With Intelligence

Account Executive

• - Identify and engage prospective clients within the private markets which can include but not limited to private equity, investment banks, law firms and M&A consultants. Utilize a consultative approach to understand their needs and present tailored solutions.
• - Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our database.
• - Stay informed about industry trends, competitor offerings, and client needs to effectively position With Deals in the market.
• - Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences.
• - Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system.
• - Engage in ongoing learning and skill development to enhance personal performance and contribute to team success.

Enterprise Account Executive

• Sales Development: Identify and engage prospective clients within the asset management and alternatives space. Utilize a consultative approach to understand their needs and present tailored solutions.
• Relationship Building: Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our CRM.
• Market Insight: Stay informed about industry trends, competitor offerings, and client needs to effectively position Foliometrics in the market.
• Collaboration: Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences.
• Performance Tracking: Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system.
• Continuous Improvement: Engage in ongoing learning and skill development to enhance personal performance and contribute to team success.

Events

• - End to end project management.
• - Facilitate the execution of all event logistics, resulting in the delivery of high quality and profitable events.
• - Including but not limited to: hotel relationships (contracting, BEOs, hotel room block management, etc.), onsite/virtual vendors, budget management, and other projects.
• - Support with vendor relationships and agreements (sourcing, contract review, logistics communication, etc.)
• - Use of various event software platforms
• - Collaborate on the pre-event planning and kick off as well as the post-event evaluation and de-brief process for annual events.

Event Manager

Financial Planning and Analysis

• Managing the accounts inbox
• Process supplier invoices, staff expenses, and payments in line with company policies
• Prepare and post journal entries to the accounting system
• Dealing with customer and supplier queries
• Performing bank reconciliations
• Performing customer and supplier reconciliations
• Processing and reconciling credit card expenses
• Assisting with the weekly payment run and processing any ad-hoc payments
• Process transactions efficiently
• Liaise with clients and stakeholders to resolve queries
• Process credits and rebilling as needed
• Upload invoices to clients' portals
• Complete clients' onboarding forms
• Provide general administrative support to the finance team

Finance Assistant

• Identify and engage prospective clients within the asset management and alternatives space. Utilize a consultative approach to understand their needs and present tailored solutions.
• Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our CRM.
• Stay informed about industry trends, competitor offerings, and client needs to effectively position Foliometrics in the market.
• Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences.
• Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system.
• Engage in ongoing learning and skill development to enhance personal performance and contribute to team success.

Business Analyst

• The role of Business Analyst – Data forms a critical part of the delivery team for the development and improvement of With Intelligence data workflows.
• They will analyse, document, and summarise existing workflows, systems, and data capture/processing capabilities.
• They will work closely with end users and stakeholders within the Data Teams to reflect how the business operates today and what the target state is.
• Working within a matrix operating model across Data, Technology, and Product, their focus is to prepare and support requirements in the backlogs of our Data Capture, Data Automation, and Data Enrichment Development Squads.
• They will be part of the newly formed Data Management Team, reporting into the Head of Data but working closely with other key stakeholders, and supporting the backlog management tasks undertaken by the Product Owners.
• As improving data workflows is at the heart of the role, a potent blend of core business analyst skills, along with an excellent grasp of data processing and management, is integral to succeeding in this role.
• Generate and maintain documentation of current data and editorial systems, applications, and workflows
• Work with stakeholders from Data to document target state for future workflows and enhancements to existing workflows
• Clearly articulate the business drivers, benefits and desired outcomes of enhancements to enable prioritisation of developments with traceability back to the business impact
• Draft requirements and prepare user stories, working closely with Data Subject Matter Experts, Product Owner and Technology teams
• Participate in Agile events including stand-ups, sprint ceremonies and backlog refinement and preparation sessions
• Undertake data analysis to support decisions and prioritisations around improvements to data workflows
• Undertake / participate in testing approach, planning, and activity to support development of tools and processes as required, e.g. through creation of User Acceptance Test scenarios and scripts as required
• Identify stakeholders impacted by change and communicate progress and decisions to ensure expectations are managed and business readiness activities are aligned
• Actively seek feedback from end-users and stakeholders across the Data and Product teams to improve processes and solutions
• Set up and coordinate meetings and sessions to support development activity
• Work closely with developers, to ensure that requirements are understood and met throughout the development lifecycle

