Associate

Firm Overview: 

Agecroft Partners is a global, award-winning hedge fund consulting and marketing firm that works with six alternative investment funds at a time and helps them raise assets from institutional investors globally. On average, Agecroft has helped its clients raise over $1 billion per year. As a thought leader in the hedge fund industry, Agecroft frequently writes white papers on trends they see by leveraging the knowledge they gain through its extensive network of investor contacts. Additionally, Agecroft has emerged as one of the most sought after firms by industry conferences and the media for the company's views on the capital markets, hedge fund industry and institutional investors. 

Agecroft’s affiliate company, Gaining the Edge Alternative Investment Conferences, has had over 10,000 industry professionals attend its in-person and virtual events since 2013. These events bring together alternative investment managers (hedge funds, private equity, real estate, etc.) to meet with Gaining the Edge’s global network of leading, high-quality investors including, endowments, foundations, pensions, institutional consulting firms, insurance companies, OCIOs, fund of funds, family offices, private banks, among others. Gaining the Edge and Agecroft Partners have donated over $3 million to charities that benefit at-risk youth.

Position Overview: 

An Associate at Agecroft Partners and Gaining the Edge works closely with the sales team through attentive database management, thorough prospect research, operational support, and assistance in sales opportunities. This position coordinates directly with the Gaining the Edge team by planning industry cocktail receptions, capital introduction events, and educational webinars. This position comes with the opportunity to work toward earning the SIE, Series 7, and Series 63 exams.

The ideal candidate will be an efficient and attentive communicator, an eager and active salesperson, and deeply interested in alternative investments. New team members will be on-site five days a week in the Richmond office.

Duties:

• Conduct comprehensive research on prospective institutional investors (pension funds, sovereign wealth, endowments, family offices, etc.) and alternative investment managers (hedge fund, private equity, venture capital, real estate) to support lead generation.
• Maintain and update the CRM database with targeted prospect information, ensuring accuracy and relevance.
• Assist in email marketing and phone calls to engage prospects and drive attendance at events.
• Support the planning and execution of industry cocktail receptions, capital introduction events, and webinars.
• Provide general operational support and client services as needed.

Qualifications:

• Bachelor’s degree or equivalent, preferably in a related field (i.e. business, finance, economics, etc.)
• 0-2 years of relevant experience
• Strong interpersonal and communication skills 
• Interest in and knowledge of the alternative investment industry

After applying for this role, we will contact you if further information is desired or if you have been selected for an interview.