Strategic Accounts Business Analyst

3 days ago


New York, New York, United States Apollo Inc Full time
Job Title: Strategic Accounts Analyst

Apollo Inc is seeking a highly skilled Analyst to support the Strategic Accounts team within its Global Wealth Management Solutions (GWMS) business.

The GWMS business 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 play a critical role in supporting the Strategic Accounts team members in their efforts to drive marketing and fundraising outcomes across key client accounts for the firm.

Responsibilities:
  • 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
  • Send detailed meeting follow up emails including any relevant customized data or research to clients and prospects
  • 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
Pay Range:

$100 - $120k

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.



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