Capital Introduction is a division of the Global Securities Services group that helps our hedge fund Prime Brokerage clients launch, grow and develop their businesses. Capital Introduction assists managers with many aspects of their interaction with investors, both existing and prospective. These include peer analysis / benchmarking, fund positioning, communication of the investment proposition, investor targeting and planning regarding new fund launches. Introductions to investors are facilitated both on a 1-on-1 basis as well as through a program of capital introduction conferences organised by the team throughout the year.
The team employs over 32 dedicated professionals in 6 locations globally.
The team in Bangalore is looking for an Analyst to join the team.
o Assist in the preparation of industry trends and developments documents on a monthly, quarterly and adhoc basis for distribution to the global team and clients;
o Prepare peer analysis for clients: Requires analyzing data to benchmark clients vs. a peer group;
o Client pitches: Prepare specific analyses for client pitches / presentations;
o Assist in project requests e.g. investor survey, flagship events, quarterly trends, peer analysis, client pitches;
o Prepare investor and manager summary information sheets;
Data Management and Tracking
o Track asset, performance and exposure information of clients. Update and maintain the global database;
o Update the CRM database with investor, manager contact details and introductions made by the global team;
o Track investor searches, queries and requests for introductions to clients;
o Assist and track the on-boarding process for clients and investors, including document management;
Prepare and coordinate mail merge lists for quarterly milestones, event invites, event save the dates, prepare call program lists, track responses and respond to login queries;
Assist the team in scheduling for events (potential to travel and assist at any of the global events).