Analyst/Associate, Capital Solutions (Actis)
Skills
- Proficiency in Microsoft Excel and PowerPoint
- Experience with CRM systems (DealCloud preferred)
- Strong analytical and quantitative skills with attention to detail
- Investor research and prospecting (Preqin, PitchBook, public sources)
- Excellent verbal and written communication
- Highly organized, proactive, and collaborative
- Interest/knowledge in infrastructure, sustainability, and impact investing
Responsibilities
- Conduct institutional investor research using Preqin, PitchBook, LinkedIn, public plan sites and other sources
- Maintain and update investor data and engagement tracking in DealCloud (CRM)
- Support planning and execution of fundraising roadshows and investor events
- Prepare investor briefing materials, presentations, and meeting notes to support senior relationship managers
- Respond to investor queries with timely, accurate information and coordinate internal inputs
- Collaborate with Product Specialists and Investment teams to develop and refine marketing and client-facing materials
- Coordinate cross-functional stakeholders to ensure consistent external positioning of funds and strategies
Education
- Bachelor’s degree required (e.g., Finance, Economics, Engineering, Sustainability or related field)
- Advanced degrees or relevant certifications (MBA, CFA) preferred but not required
Benefits
- Competitive base salary ($110,000–$155,000) with annual discretionary bonus opportunities
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plan with employer matching
- Professional development and ongoing training opportunities
- Long-term incentive programs for eligible employees
- Inclusive, collaborative culture and opportunities for advancement
- Employee support resources for mental and physical health
Average salary estimate
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