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Strategic Accounts Analyst

3 months ago

New York, United States Apollo Full time

Position Overview

Apollo is seeking an Analyst to support the Strategic Accounts team within its Global Wealth Management Solutions (GWMS) business. GWMS is a vertically integrated sales channel within Apollo’s broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets. The Analyst will support the Strategic Accounts team members in their efforts to drive marketing and fundraising outcomes across key client accounts for the firm.

RESPONSIBILITIES:
- The role encompasses a broad spectrum of marketing and investor relations responsibilities, including:
- Support Strategic Accounts team throughout fundraising and prospecting process- Develop strong knowledge of private wealth landscape and target client/prospect base- Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues- Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy- Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis. Prepare ad-hoc reports as needed-
- Assist in tiering organizations in order of interest/priority- Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy- Support the updating of Customer Relationship Management database (CRM)- Support the updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate- Assist in the coordination and organization of events

Qualifications & Experience- Bachelor’s degree required- 1-3 years’ minimum experience in financial services industry- Prior experience working with bank platforms, RIAs or private wealth clients is preferred- Prior knowledge/work experience in alternative investments preferred- Working knowledge of CRM, preferably Salesforce.- Strong organization skills- Ability to communicate effectively both verbally and in written form- Must work effectively with other groups in the organization and collaborate as necessary- Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team- Discretion and ability to handle confidential, sensitive information-
- Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars

Pay Range

$100 - $120k