LCG Advisors

Sales

• Develop and maintain marketing and sales calendars for Private Equity Services, collaborating closely with practice leaders.
• Coordinate email campaigns, social media posts, city visits, and conferences into the calendar to align with strategic goals.
• Prepare and submit weekly progress reports on marketing and sales activities.
• Collaborate with the Marketing Coordinator to develop campaign content for ConstantContact and cadence.
• Identify strategic city visits based on client profiles and potential business opportunities; manage visit logistics including appointment scheduling and meeting briefs.
• Support business development executives by providing comprehensive client information for meetings and engagements.
• Identify relevant industry conferences and coordinate participation logistics, including attendee lists and meeting arrangements.
• Prepare briefing materials for conference attendees and ensure effective booth representation as needed.
• Maintain lists of current and potential overlapping clients to facilitate targeted business development efforts.
• Record and maintain comprehensive activity logs in Salesforce CRM, ensuring accurate data entry and database integrity.
• Track and maintain sales activity, provide real-time pipeline views, and prepare current and historical sales analytics within tracking files for divisional leaders.
• Work alongside practice leaders and the Marketing Coordinator to generate and publish weekly social media content.
• Monitor and analyze social media metrics (e.g., impressions, likes, reposts) to optimize engagement strategies.
• Assist with moving closed sales activity into the active project management process, working with division leaders to help with resource allocation, establishing timelines, and tracking/estimating the revenue pipeline.
• Perform additional administrative duties as assigned to support organizational objectives.

Sales Coordinator

Analyst

• Conduct financial and operational due diligence services, including on-site or remote examinations, portfolio reviews, and acquisition due diligence on behalf of our clients
• Utilize or develop Excel-based workpapers to complete scoped procedures for each project
• Evaluate complex portfolios and credit structures within client-defined scope of work
• Collaborate with senior team members to identify portfolio risks, reconcile financial data, and assess operational performance
• Interact with clients regularly in a professional manner, including in calls, meetings, and periodic e-mail updates
• Work directly with the subject company, often interacting with stakeholders and decision makers to discuss operational business updates, questions involving the scope of work, and obtaining insight into findings or observations for the client
• Prepare comprehensive written reports summarizing findings, trends, and risk factors for clients

Specialty Lending Analyst/Associate

• Conduct financial and operational due diligence services, including on-site or remote examinations, portfolio reviews, and acquisition due diligence on behalf of our clients
• Utilize or develop Excel-based workpapers to complete scoped procedures for each project
• Evaluate complex portfolios and credit structures within client-defined scope of work
• Collaborate with senior team members to identify portfolio risks, reconcile financial data, and assess operational performance.
• Interact with clients regularly in a professional manner, including in calls, meetings, and periodic e-mail updates
• Work directly with the subject company, often interacting with stakeholders and decision makers to discuss operational business updates, questions involving the scope of work, and obtaining insight into findings or observations for the client
• Prepare comprehensive written reports summarizing findings, trends, and risk factors for clients