CRM Analyst

Prospect Capital Founded in 1988, Prospect Capital is an alternative asset management firm with $9.4B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit.

Prospect’s Client Advisory team is seeking a Sales Support Analyst to support its capital raising and relationship management efforts.

This role is well-suited to someone with a background in finance, client service, or sales support who is organized, comfortable working with data, and interested in alternative investments.

About prospect

• Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward.
• With offices in New York City, Connecticut, and Florida, the firm is comprised of 130+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement.

Responsibilities

• This individual will help maintain investor and prospect information, prepare reports, coordinate outreach, and keep the team organized and informed.
• You’ll use Salesforce and Excel regularly to support the team’s daily activities and improve how information is tracked and shared.
• Maintain accurate investor and prospect records in Salesforce, including contact information, outreach activity, and fundraising status; resolve missing information, inconsistencies, and duplicate records.
• Prepare reports, dashboards, and pipeline summaries to help the team and senior leadership track fundraising activity and investor engagement.
• Gather updates from team members, track outstanding items, and ensure records and reports reflect current activity.
• Assist with investor and prospect research, develop targeted contact lists, and support outreach campaigns.
• Help coordinate email marketing, events, and follow-up activities, including tracking responses and engagement.
• Serve as a day-to-day Salesforce resource for the team, applying strong familiarity with the platform to support reporting, track investor activity, and help colleagues use it effectively.

Requirements

• Skills and Experience At least two to three years of experience in financial services, client service, sales support, investment operations, or a related field.
• Excel skills and comfort organizing, reviewing, and interpreting data.
• Experience using Salesforce or another CRM platform preferred; familiarity with PitchBook, Preqin, or Bloomberg is a plus.
• Excellent organizational skills, attention to detail, and follow-through, with a proactive approach to managing competing priorities.
• Strong communication skills and a responsive, service-oriented approach, with the ability to work independently and collaboratively.

Preferred

• Bachelor’s degree, preferably in business, finance, economics, or a related field, with working knowledge of financial concepts and an interest in alternative investments.

Pay

• The anticipated annual base salary range for this position is $80,000 - $120,000 plus an annual discretionary performance-based bonus.
• Actual pay may be adjusted based on experience and performance.

Benefits

• In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts.
• Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours.
• Details of participation in these benefit plans will be provided if an employee receives an offer of employment.