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Senior Analyst, Relationship Management

Job

Selby Jennings

Remote

Full-Time

Posted 1 week ago (Updated 16 hours ago) • Actively hiring

Expires 7/14/2026

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Job Description

Senior Analyst, Relationship Management at Selby Jennings Senior Analyst, Relationship Management at Selby Jennings in Everett, Massachusetts Posted in 5 days ago.
Type:
full-time
Job Description:
Job Title:
Senior Analyst, Relationship Management Location:
Boston, MA (Hybrid)
Firm Overview:
This role is with an investing arm of a large insurance asset manager. The investment firm covers public and private investments across industries.
Team Overview:
The Relationship Management (RM) team focuses heavily on private markets.
Responsibilities:
Play a central role in keeping the CRM (DealCloud) running effectively as a decision-making tool. That means making sure the data is accurate, organized, and consistently maintained, while also supporting the reporting and dashboards that teams rely on. Responsible for turning raw information into something useful - especially ahead of partner interactions. This includes building concise, tailored materials that bring together data from multiple sources in a way that helps drive conversations. Standardize and centralize RM-related workflows. Ensure that teams have easy access to the right materials at the right time, improving how content is organized and used across the platforms. Provide RM support including compiling meeting prep material, tracking engagement, and coordinating follow ups. Identify trends to put together actionable insights to inform on strategy and prioritization.
Qualifications:
3-6 years of professional working experience in an investor relations or client services capacity at an asset. manager or similar financial institution. Strong project management skills and attention to detail. Experience working with CRM systems, with a preference for prior DealCloud exposure. Familiarity with private markets strategies