Distribution Analyst

We are seeking a highly motivated and detail-oriented professional to join our team in supporting distribution efforts across active private placement mandates.

The selected candidate will support the sales and marketing operations of the firm, with responsibilities spanning investor targeting and distribution, outreach coordination, activity tracking, and CRM management. This position will work closely with senior team members, offering meaningful exposure to private equity clients, institutional investors, and real estate capital markets.

Candidates must demonstrate a proven history of succeeding in a mostly remote or hybrid environment, with strong organizational skills, reliability, and communication.

Key Responsibilities:

• Support active fundraising and advisory mandates across multiple private equity real estate strategies
• Support all aspects of the distribution process, including investor outreach coordination, target list development, activity tracking, and CRM (DealCloud) management
• Coordinate and help execute email campaigns, investor updates, and meeting preparation
• Create, maintain, and audit investor and LP databases
• Prepare and manage distribution communications and reporting
• Coordinate investor outreach logistics, including: scheduling calls and meetings with prospective investors, managing client roadshow schedules, and travel lists distribution
• Attend client/LP meetings and calls, as well as networking events and conferences.
• Conduct investor and market research to support fundraising and business development initiatives
• Partner closely with senior team members to manage timelines, deliverables, and client expectations

Key Skills and Qualifications

• Bachelor’s degree required
• Approximately x-x years of relevant experience, preferably at a placement agent, institutional investor, investment manager, or consulting firm
• Strong preference for candidates with private equity real estate experience
• Series 7 license preferred but not required
• Demonstrated ability to work independently and succeed in a remote/hybrid environment
• Highly motivated, driven, and proactive
• Exceptional organizational skills with strong attention to detail and ability to manage multiple deadlines
• Client and investor-facing mindset with excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); CRM experience strongly preferred