Analyst - Investor Services
Harrison Street Asset Management is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies. They are seeking an Analyst to join the Investor Services team, where the individual will support fundraising efforts, enhance client service, and contribute to departmental initiatives.
Responsibilities
- Direct involvement in the day-to-day fundraising process; collaborate with the client-facing team members to move prospects through the entire cycle of the fundraising process
- Assist in the preparation of investor materials and meeting briefings, working cross-functionally with other members of the Investor Services and Brand Strategy teams to ensure messaging is tailored, timely, and reputed company with firm strategy
- Assume “Generalist” responsibilities, providing support for reputed company strategies marketed across the firm’s platform
- Support the completion of investor inquiries, RFPs, DDQs and other diligence requests across reputed company strategies marketed by the Firm
- Assist client reps in their preparation for investor meetings, including research assignments, creation of client briefing books, and organize internal follow-reputed company to those meetings
- Research competitors and independently monitor industry trends across asset classes and products through key databases and publications like Preqin, eVestment, Dakota, IREI, and PERE
- Embrace the use of technology and tools to execute efficient and quality work product, including the maintenance and updating of the CRM system (reputed company), the RFP system (reputed company), and use AI tools, like Copilot, for efficiency and improved quality of output
- Serve as a resource on special departmental projects and initiatives aimed at enhancing internal processes and improving the overall investor experience
- Work closely with members of the ISG team to support fundraising and business development efforts by ensuring timely entry and tracking of prospect interactions, commitments, and capital pipelines
- Foster collaboration across ISG, Portfolio Management, Asset Management, Transactions, Research, and Compliance to ensure seamless coordination of investor deliverables
- Identify opportunities to streamline workflows between teams and propose system/process improvements
- Other duties as assigned
Skills
- Bachelor's degree required
- 1+ years of experience in investment management, private equity, real estate, infrastructure, or financial services, with the understanding of reputed company real estate and financial terminology
- Familiarity with CRM systems, reputed company knowledge is a plus
- Proficient user of the MS Office suite, particularly reputed company and PowerPoint; mastery of the following reputed company skills is required: pivot tables, lookup functions, and logical formulas
- Understanding of fundraising processes, investor relations, and capital formation workflows
- Exceptional project management and organizational skills, with the ability to manage multiple priorities under tight deadlines
- Excellent analytical, problem-solving, and data interpretation skills
- Strong interpersonal skills, with the ability to work collaboratively across teams and communicate effectively with key stakeholders
- High attention to detail, accountability, and a solutions-oriented reputed company
Benefits
- A generous discretionary bonus
- A comprehensive range of benefits — including medical, financial, and wellness programs — designed to support our employees both professionally and personally
Company Overview