Research Associate
Research Associate – Financial Services
The Company:
Preqin is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use Preqin’s online products to obtain key information for business-critical decision-making. Preqin’s clients include fund managers, legal firms, institutional investors, financial advisors and placement agents.
Primarily a data company; Preqin is also a fast-moving fintech with a strong growth record and a world-wide staff base. Owned by our founder, directors and employee shareholders, we care passionately about our customers, brand and the employees that make it all happen.
Team Overview:
The research team strives to ensure that Preqin’s coverage of the alternative assets industry is accurate, up to date and comprehensive. This person will sit within the global research team and the role presents an exciting opportunity for a self-motivated individual with a keen interest in finance to lead a team of Research Associates covering North American alternative assets, with a focus on one or multiple of the following asset classes: Private Equity, Venture Capital, Real Estate, Infrastructure, Private Debt, Natural Resources and Hedge Funds.
Role Overview:
The Research Associate will be contacting fund managers and institutional investors, building a relationship with them and gathering information on their activities in the space spanning investment preferences, funds managed, deals and performance data. Preqin’s clients expect and depend on the data to be of the highest quality, something you will be expected to contribute towards. Opportunities are also available to contribute towards the production of bespoke data analysis for Preqin users and the financial press as well as Preqin’s reports and publications. This is an exciting opportunity for a Research Associate to join Preqin’s research team tracking alternative assets fund manager and investor activity.
Roles and Responsibilities:
Engagement
· Call and e-mail fund managers and investors daily to obtain valuable, proprietary information that is used by our clients.
· Establish and maintain strong personal working relationships with key industry experts both locally and globally.
· Understand and effectively communicate Preqin’s value propositions.
Data Collection & Process
· Locate, track and make use of a variety of online and public sources to gather relevant information on industry entities and events.
· Update our fund manager and investor database with detailed company profiles containing key information such as investment preferences and targeted returns.
Data Quality
· Perform quality assurance for existing data and output from offshore teams.
Projects & Initiatives
· Produce bespoke data reports for clients and press outlets.
· Occasionally contribute to research reports, blogs and publications.
· Support team members with ad-hoc research projects.
Key Requirements for this Role:
- 1+ years professional experience, which may be in the form of an internship
- Bachelor’s degree; with a minimum of a 3.0 GPA
- Communication skills, both verbal and in written materials, targeting an audience up to and including senior executives
- A strong sense of urgency, as well as comfort making a high volume of outbound calls daily
- Excellent research abilities; exhibiting persistence, patience, and a keen eye for detail
- Strong team player with the ability and enthusiasm to work independently
- Proactive approach to dealing with issues, investigating anomalies and a desire to get to the bottom of a problem.
Desirable Requirements:
· Alternatives sector knowledge preferred
· Bachelor’s degree in a related field, such as Finance, Economics or Business
Company Benefits:
· Competitive Salary
· 19 vacation days paid annual (pro-rate from start date)
· 10 Federal holidays per year
· Medical, Dental, Vision, and Life insurance.
· 401 (K) with 100% company match up to 10%.
· Employee referral bonus program.
· Commuter benefits
· Sponsored study to undertake professional training or to gain qualification relevant to your career progression
· Maternity and Paternity leave
Covid 19 note
During the COVID-19 pandemic, Preqin has closed its offices and moved staff to work from home. Our primary goals are to ensure the safety of our employees, and to keep providing our clients with the best-in-class support they have come to expect from us. However, we have not slowed our recruitment activity due to the outbreak, and have adopted a remote interviewing, onboarding and training process. Our growth plans have not stopped, and we anticipate onboarding a significant number of staff in the coming months.