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Marketing & Client Services Analyst/Associate (San Francisco, CA)

TI Platform Management San Francisco, CA
  • Expired: over a month ago. Applications are no longer accepted.

The Marketing & Client Services Analyst/ Associate position is part of the Investment Department of TI Platform Management. The new hire will work closely with TI Platform Management team to assist in its Annual Conference, the marketing aspects of potential private market investment opportunities as well as research and analyze clients need and institutional investors. The day-to-day duties as well as the scope of responsibility for this position are listed below.


Main Responsibilities:

Conference & Event Management - 40%

  • Assist client relations team with institutional investor events and collaborate across teams to assist with the launch of 2020 annual conference
  • Assist the Investor relations & Investment team with the production of the 2020 Annual conference, marketing campaign and event planning.
  • Assist in mapping out new leads to expand the network and communication.
  • Assist with the execution of ticket sales & sponsorship
  • Assist the management team with the event page
  • Create marketing emails and event newsletter

Investor Outreach Communication & Operation Management- 40%

  • Assist on-boarding new clients to the platform.
  • Assist with marketing efforts of the alternative investment process through the Trusted Insight. Platform, in addition to assisting event management and marketing initiatives
  • Work closely with admin assistants to set up meetings and prioritize investor relationships
  • Assist with day to day operation efforts

Industry Analysis & Research - 10%

  • Assist the investment team in conducting industry research & research on investors.
  • Conduct interview with institutional investors, create custom content and write media communications to promote clients.

Operation Management - 10%

  • Assist with operation documents required to underwrite new investments.

REQUIREMENTS

Required Skills and Experience:

  • Exceptional writing and analytical skills
  • Previous operating experience and client services experience in high growth startups is required
  • Bachelors degree required.
  • Outstanding analytical skills, detail-oriented, proactive and self-motivated.
  • Strong knowledge of Excel including advanced functions.
  • Experience with client services and operations
  • Ability to produce well designed professional looking Powerpoint presentations.
  • Ability to call investors & communicate the ideas
  • Strong written & verbal communication skills and a good team player
  • 2-5 years of experience

Requirements

Required Skills and Experience:

  • Exceptional writing and analytical skills
  • Previous operating experience and client services experience in high growth startups is required
  • Bachelors degree required.
  • Outstanding analytical skills, detail-oriented, proactive and self-motivated.
  • Strong knowledge of Excel including advanced functions.
  • Experience with client services and operations
  • Ability to produce well designed professional looking Powerpoint presentations.
  • Ability to call investors & communicate the ideas
  • Strong written & verbal communication skills and a good team player
  • 2-5 years of experience

Benefits

Available upon request

TI Platform Management

Address

San Francisco, CA
USA