Business Analyst – Data

Content Manager

• Write regular features and analysis on the key issues impacting the industry
• Regularly interview and profile senior industry executives at some of the world’s biggest gambling brands
• Commission features from freelance and staff journalists, setting deadlines, shaping story ideas and briefs
• Secure and break exclusive news where possible alongside the EGR news team
• Edit and proofread submitted work to ensure clarity, factual accuracy and house style adherence
• Collaborate with writers throughout the editing process, offering developmental feedback
• Contribute to the evolution of the features section, identifying content gaps and new opportunities
• Assist on production of the print products
• Support senior editors in proofreading online and in-print content
• Represent the EGR brand at a range of events, conferences and summits

Content Editor

Journalist

• Consistently deliver exclusive, source-based articles
• Build and maintain strong relationships with bankers, lawyers, investors, company executives, and other key players.
• Become our M&A expert in a specific sector
• Cover potential transactions at an early enough stage that they are actionable for our subscribers
• Attend and report from conferences, events and meetings to drive fresh, agenda-setting coverage.
• Work collaboratively with editors and colleagues to shape impactful, forward-looking reporting.

Senior Reporter

• - Break daily news on institutional investors
• - Build relationships among the investor community by working the phones, pitching interviews, and attending industry events
• - Stay on top of wider industry trends impacting hedge funds, private markets and traditional asset managers.
• - Travel occasionally to cover industry conferences and build contacts

Reporter

Content Marketing Manager

• Keeping our internal systems updated with speaker registrations
• Updating and proofing the website and conference mobile app
• Organizing speaker preparation calls

Content Support Executive

• Break exclusive stories by meeting and developing a wide source network
• Cover US hedge fund launches, performance and talent for allocators, managers and service providers
• Produce actionable intelligence on the hedge fund industry
• Work alongside an energetic and global editorial team of journalists
• Maintain a strong balance of independent and team-driven approach to work
• Build and maintain a contact book of senior industry professionals
• Break exclusive hedge fund news with an intelligent and authoritative tone
• Represent With Intelligence at events in New York City and across the country

• Cover institutional investors across Germany, Austria and Switzerland (DACH) for With Intelligence
• File at least four proprietary news articles per week, including off-diary exclusives
• Pitch and produce agenda-setting stories on the strategies, plans, and preferences of DACH institutional investors and other asset owners
• Conduct regular interviews with CIOs, heads of investment, heads of manager research, and other senior industry figures
• Build and maintain a robust network of high-level sources across Germany, Austria, and Switzerland
• Cultivate strong relationships with internal teams as well as external PR and communications contacts
• Represent With Intelligence at key industry conferences, summits, and investor meetings
• Take ownership of subject matter expertise in hedge funds, private markets, and institutional investing—supported by training and development

Marketing

• Develop and execute comprehensive marketing strategies for the Women’s Summits portfolio, building compelling campaigns that create urgency and drive delegate acquisition through multi-channel approaches (email, social media, digital advertising, direct outreach)
• Work closely with sales teams to build accurate, tailored prospect lists and develop targeted outreach strategies, including detailed audience research and comprehensive contact databases for LPs, GPs, investment consultants, and industry advisors
• Support outreach efforts for event sponsorship opportunities and build strategic partnerships with industry organizations to expand marketing reach and cross-promotion opportunities
• Implement and maintain marketing automation workflows throughout the conversion funnel to optimize lead nurturing, registration processes, and lead qualification routing systems
• Suggest optimizations for CRM systems, with comfort in understanding lead scoring, attendee segmentation, and pipeline management
• Identify and analyze critical behaviors and engagement patterns to guide website optimization and persona-based marketing strategies
• Conduct in-depth analysis to measure campaign effectiveness, registration conversion rates, and ROI across all channels, including attendee acquisition costs and conversion funnel optimization
• Develop comprehensive audience research, segmentation strategies, and detailed prospect profiling to identify high-value targets and improve targeting accuracy
• Implement A/B testing protocols and create detailed performance reports with actionable insights, continuously optimizing marketing processes and campaign workflows based on data-driven results
• Liaise with global teams to ensure key deliverables are met and report on campaign performance and attendee acquisition metrics
• Create compelling campaign copy and collateral, and collaborate cross-functionally to deliver event marketing deliverables