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 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.

CRM Analyst

Prospect’s Client Advisory team is seeking a CRM Analyst to support its capital raising efforts by managing and enhancing the firm’s Salesforce platform. This individual will maintain accurate investor and prospect data, develop reporting, and improve workflows and marketing initiatives to support outreach and relationship management. Responsibilities include:

• Serve as the Salesforce subject matter expert, overseeing configuration, external data integrations, and automated workflows.
• Manage user access, training, and support; maintain system guidelines and communicate updates to team members.
• Develop and automate reports and dashboards for senior leadership to track fundraising activity, investor engagement, and pipeline progress.
• Maintain accurate investor and prospect records by gathering stakeholder updates, correcting inconsistencies, and resolving duplicate records.
• Partner with the Client Advisory team to document business needs and manage system enhancements through development, testing, and implementation.
• Manage capabilities supporting email marketing, landing pages, web forms, marketing automation, web tracking, event management, and marketing attribution.
• Develop targeted marketing campaigns to engage high-potential investors and prospects.

Desired Skills and Experience

• At least three years of hands-on Salesforce experience, preferably within private equity or alternative investments.
• Experience with PitchBook, Preqin, Bloomberg, or API integrations is a plus.
• Bachelor’s degree required, preferably in business, finance, or a related field.
• Strong understanding of relational databases, data management, and data integrity, along with advanced Excel proficiency.
• Excellent organizational skills and attention to detail, with the ability to manage competing priorities and meet deadlines.
• Working knowledge of financial concepts and an interest in alternative investments and capital raising.
• Strong interpersonal and communication skills, including the ability to present information clearly to senior leadership.
• Self-motivated and resourceful, with sound judgment and the ability to work independently and collaboratively.

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.

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.