About The Role
We at PEI Group are looking for a Senior Research Associate, Investor Engagement to join our welcoming, diverse and growing team in London. The successful candidate will be responsible for leading a team of researchers tasked with speaking to institutional investors globally to understand their private markets investment plans.
The role is results-driven, and the successful candidate will be tasked with interacting with the market and extracting digestible pieces of content for PEI’s client base. The role demands high levels of self-motivation, the ability to lead by example, first-rate organisational skills, excellent verbal and written communication and an ability to confidently interact with senior investment executives globally.
Your main responsibilities will include:
Market interactions:
- Building and maintaining relationships with private markets investment professionals through regular phone, email and in person communications.
- Implementing effective strategies to gather a greater volume of highly valuable insights from the global investment community.
Content creation:
- Populating PEI’s structured database with information sourced from investors.
- Writing high quality profiles of investors’ future investment plans.
Key relationships:
- The Senior Research Associate, Investor Engagement will work with a team of research associates within the local office and will be expected to build relationships with colleagues in other offices. The Research Manager, Investor Engagement will also need to build relationships with editorial, sales, events and marketing staff members who are also tasked with working with institutional investors.
Key success measures:
- The successful candidate will be responsible for achieving key success measures in relation to the quality and quantity of outreach.
- These measures will include number of outbound calls/emails made and number/quality of successful interactions where proprietary information is sourced.
- The successful candidate will also measure customer appreciation for the content created.
About You
Requirements
The role would suit individuals who have:
- Professional experience gained in a research environment in a similar complex organisation.
- Excellent verbal and written communication skills.
- High levels of self-motivation.
- The ability or willingness to learn the dynamics of the private markets industry to have informed conversations with its participants.
- An inquisitive nature and a proactive, methodological and enthusiastic approach to work.
- Working knowledge of financial markets preferably within the private markets asset classes.
The role would suit individuals who are:
- Results-driven and motivated by achieving success for the team.
- Team-oriented with the ability to take an agile work approach and be adaptable to change.
- Keen to be part of a business with high growth expectations.
- Confident to talk to senior private market executives about their investment plans on the phone and in person.
- Confident to work with colleagues across different business units.
PEI1
What we do:
PEI sits at the centre of one of the most dynamic industries in global finance. Private markets have grown from a niche corner of the investment world into an industry with $15 trillion AUM, spanning dozens of strategies, hundreds of geographies and thousands of funds. The professionals navigating it rely on us to make sharper decisions.
Today, PEI operates a range of platforms, each dedicated to a major asset class or investment theme; from private equity and infrastructure to real estate, private credit and beyond.
What makes us genuinely different is what we bring together. Data-enabled tools. Data-enriched insight. Built on powerful proprietary datasets. Editorial insights based on deep market knowledge and experience. The networks and communities that convene the people who move and manage capital. No other business is this well connected. This shapes everything we build, every hire we make, and every decision we take.
Who we’re looking for:
Our 500+ team spans Europe, APAC and the Americas – researchers, journalists, data scientists, product engineers, events professionals, marketers and commercial specialists – all working to give private markets professionals the intelligence edge they need.
Central to everything we do is our people. We’ve built a culture where talent grows, careers are built with intention, and everyone has the opportunity to learn, grow, and make their mark.
At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this.
PEI Group supports flexible working arrangements, and we welcome career returners.
