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 ...