Analyst/Consultant - CRM

NA - Alpha Alternatives - FMO - Consultant - CRM

Location: North America

If you are:

• A highly dedicated professional with impressive credentials driven by new challenges and growth opportunities
• A team player who believes in providing world-class client service and is interested in becoming immersed in the asset and investment management industries
• Looking for a work environment that values and promotes camaraderie, collaboration, and giving back to the community

Apply today to join the Alpha Alternatives Team!

Why Alpha Alternatives?

Alpha Alternatives is a global leader in business transformation enablement for the asset and investment management industries.

We are a global advisory firm with a dedicated focus on the investments industry. Our most valuable asset, our team, is comprised of industry leaders and experts in service delivery who are uniquely positioned to assist clients in achieving excellence through structure, process, and technology. We provide project-based services in several key areas including business consulting, technology solutions, and end-to-end operational improvement.

Our primary objective is to design, develop, and implement operational and technology improvement strategies to reduce operational costs, optimize business processes, reduce management risk, and enhance portfolio value for our clients.

Our vision is to be recognized by the investment management industry as the partner of choice for organizations looking to achieve operational and business excellence.

Our clients include fund and asset managers, investment advisors, pension funds, sovereigns, endowments, family offices, trusts, and other participants in the alternative investments ecosystem. We have deep expertise across fixed income, private equity, real estate, private debt, liquid credit, and infrastructure investments.

At Alpha Alternatives our people are talented, intellectually curious, and driven to make a difference for our clients, community, and our firm. We are an organization bound together by a passion for excellence, respect for others, flexibility, integrity, and a strong desire to develop ourselves and others.

Opportunity and Keys to Success:

As a Consultant within our Front and Middle Office North America Team, under the CRM Practice, you will have the opportunity to be a part of one of the fastest growing areas at Alpha Alternatives due to its application by nearly every client type and all alternative investment types. We are seeking a team member with experience in consulting or client-side within the private capital markets industry, preferably with exposure to CRM technologies or a demonstrated aptitude for working with relational databases. As part of this team, you will play a pivotal role in implementing and optimizing CRM builds (DealCloud, Salesforce, etc.) on a variety of project types and for a variety of clients. You will collaborate closely with cross-functional teams to understand business requirements, configure the platform, and ensure seamless integration with existing systems. Your expertise will drive efficiency, enhance data accuracy, and empower our clients to make informed decisions. In return, you can expect learning and development opportunities tailored to your unique interests and motivations. You will be given the skills, knowledge, and opportunities to progress in your career with compelling and challenging engagements. 

The ideal candidate will understand our clients’ business development processes such as deal sourcing, pipeline management, fundraising, and investor relations. You will be a critical member of client engagement teams taking part in the entire life cycle of designing and implementing best-practice and bespoke operating models. You will be responsible for creating client-facing documentation including current state / future state analysis, strategic design, initiative prioritization, sequencing, road-mapping, and a phased approach to delivery. Through that journey, it will be important for you to build strong client relationships of trust and domain experience. As you build knowledge and experience, you will become a credible advisor to more junior colleagues within the organization, as well as your clients, helping them accelerate the delivery of products and services to their users. As Alpha Alternatives continues its growth as a leader in Private Markets Technology, your ability to stay at the forefront of innovative solutions will be critical.

Responsibilities 

• Engage with our clients on projects including system selection, implementation and advisory inclusive of target operating models, CRM best practice advisory, processes evaluation, platform delivery, and enablement
• Collaborate with stakeholders to understand business needs and translate requirements into technical specifications
• Conduct thorough analysis of existing processes to identify opportunities for improvement and automation
• Provide training and support to end-users, ensuring proficient utilization of technology platforms
• Monitor system performance, troubleshoot issues, and implement enhancements to optimize functionality
• Stay abreast of industry trends and best practices for CRMs
• Develop firsthand knowledge of leading private markets-focused CRMs, such as DealCloud, InvestorFlow, Backstop, etc. 

Qualifications and Skills:

• 1-5 years’ experience in management consulting, technology, or operating in the Private Markets Investment Industry
• Effective communication skills with the ability to identify improvement opportunities in a client's operating model
• Ability to understand and elicit requirements from client stakeholders through interviews or working sessions
• Ability to think through complex problems and effectively communicate problems and potential solutions
• Passion for teaching clients new methods and ways of working

Nice to Have:

• Experience supporting project execution and guiding clients through complex technology transformation initiatives
• Experience in constructing client deliverables including Business Requirement Document (BRD), Process Flows, Functional Capability Matrix, Project Plans / Roadmaps, Data Dictionary, IT Architecture Design, Data Flow Diagrams
• Strong understanding of investment products, asset classes, and CRM/deal origination principles
• Firsthand experience with CRM software solutions such as DealCloud, InvestorFlow, Backstop
• Business development experience from a professional services firm 

We Offer: 

• Endless opportunities to contribute to a world class advisory firm
• A unique culture that values collaboration in everything we do
• A team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference
• A global network of professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work
• Varied career paths supported by strong professional development programs and resources
• A flexible work environment with competitive benefits
• Learning and development: Vast opportunities for self-development with unlimited access to LinkedIn Learning
• Community events: A range of social events and meetups
• 25 days of holiday in addition to public holidays
• Supplemented medical, dental, and vision coverage
• 401(k) with employer match
• Wellness initiatives to promote healthy working, including gym reimbursement and remote work technology allowance
• Access to discounted travel, tickets, events, and more through our benefit partner 

There are various factors considered in compensation decisions, including skill sets, experience, training, and licensure. A reasonable estimate of the salary range is $70,000 to $100,000, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.