Vice President, Capital Solutions (Bank Coverage
Listed on 2026-08-07
-
Business
CRM Systems & Management, Business Analyst, Business Intelligence, Financial Analyst
Location: New York
Role Overview
Establish and maintain a centralized, analytics‑driven view of bank activity and value‑add across the firm. The role is responsible for evolving an existing static scorecard into a more dynamic, repeatable reporting tool, including development of counter party dashboards and integration into CRM systems to support firm‑wide visibility. Support strategic decision‑making through structured reporting and analysis. Consolidate platform‑wide interactions with banks—deal activity, fees, coverage touchpoints, and qualitative inputs—into clear, standardized outputs used to inform wallet allocation discussions, negotiation preparation, and senior‑level reviews.
Advance a unified counter party coverage and information model. Support development of a centralized resource for counter party intelligence, providing leadership with timely insight into fees, interactions, opportunities, and priorities across the organization. Produce executive‑level relationship materials. Synthesize scorecard outputs, value‑received metrics, and platform‑wide data into materials used for annual bank meetings, CEO‑level discussions, and other strategic counter party engagements, incorporating input from investment teams as needed.
- Develop and maintain analytical frameworks to quantify bank value‑add, including deals sourced, capital raised, and breadth of engagement across the platform.
- Generate bank‑level scorecards, dashboards, and comparative analyses using standardized fee and activity data.
- Prepare briefing materials and reporting packages used in wallet allocation discussions and senior counter party meetings.
- Coordinate with Capital Solutions and investment teams to collect and incorporate forward‑looking priorities into counter party materials.
- Partner closely with the technology team to translate reporting and analytics needs into system enhancements and ensure effective implementation.
- Support the adoption and consistent use of CRM and related systems by improving data quality, reporting usability, and standardization.
- Build and maintain templated executive‑level materials (scorecards, dashboards, relationship summaries) that can be refreshed systematically over time.
- 5+ years of experience in capital markets, investor relations, treasury, DCM, or a strategy / COO / FP&A role within an asset manager or bank.
- Strong analytical and data skills, including experience with Excel and data visualization tools (Power BI / Tableau); familiarity with CRM systems such as Deal Cloud or Salesforce.
- Knowledge of alternative investments and lending a plus.
- Detail‑oriented and process‑driven, with the ability to manage complex datasets and produce consistent, high‑quality reporting.
- Strong written and verbal communication skills, particularly in preparing materials for senior stakeholders.
- Systems‑minded and execution‑focused; comfortable driving standardization and reducing ad‑hoc or off‑system processes.
- Commercially aware, with an understanding of how reporting supports wallet allocation, negotiations, and relationship management.
Base salary range: $ - $. Total compensation may also include a discretionary performance‑based bonus. The range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
Benefits- Comprehensive Medical/Rx, Dental and Vision plans
- 401(k) program with company match
- Flexible Savings Accounts (FSA)
- Healthcare Savings Accounts (HSA) with company contribution
- Basic and Voluntary Life Insurance
- Long‑Term Disability (LTD) and Short‑Term Disability (STD) insurance
- Employee Assistance Program (EAP)
- Commuter Benefits plan for parking and transit
- Access to a world‑class medical advisory team
- Mental health app that includes coaching, therapy and psychiatry
- Mindfulness and wellbeing app
- Financial wellness benefit that includes access to a financial advisor
- New parent leave
- Reproductive and adoption assistance
- Emergency backup care
- Matching gift program
- Education sponsorship program
- And much more
Ares Management LLC (together with its related operating and…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).