Partnerships Associate - Asset Management

Partnerships Associate - Asset Management - Girls Who Invest

New York, NY (Hybrid - in office 3 days per week)

ABOUT THE ORGANIZATION

Girls Who Invest (GWI) is a nonprofit dedicated to transforming the investment management industry by attracting and advancing women investors, change-makers, and leaders.

GWI supports first- and second-year college students through tuition-free education programs, while also providing career advisory services, community-building initiatives, and lifelong Alumni support. Our comprehensive approach focuses on fostering long-term professional development, retention, and advancement.

The GWI community is made up of thousands of investors, industry leaders, supporters, and 130 Partner firms dedicated to advancing and retaining talent. To date, over 4,000 GWI Alumni have been educated and trained in just nine years. Of our Alumni working full time, more than 75% stay in the industry. To learn more, visit girlswhoinvest.org.

ABOUT THE OPPORTUNITY

The Partnerships Associate plays a critical role in managing and supporting GWI's partner firm relationships and revenue. These partners are made up of industry leading investment management firms and other institutional investors, which provide internships for GWI scholars, as well as funding through philanthropic donations. This position will support, help manage, and cultivate GWI’s partner firms. Specific responsibilities include developing and executing partner engagement events and activities, supporting the Head of Partnerships and Giving and Director of Partnerships with the cultivation and stewardship of the full range of partners, and coordinating partner communications and documentation. The Partnerships Associate will also ensure seamless partnership operational processes that enable GWI's partners to successfully engage with our mission, scholars, and alumni.

The Partnerships Associate works closely with the entire Partnerships and Giving team, as well as collaborates with teams across the organization including Career Advancement, Programs, Finance, and Communications.

This role is externally facing and detail oriented, requiring exceptional relationship management, events management, communication, and organizational skills, with the capacity to manage multiple priorities in a fast-paced environment. The ideal candidate will be highly responsive, proactive, and committed to delivering excellent service to GWI's partner community.

Requirements

KEY RESPONSIBILITIES

Partnership Fundraising and Support

• Support programmatic engagement with GWI, including annual partnership renewals and securing internship opportunities for GWI programs
• May eventually manage and grow a small portfolio of partners as lead with a revenue goal developed in conjunction with senior leadership
• Support new partner development by assisting with identification and cultivation of prospective partner relationships including sending follow up materials, updating the leads tracker and participating in pitch conversations as appropriate
• Assist the Director of Partnerships in executing the comprehensive partner revenue and engagement strategy, ensuring all tactical elements are completed on time
• Support tracking progress toward annual partner revenue goals
• Maintain and update prospect tracking systems with current status and next steps
• Execute partner renewals process including preparation of renewal materials, commitment letters, and follow-up communications
• Support material creation and slides to update Board and Advisory Board on partnership activity and revenue goals 
• Collect and organize data to support partner impact metrics and reporting; prepare regular reports on partner engagement and activity in conjunction with the Manager, Evaluation, Data and Technology

Partnership Management and Engagement

• Support day-to-day relationship management for the full portfolio of GWI's existing Program Partners and potentially lead day-to-day management of your portfolio as the role evolves
• Manage and execute partner engagement events and activities including participation in GWI panels, dinners, volunteering opportunities, and recognition initiatives under the guidance of the Director of Partnerships. Partner engagements include:
• Coordinating panels and keynote speakers during the summer programming and other key GWI events such as Alumni Conference and regional convenings
• Coordinating partner events
• Alumni hiring initiatives
• Implement the Partner Communications Strategy by managing regular touchpoints, newsletters, updates, and acknowledgments in coordination with the Director of Communications and Marketing
• Maintain partner contact list updates
• Provide support for Leadership Circle partner management, including meeting coordination, materials preparation, and follow-up

Operations & Process Management 

• Collaborate closely with the Career Advancement, Program, and Admissions teams to support partnership activities aligned with programmatic needs, including but not limited to the internship process
• Execute systems and processes designed to scale partner engagement while maintaining a high-touch experience
• Maintain organized documentation of all partner interactions, commitments, and deliverables
• Help track Partnership revenue and support revenue reconciliation process with finance and accounting
• Work collaboratively with the entire Partnerships and Giving team, providing support where needed to ensure team success

ABOUT THE SUCCESSFUL CANDIDATE:

• 3-5 years of experience in partnerships, business development, fundraising, client relations, or related field; experience in asset management or financial services preferred
• Client relationship management and/or donor engagement experience required; experience personally raising funds a plus
• Excellent written and verbal communication skills; able to communicate effectively with senior leaders at partner firms
• Highly responsive to partner and internal requests with strong commitment to timely follow-through
• Experience planning and executing client or donor events strongly preferred
• Demonstrated track record of managing multiple projects and deadlines simultaneously with exceptional attention to detail
• Outstanding organizational and project management skills with ability to create systems and processes that enhance efficiency
• Proficiency with CRM systems and databases; experience with Google Suite and Microsoft Office; Salesforce experience a strong plus
• Strong analytical skills with ability to work with data, create reports, and derive insights
• Proven ability to work both independently and collaboratively as part of a team
• Enthusiastic self-starter with a proactive attitude
• Passion for GWI’s mission and community

EDUCATION: Bachelor’s degree is highly preferred

TRAVEL: Limited local and domestic travel expected. Event attendance required on select evenings and weekends.

GIRLS WHO INVEST’S PRINCIPLES:

• Performance: Building investment teams to drive better outcomes and create meaningful impact
• Innovation: Always innovating to create the best programs for our participants and partners to help individuals stay and thrive in an evolving investment landscape
• Community: Accelerating careers through the power of community and connection
• Respect: Ensuring all who interact with GWI encounter an inclusive, respectful environment that welcomes each other’s unique skills and perspectives.

COMPENSATION: Current compensation range expected: $90,000 - $100,000 per year. The starting pay will depend on a variety of factors that may include but are not limited to experience, education, training, and certification. GWI offers a strong and competitive benefits package.

Girls Who Invest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.