Private Capital Analyst

Private Capital Analyst

Requirements

• 0-2 years of professional experience
• An undergraduate BA/BS degree is required
• Demonstrated capability in professional communication, including writing, speaking, and presenting information in a clear and coherent manner
• Intellectual curiosity with critical thinking and deduction skills
• Some project management skills with a demonstrated ability to execute deliverables with speed and quality
• Well established and demonstrative skills with the Microsoft Suite

Responsibilities

• Track and report all business development activity across the Practice; keep Practice Leadership and individual Consultants informed on a regular basis and support knowledge sharing
• Acquire and utilize business intelligence through various online resources including Avention, BoardEx, Capital IQ, Bloomberg, Hoovers, Factiva, OneSource, MicroQuest, industry specific resources and company websites to support both proactive and reactive Business Development
• Track new deal flow and existing client portfolio compositions
• Support strategic client accounts through interaction with both H&S teams and client constituents
• Assist the Practice Management Director/Manager and Practice Leadership in marketing/branding initiatives
• Support the Practice’s competitive intelligence initiatives
• Create and support state-of-the-art Business Development tools and presentations with data and insights
• Build client and network tracking tools including third party advisors / partners
• Refine client dashboard and tracking tools for Account Managers
• Participate in discussions of research strategy and methodology with Executive Search Teams
• Ensure Search engagement teams are apprised of Practice-specific key resources and collaboration platforms
• Facilitate identification and capture of lessons learned
• Collaborate with the Practice Management Director/Manager; Search Associates/Analysts and other Practice Management Analysts from other Practices; and KMC Researchers and Data Quality Analysts aligned with the Practice
• Assist the Practice Management Director/Manager and Practice Leadership in managing target and key client accounts; support cyclic account reporting, account current awareness research, and direct support of Account Managers and Teams
• Assist in preparing materials for Practice calls and meetings; participate in Practice calls and meetings
• Collaborate cross-Practice and cross-firm to identify and promote the use of best Practices and knowledge sharing
• Develop strong internal relationships and personal network through collaboration and teamwork
• Support and facilitate proactive talent management and identification projects
• Maintain the accuracy, quality and integrity of all information in Latitude (firm CRM)
• Continuously acquire and apply knowledge of the Firm’s policies, search, research and assessment methodologies and service offerings
• Assist in the design, development and implementation of Consultant training and Learning & Development programs
• Read, curate and syndicate to appropriate audiences, relevant publications to stay current on business and marketplace trends and ensure that information is captured and shared with the Practice; support Practice members in developing system of personalized auto-alerts through resources available to the Firm
• Participate in relevant Functional/Industry Practice groups and conference calls
• Participate in local office or Firm initiatives and committees

Preferred Qualifications

• Prior exposure to professional services or private capital
• Proven success simultaneously managing multiple projects and working across teams
• Specific strength in prioritization managing multiple concurrent projects and completing high quality deliverables on time
• Some experience identifying market trends and researching information effectively through various channels
• Ability to analyze, organize and synthesize large volumes of information into insights
• Some exposure to working with Salesforce or other CRM highly preferred
• A team player – highly collaborative and congenial who defines success through ‘we’ vs. ‘I’ yet holds themselves to the highest standard
• Articulate and persuasive – can communicate difficult and complex matters in a straightforward, transparent manner
• Possesses the ability to maintain professionalism and honesty while building credibility, trust, and respect with internal clients
• Adheres to the highest ethical and professional standards
• Entrepreneurial with a penchant for continuous improvement and reinvention – able to respectfully challenge status quo
• Proactive and self-motivated – action bias with a strong sense of urgency
• Ability to grasp concepts quickly, think beyond traditional methods and express innovative ideas to leaders and teams
• Strong intellectual capacity – a continuous learner, highly analytical, good conceptual thinking skills
• Personal maturity and good judgment
• Results oriented, resourceful, tenacious and resilient