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Company: Stifel
Location: New York, NY
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business and relationship management endeavours. This position is responsible for managing all matters related to office coordination.



What We're Looking For

  • Manage & schedule complex calendar requests, including making follow up phone calls as needed.
  • Plan travel arrangements and complex itineraries.
  • Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc.
  • Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to update and manage fund materials, support roadshow planning and logistics, update the database, run reports, be the "go to" person for the other MAs in relation to assigned funds, and produce/distribute presentations.
  • Answer phones, greet/receive guests, provide general support for office visitors, including ordering/catering meals and preparing expense reports.


What You'll Bring

  • Highly organized and able to prioritize.
  • Strong attention to detail and accuracy.
  • Ability to multi-task and manage time well in a fast-paced environment.
  • Strong written and verbal communications abilities.


Education & Experience

  • Minimum Required: High School Diploma or a combination of education and experience
  • Minimum Required: 5+ years' of support and office coordination experience with at least 3 years' support/office coordination experience in finance/investment banking or similar field.


Licenses & Credentials

  • Minimum Required: None


Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook
  • Proficient in Salesforce or other similar CRM platform


About Stifel

Eaton Partners, a Stifel Company, is one of the oldest, largest and most experienced fund placement agents in the world. The firm's purpose is to raise institutional capital for investment managers across a full range of alternative strategies – private equity, real assets, real estate and hedge funds/liquid products.  In addition, Eaton has a dedicated team focusing on general product advisory, secondaries, and directs. Eaton Partners has participated in raising over $130 billion of institutional capital across more than 175 highly differentiated investment funds. Eaton Partners was acquired by Stifel in January 2016.

 

With over 65 employees in ten offices worldwide, Eaton's reach is extensive and our dedication to capital raising is unparalleled. The team has strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the US, Europe and Asia Pacific. Eaton's investor network has a desire to invest substantial capital, with the average commitment of $50 million.

 

Eaton's deep sector knowledge and unrivaled insight into the private fund market across several asset classes allows the team to raise capital efficiently and effectively. Eaton thrives on working alongside the most innovative funds and consistently partners with the highest-quality fund managers.


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