PEI
About The Role The Network Manager in PEI's membership team, designed to provide a career development pathway for high performing team members and meaningful support to the ever growing portfolios of the Heads of Networks. The role supports PEI members to participate in, use, contribute to, and rely on our Peer to Peer membership products - this person helps members discover relevant benefits and gain optimal value from network services, with a core focus on delivering high satisfaction and increasing retention and return rates. The successful candidate will develop close professional relationships with members across North America, onboarding them, building an understanding of their needs and objectives, and developing a personalized 90 day plan (to the member/customer it's 'Your First 90 Days') that drives engagement and renewal rates in line with PEI's membership model and corporate goals. Responsibilities Member Engagement & Relationship Management Conduct introductory demos of the platform, highlighting key features and how to maximize membership ROI, get members registered for upcoming relevant events for them Drive members to complete and update their profiles to unlock networking opportunities Conduct check in calls; engage members to register for upcoming events and activities Help connect members to relevant peers within the community and ecosystem Provide members with support before, during and after major conferences, ensuring they are well connected with the right people, agenda items, etc. Provide support to P2P Network Partners (service providers) to ensure their journey exceeds expectations Programming & Events Support the Head of Network / Network Director in executing the annual program of touchpoints, including: Conducting frequent research calls with members to ensure the program addresses their needs Developing and taking full ownership of online touchpoints in collaboration with production, sales, marketing and operations teams Identifying expert speakers (with guidance from events, editorial and content leads), inviting them to take part, briefing them and arranging prep calls Project managing assigned in person meetings in your region end to end Provide support in the lead up to and on the ground at events, both virtual and in person, from small to large scale - including setting up Zoom meetings, managing registrations and ensuring each member meeting is run successfully Support Heads of Network to execute their event strategies by targeting specific members before and during events Manage and track and issue all CPE credit certificates for CFO Networks virtual and smaller Network events Recruit speakers for virtual and in person sessions Share ideas for content programming Project manage 'member only' touchpoints at flagship Forums to include gathering RSVPs, member area setup arrangements, liaising with marketing for photography, video, etc. Data, Feedback & Operations Use analytics tools to understand member benefit usage and identify engaged vs. non engaged members Gather and collate weekly feedback on the value of membership and how member experiences (events, panels, webinars, content) can be improved Maintain accurate CRM records and platform profiles Manage small to medium scope projects involving process improvements, including transitions to new platforms (e.g., Marketo, Zoom, OBX, etc.) Create processes and workflows to help the Networks team scale operations; produce flow visualizations and work through processes with relevant teams (e.g., marketing, event ops, sponsorship) Cross functional Collaboration Work closely with colleagues in member acquisition, marketing, central data office, memberships, event operations, sales, sponsorship and product development Provide support to other Network Directors (GP/LP) based in NYC as needed About You Essential Experience & Skills A minimum of 2 years' experience in customer success, account management, community management, membership management, or conference/event production - ideally involving in person professional or executive level events Strong organizational skills with the ability to manage multiple priorities simultaneously and strong ability to focus heads down and execute Previous experience with CRM and analytical tools such as Tableau, Microsoft Dynamics 365 or Salesforce; proficiency in Microsoft Office is essential Desirable Experience Experience within a network, membership, community or relationship driven business model A broad understanding of private markets (private equity, real estate, infrastructure, debt, venture capital); an interest in financial markets is required Personal Attributes Highly people oriented, outgoing and socially confident - comfortable acting as the public face of a professional network in live, in person environments Strong collaborator; team centric with excellent relationship building skills Comfortable and credible when networking; keen to bring people together and make connections Proactive, self directed and able to take ownership of outcomes through to completion At ease with new technology and able to champion change and best practice Excellent verbal and written communication skills; has natural curiosity and 'always learning' mindset High level of confidence engaging face to face with senior professionals Curious and innovative; passionate about professional development and eager to learn about alternative investments and private markets Cares about data, metrics and feedback Ambitious and career driven 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.
