A leading Private Equity firm is seeking a Product Associate to assist the larger Investor Relations and Product teams.
This is a highly important role to drive the efficiency of the broader team, so team players and data-minded candidates encouraged to apply!
- Maintain the firm's CRM and strategy
- Onboard and evolve CRM platform tools in collaboration with UI and tech teams
- Educate the IR team on the platform(s) to progress CRM usage and understanding
- Document processes and changes to communicate with all collaborative teams; maintain a user-focused approach
- 4+ years' experience in financial services
- Knowledge of CRMs required: Salesforce and/or DealCloud preferred
- Strong understanding of Excel and data analysis
- Experience working with an Agile team a plus