qualifications

• Education: Bachelor’s degree in Finance, Economics, or a related field required.
• Experience: 2-4 years in investment banking, private equity, consulting, or institutional investment research.
• Technical Skills: Proficient in Microsoft Excel and PowerPoint, with experience in CRM systems and database management preferred.
• Industry Knowledge: Understanding of private markets, asset management, and institutional investment strategies.
• Skills & Attributes: Analytical, detail-oriented professional with strong quantitative, writing, and communication skills, able to manage multiple projects effectively.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.