About The Role The Network Manager in PEI's membership team, designed to provide a career development pathway for high performing team members and meaningful support to the ever growing portfolios of the Heads of Networks. The role supports PEI members to participate in, use, contribute to, and rely on our Peer to Peer membership products - this person helps members discover relevant benefits and gain optimal value from network services, with a core focus on delivering high satisfaction and increasing retention and return rates. The successful candidate will develop close professional relationships with members across North America, onboarding them, building an understanding of their needs and objectives, and developing a personalized 90 day plan (to the member/customer it's 'Your First 90 Days') that drives engagement and renewal rates in line with PEI's membership model and corporate goals. Responsibilities Member Engagement & Relationship Management Conduct introductory demos of the platform, highlighting key features and how to maximize membership ROI, get members registered for upcoming relevant events for them Drive members to complete and update their profiles to unlock networking opportunities Conduct check in calls; engage members to register for upcoming events and activities Help connect members to relevant peers within the community and ecosystem Provide members with support before, during and after major conferences, ensuring they are well connected with the right people, agenda items, etc. Provide support to P2P Network Partners (service providers) to ensure their journey exceeds expectations Programming & Events Support the Head of Network / Network Director in executing the annual program of touchpoints, including: Conducting frequent research calls with members to ensure the program addresses their needs Developing and taking full ownership of online touchpoints in collaboration with production, sales, marketing and operations teams Identifying expert speakers (with guidance from events, editorial and content leads), inviting them to take part, briefing them and arranging prep calls Project managing assigned in person meetings in your region end to end Provide support in the lead up to and on the ground at events, both virtual and in person, from small to large scale - including setting up Zoom meetings, managing registrations and ensuring each member meeting is run successfully Support Heads of Network to execute their event strategies by targeting specific members before and during events Manage and track and issue all CPE credit certificates for CFO Networks virtual and smaller Network events Recruit speakers for virtual and in person sessions Share ideas for content programming Project manage 'member only' touchpoints at flagship Forums to include gathering RSVPs, member area setup arrangements, liaising with marketing for photography, video, etc. Data, Feedback & Operations Use analytics tools to understand member benefit usage and identify engaged vs. non engaged members Gather and collate weekly feedback on the value of membership and how member experiences (events, panels, webinars, content) can be improved Maintain accurate CRM records and platform profiles Manage small to medium scope projects involving process improvements, including transitions to new platforms (e.g., Marketo, Zoom, OBX, etc.) Create processes and workflows to help the Networks team scale operations; produce flow visualizations and work through processes with relevant teams (e.g., marketing, event ops, sponsorship) Cross functional Collaboration Work closely with colleagues in member acquisition, marketing, central data office, memberships, event operations, sales, sponsorship and product development Provide support to other Network Directors (GP/LP) based in NYC as needed About You Essential Experience & Skills A minimum of 2 years' experience in customer success, account management, community management, membership management, or conference/event production - ideally involving in person professional or executive level events Strong organizational skills with the ability to manage multiple priorities simultaneously and strong ability to focus heads down and execute Previous experience with CRM and analytical tools such as Tableau, Microsoft Dynamics 365 or Salesforce; proficiency in Microsoft Office is essential Desirable Experience Experience within a network, membership, community or relationship driven business model A broad understanding of private markets (private equity, real estate, infrastructure, debt, venture capital); an interest in financial markets is required Personal Attributes Highly people oriented, outgoing and socially confident - comfortable acting as the public face of a professional network in live, in person environments Strong collaborator; team centric with excellent relationship building skills Comfortable and credible when networking; keen to bring people together and make connections Proactive, self directed and able to take ownership of outcomes through to completion At ease with new technology and able to champion change and best practice Excellent verbal and written communication skills; has natural curiosity and 'always learning' mindset High level of confidence engaging face to face with senior professionals Curious and innovative; passionate about professional development and eager to learn about alternative investments and private markets Cares about data, metrics and feedback Ambitious and career driven 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.
