Alternative Sales Associate, Sales

Key Areas of Responsibilities

• Maintain a comprehensive CRM database of current and prospective LPs including detailed profiles of investment preferences, sector/geographic focus, interaction history.
• Segment investor base to align outreach strategies with LP interests and generate internal reports on pipeline progress.
• Track outreach & fundraising pipeline stages, including recording meeting notes, follow-up actions and next steps to ensure continuity in investor engagement.
• Prepare and distribute quarterly and annual LP reports, portfolio updates and market insights.
• Gather and synthesize investor sentiment; monitor competitor positioning and LP allocation trends; surface market intelligence to refine fundraising priorities, messaging, and materials.
• Frequent senior‑stakeholder and institutional LP interaction.
• Coordinate investor communications such as update calls, webcasts, and AGMs.
• Serve as the primary contact for LP inquiries and manage side letters and custom reporting in collaboration with finance & legal teams.
• Support capital raising by identifying and engaging prospective LPs, coordinating roadshows & investor meetings and managing due diligence processes including data rooms and DDQs.
• Oversee onboarding, subscription documentation and capital call communications in partnership with fund administrators.
• Create and maintain investor-facing materials including pitch decks, PPMs, teasers, and performance summaries.
• Prepare tailored meeting briefs, agendas, and follow-ups, ensuring consistency, accuracy, and alignment with the firm’s brand and strategy.
• Foster long-term LP relationships through personalized engagement and support.
• Plan and execute investor events such as AGM, LP summits and advisory board meetings, including logistics, content development, and post-event follow-up.
• Gather and relay investor sentiment and market intelligence to senior leadership.
• Contribute to IR strategy development and monitor industry trends, competitor positioning and LP allocation behavior to inform internal messaging and fundraising strategy.
• Lead ESG-related communications and reporting aligned with frameworks like UN PRI and GRI.
• Ensure investor materials and outreach comply with regulatory standards and coordinate with legal and compliance teams on updates.
• Leverage CRM platforms, investor portals, and digital tools (e.g. Webinars, virtual data rooms, analytics) to enhance investor experience, streamline reporting and personalize outreach.

Requirements

• Bachelor’s degree or above in Finance, Business, Economics or related field.
• Minimum 3 years of relevant experience in investor relations, fundraising or client-facing role within VC, PE or related alternatives.
• Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial reporting and investor communications.
• Proficient in Excel, PowerPoint and CRM platforms (e.g. Salesforce, Dynamo).
• Strong project management skills.
• Experience across both VC and PE environments.
• Knowledge of ESG frameworks and digital investor engagement tools.
• Strategic mindset, global exposure and a continuous learning approach.
• Excellent verbal and written communication skills.
• Licensing: SIE and Series 7 and Series 66; if not held, must obtain within 90 days of hire.

Salary Range

$80,000-$125,000

Stay informed on CITIC CLSA Job Opportunities

Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.