Investor Experience Associate

3 weeks ago

Burlington, Canada Newlook Capital Partners Full time

**Who we are**:
Newlook Capital is a boutique Private Equity firm located in Burlington, Ontario that currently manages two industry-specialized funds. Each fund has its own focused, experienced, and aligned management, and a defined strategy. Investing throughout Canada and the United States with a preference for companies that exhibit a solid tangible asset base.

On-site: Burlington, Ontario

Full-time

Entry-level

40hrs/week

**About the role**:
Newlook is seeking a self-starting individual to make an impact on the business development team through direct lead generation and relationship management. The role will work directly with the Business Development Manager to build opportunities and create strategies through various channels.

**Responsibilities**:

- Qualify leads, build relationships and share relevant material to move prospects through the sales cycle
- Pursue and maintain existing relationships in, but not limited to, Quebec
- Maintain accurate and timely customer, pipeline, and forecast data using our CRM system (Salesforce), in collaboration with the leadership and sales team
- Plan and implement new target market initiatives by monitoring and sharing relevant thought leadership, client and marketplace news
- Travel planning and booking, as required
- Attend networking events in or close to Toronto and Montreal
- Help administration team during monthly closing of funds

**Qualifications**:

- Bachelor's degree in Finance, or related field.
- Excellent communication skills, must speak both French and English fluently
- Minimum 1 year of experience in client service roles, ideally at financial institutions
- Knowledge of salesforce an asset
- Proficiency in Microsoft Office suite.
- Detail-oriented with strong analytical and problem-solving skills.
- Ability to thrive in a fast-paced environment and manage multiple priorities effectively.
- Excellent communication and interpersonal skills, with the ability to collaborate with cross-functional teams.

Pay: $45,000.00-$55,000.00 per year

**Benefits**:

- Company events
- Dental care
- Extended health care
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Work Location: In person

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