PEI
About The Role We at PEI Group are looking for a Senior Research Manager, Quality & Excellence to join our welcoming, diverse and growing team in London. The successful candidate will work as a senior member of a team responsible for ensuring the high quality of all data and research about private equity funds, managers and investors published on PEI's customer facing subscription products. PEI is the leading information provider focused on private capital markets. The role requires strong attention to detail, high levels of self motivation, the ability to identify mistakes and gaps, first rate organisational skills, excellent verbal and written communication and an ability to confidently feedback to colleagues regarding scope for improvement. The successful candidate will be expected to manage for the highest standards of quality across all research and data published by PEI. Primary Responsibilities Senior Research Manager, Quality & Excellence is primarily engaged in the following activities: People Management Leading a team of researchers responsible for ensuring the quality and accuracy of data and research published by PEI Developing, monitoring and reporting on team and individual key performance indicators that fit with wider business and product strategy Leading by example and managing others to ensure that all key performance measures are delivered Fostering and maintaining a motivated team in a results driven environment Quality Control Overseeing the quality control process for the publication of data about private market funds, managers and investors, ensuring accuracy, completeness and timeliness Conducting thorough reviews of research carried out by team members to identify and correct mistakes, inconsistencies and missed information Developing and implementing quality assurance standards and procedures to maintain the integrity of the database Collaborating with researchers and senior managers to ensure consistency and adherence to quality guidelines Training and mentoring team members on best practices for data entry and quality assurance Utilising data analysis tools to identify patterns and trends in errors across the data set Providing detailed feedback and recommendations for improving data quality and reducing errors Working to identify wider gaps and systemic issues within the database Reporting Preparing and presenting regular quality assurance reports to senior management, highlighting key findings and areas for improvement Knowledge Staying updated on industry standards and advancements in quality assurance practices to continuously enhance the QA process Key Success Measures Monitoring and reporting error trends using a pre defined quality control checklist Measuring error rates, fill rates and gap analysis as well as metrics around missed information by researchers Ensuring research process improvements and automation projects are organized and delivered successfully Ensuring an accurate, complete and timely flow of data into the database, maintaining high standards of quality About You Requirements Significant professional experience gained in a research environment in a similar complex organisation Experience in managing teams to deliver against targets Proven experience in managing quality control for data products Demonstrated exceptional attention to detail Strong self motivation and the ability to work independently An inquisitive nature and a proactive, methodological and enthusiastic approach to work Working knowledge of financial markets preferably within the private markets asset classes A desire to be part of a dynamic business with high growth expectations Desired Traits Highly goal focused and motivated by achieving high personal standards in all aspects of work - ambitious to meet own personal and organisational goals Committed to achieving excellence in all tasks Skilled in effectively communicating areas for improvement Keen to be part of a business with high growth expectations Motivated to develop a career at PEI and lead a team to always improve performance and better the business About Us PEI Group is a subscriber focused business intelligence company. With our multi talented global team of over 490 people, spread across EMEA, USA and Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success. What We Do PEI Group provides industry leading journalism, data and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics and database platform. We also track the firms and individuals who shape markets and bring client communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. 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. We support flexible working arrangements, and we welcome career returners.
About The Role We at PEI Group are looking for a Senior Research Manager, Quality & Excellence to join our welcoming, diverse and growing team in London. The successful candidate will work as a senior member of a team responsible for ensuring the high quality of all data and research about private equity funds, managers and investors published on PEI's customer facing subscription products. PEI is the leading information provider focused on private capital markets. The role requires strong attention to detail, high levels of self motivation, the ability to identify mistakes and gaps, first rate organisational skills, excellent verbal and written communication and an ability to confidently feedback to colleagues regarding scope for improvement. The successful candidate will be expected to manage for the highest standards of quality across all research and data published by PEI. Primary Responsibilities Senior Research Manager, Quality & Excellence is primarily engaged in the following activities: People Management Leading a team of researchers responsible for ensuring the quality and accuracy of data and research published by PEI Developing, monitoring and reporting on team and individual key performance indicators that fit with wider business and product strategy Leading by example and managing others to ensure that all key performance measures are delivered Fostering and maintaining a motivated team in a results driven environment Quality Control Overseeing the quality control process for the publication of data about private market funds, managers and investors, ensuring accuracy, completeness and timeliness Conducting thorough reviews of research carried out by team members to identify and correct mistakes, inconsistencies and missed information Developing and implementing quality assurance standards and procedures to maintain the integrity of the database Collaborating with researchers and senior managers to ensure consistency and adherence to quality guidelines Training and mentoring team members on best practices for data entry and quality assurance Utilising data analysis