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Analyst – Global Family Office
| Company | Apollo Global |
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| Location | New York, NY, USA |
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| Salary | $110000 – $135000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- Bachelor’s degree required
- 2-3 years experience in financial services industry
- Prior experience working with bank platforms or private wealth clients
- Strong organization skills
- Ability to communicate effectively both verbally and in written form
- Must work effectively with other groups in the organization and collaborate as necessary
- Discretion and ability to handle confidential, sensitive information
- Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
- Working knowledge of CRM, preferably Salesforce
Responsibilities
- Develop and maintain an ongoing, detailed understanding of territory, business plan and support needs
- Assist in developing and executing business plans for territory
- Ensure territory & product pipelines are coordinated across the team
- Maintain a thorough understanding of Apollo’s product suite
- Facilitate informational requests from clients/prospects and identify sensitivities/potential issues
- Work with sales and product team to provide support on team deliverables, including presentations, data management and bespoke projects for Sales professionals
- Assist the Client Solutions team in end-to-end sales process including prospective investor research and meeting preparation
- Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
- Utilize CRM data to support Apollo’s full product suite
- Research various databases and maintain internal CRM systems with up-to-date investor Information
Preferred Qualifications
- Prior knowledge/work experience in alternative investments preferred
