Associate, Pipeline Management
Ares Management is a leading firm committed to fostering a welcoming and inclusive work environment. They are seeking a highly motivated Associate in the Investment Operations – Pipeline Management Team, responsible for managing deal pipelines, CRM relationships, and reporting requests while collaborating with various teams within the company.
Responsibilities
- Support deal pipeline management tool across all of Ares’ business units
- Review and validate initial setup of companies, contacts, deals, securities, etc
- Review, verify, and summarize investment data related to new investment opportunities and dynamically track the progress of each transaction
- Scrub deal documentation for key datapoints and ensure all systems are updated accurately
- Track elements of the deal closing process and ensure receipt of executed documents
- Review final deal closing checklists and validate all tasks were correctly executed
- Perform various data checks to ensure the accuracy of key data points
- Run metrics on key performance indicators
- Prepare and distribute weekly, monthly, quarterly, annual, and ad hoc reports
- Maintain high quality, accurate data within DealCloud and uphold strong data governance practices across all entries and workflows
- Identify, document, and track issues
- Take on any additional deal pipeline management related tasks and IT integration tasks
- Assist with project deliverables to ensure accuracy, functionality, and adherence to requirements
- Obtain DealCloud Platform Manager Certification
Skills
- Strong organizational skills
- Strong interpersonal skills
- Strong quantitative skills
- Strong analytical skills
- Ability to meet deadline requirements
- Support deal pipeline management tool across all of Ares' business units
- Review and validate initial setup of companies, contacts, deals, securities, etc
- Review, verify, and summarize investment data related to new investment opportunities and dynamically track the progress of each transaction
- Scrub deal documentation for key datapoints and ensure all systems are updated accurately
- Track elements of the deal closing process and ensure receipt of executed documents
- Review final deal closing checklists and validate all tasks were correctly executed
- Perform various data checks to ensure the accuracy of key data points
- Run metrics on key performance indicators
- Prepare and distribute weekly, monthly, quarterly, annual, and ad hoc reports
- Maintain high quality, accurate data within DealCloud and uphold strong data governance practices across all entries and workflows
- Identify, document, and track issues
- Take on any additional deal pipeline management related tasks and IT integration tasks
- Assist with project deliverables to ensure accuracy, functionality, and adherence to requirements
- Obtain DealCloud Platform Manager Certification
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
- A mental health app that includes coaching, therapy and psychiatry
- A 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
Company Overview
Company H1B Sponsorship