tools to identify patterns and trends in errors across the data set Providing detailed feedback and recommendations for improving data quality and reducing errors Working to identify wider gaps and systemic issues within the database Reporting Preparing and presenting regular quality assurance reports to senior management, highlighting key findings and areas for improvement Knowledge Staying updated on industry standards and advancements in quality assurance practices to continuously enhance the QA process Key Success Measures Monitoring and reporting error trends using a pre defined quality control checklist Measuring error rates, fill rates and gap analysis as well as metrics around missed information by researchers Ensuring research process improvements and automation projects are organized and delivered successfully Ensuring an accurate, complete and timely flow of data into the database, maintaining high standards of quality About You Requirements Significant professional experience gained in a research environment in a similar complex organisation Experience in managing teams to deliver against targets Proven experience in managing quality control for data products Demonstrated exceptional attention to detail Strong self motivation and the ability to work independently An inquisitive nature and a proactive, methodological and enthusiastic approach to work Working knowledge of financial markets preferably within the private markets asset classes A desire to be part of a dynamic business with high growth expectations Desired Traits Highly goal focused and motivated by achieving high personal standards in all aspects of work - ambitious to meet own personal and organisational goals Committed to achieving excellence in all tasks Skilled in effectively communicating areas for improvement Keen to be part of a business with high growth expectations Motivated to develop a career at PEI and lead a team to always improve performance and better the business About Us PEI Group is a subscriber focused business intelligence company. With our multi talented global team of over 490 people, spread across EMEA, USA and Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success. What We Do PEI Group provides industry leading journalism, data and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics and database platform. We also track the firms and individuals who shape markets and bring client communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. 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. We support flexible working arrangements, and we welcome career returners.
PEI
About The Role We are seeking an Information Security & Compliance Officer to support and strengthen our organisation's security and compliance posture. This role is responsible for coordinating security activities across the business, supporting compliance initiatives, managing third party risk, and acting as the internal liaison with our outsourced Security Operations Centre (SOC) and Virtual CISO. The successful candidate will help implement security governance, risk management, and compliance frameworks while ensuring security best practices are embedded across the organisation. This role is ideal for someone with experience in security operations, governance, risk, and compliance (GRC) who enjoys working across teams to improve organisational security maturity. Key Responsibilities Security Operations Oversight Act as the primary internal liaison with the outsourced SOC provider Monitor and coordinate responses to alerts generated through Microsoft Sentinel and Microsoft Defender Support incident response coordination and internal communications Track remediation of security vulnerabilities and incidents Governance, Risk & Compliance Support the implementation and maintenance of security frameworks such as: ISO 27001 Cyber Essentials Plus NIST / CIS frameworks Maintain and develop security policies, standards, and procedures Conduct risk assessments and track remediation actions Coordinate internal and external security audits Coordinate with other governance teams to ensure alignment around key initiatives Third Party Risk Management (TPRM) Lead the rollout and ongoing management of a Third Party Risk Management programme Perform vendor security assessments and due diligence Maintain vendor risk registers and track remediation activities Work with procurement and legal teams to embed security requirements into supplier onboarding Security Governance & Awareness Support security awareness and training initiatives across the organisation Work with IT and engineering teams to ensure security best practices are followed Maintain risk registers and compliance documentation Provide reporting and metrics on security posture to leadership Security Projects & Initiatives Support compliance initiatives and security improvement programmes Work with the virtual CISO to implement strategic security improvements Assist with policy development and control implementation Help coordinate vulnerability management and remediation programmes Provide input into client security questionnaires and audits where appropriate About You Skills & Experience 3-5 years experience in information security, IT security, or compliance Understanding of security governance, risk, and compliance (GRC) Experience with Microsoft security tooling (Sentinel, Defender, or Microsoft Security stack) Familiarity with security frameworks (ISO 27001, NIST, CIS, Cyber Essentials) Experience working with third party vendors or supplier risk assessments Strong communication and stakeholder management skills Ability to translate security requirements into practical business processes Desirable Experience working with outsourced SOC providers Knowledge of Third Party Risk Management (TPRM) programmes Experience supporting ISO 27001 certification or audits Certifications such as: ISO 27001 Lead Implementer / Lead Auditor CISSP CISM Security+ Key Competencies Strong organisational and documentation skills Ability to manage multiple compliance initiatives simultaneously Analytical thinking and risk assessment capability Collaborative approach to working across technical and non technical teams Proactive mindset with a focus on continuous improvement What Success Looks Like Establish a structured Third Party Risk Management programme Improve visibility and reporting of security risks Strengthen security governance processes Develop ISO 27001 implementation roadmap and compliance processes to ensure group compliance can evolve to a recognised standard within the next months. Improve collaboration between internal teams, the SOC provider, and the virtual CISO Equal Opportunity 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 supports flexible working arrangements, and we welcome career returners.
About The Role We are seeking an Information Security & Compliance Officer to support and strengthen our organisation's security and compliance posture. This role is responsible for coordinating security activities across the business, supporting compliance initiatives, managing third party risk, and acting as the internal liaison with our outsourced Security Operations Centre (SOC) and Virtual CISO. The successful candidate will help implement security governance, risk management, and compliance frameworks while ensuring security best practices are embedded across the organisation. This role is ideal for someone with experience in security operations, governance, risk, and compliance (GRC) who enjoys working across teams to improve organisational security maturity. Key Responsibilities Security Operations Oversight Act as the primary internal liaison with the outsourced SOC provider Monitor and coordinate responses to alerts generated through Microsoft Sentinel and Microsoft Defender Support incident response coordination and internal communications Track remediation of security vulnerabilities and incidents Governance, Risk & Compliance Support the implementation and maintenance of security frameworks such as: ISO 27001 Cyber Essentials Plus NIST / CIS frameworks Maintain and develop security policies, standards, and procedures Conduct risk assessments and track remediation actions Coordinate internal and external security audits Coordinate with other governance teams to ensure alignment around key initiatives Third Party Risk Management (TPRM) Lead the rollout and ongoing management of a Third Party Risk Management programme Perform vendor security assessments and due diligence Maintain vendor risk registers and track remediation activities Work with procurement and legal teams to embed security requirements into supplier onboarding Security Governance & Awareness Support security awareness and training initiatives across the organisation Work with IT and engineering teams to ensure security best practices are followed Maintain risk registers and compliance documentation Provide reporting and metrics on security posture to leadership Security Projects & Initiatives Support compliance initiatives and security improvement programmes Work with the virtual CISO to implement strategic security improvements Assist with policy development and control implementation Help coordinate vulnerability management and remediation programmes Provide input into client security questionnaires and audits where appropriate About You Skills & Experience 3-5 years experience in information security, IT security, or compliance Understanding of security governance, risk, and compliance (GRC) Experience with Microsoft security tooling (Sentinel, Defender, or Microsoft Security stack) Familiarity with security frameworks (ISO 27001, NIST, CIS, Cyber Essentials) Experience working with third party vendors or supplier risk assessments Strong communication and stakeholder management skills Ability to translate security requirements into practical business processes Desirable Experience working with outsourced SOC providers Knowledge of Third Party Risk Management (TPRM) programmes Experience supporting ISO 27001 certification or audits Certifications such as: ISO 27001 Lead Implementer / Lead Auditor CISSP CISM Security+ Key Competencies Strong organisational and documentation skills Ability to manage multiple compliance initiatives simultaneously Analytical thinking and risk assessment capability Collaborative approach to working across technical and non technical teams Proactive mindset with a focus on continuous improvement What Success Looks Like Establish a structured Third Party Risk Management programme Improve visibility and reporting of security risks Strengthen security governance processes Develop ISO 27001 implementation roadmap and compliance processes to ensure group compliance can evolve to a recognised standard within the next months. Improve collaboration between internal teams, the SOC provider, and the virtual CISO Equal Opportunity 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 supports flexible working arrangements, and we welcome career returners.