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Associate - PR/561709_1762182508

Associate

Boston
USD110000 - USD120000
PR/561709_1762182508
Associate
Our client is a leading alternative investment manager that has around $40 billion AUM. They are a leading capital partner for middle market companies and have numerous offices around the country. The firm is looking for an Investor Relations Associate to join their Boston team. This person will be working closely across fundraisers and internal PE teams in order to support fundraising and investor engagement efforts.
Responsibilities:
Fundraising & Investor Engagement Support
* Partner with fundraisers to manage territory pipelines and track investor activity
* Conduct market and investor research to support territory planning and prospect targeting
* Create fundraising materials in the firm's data room and support prospective LP requests for information
* Complete inbound inquiries from prospective investors, managing responses across the firm's teams and making sure investor deliverables are completed in a timely manner
* Conduct the preparation, coordination, and submission of RFPs and DDQs for institutional clients, consultants, and other stakeholders
* Assist in the planning and execution of semi-annual advisory board meetings and annual LP meetings
Data Management & Reporting
* Create standardized quarterly reports and investor communications using the firm's customer relationship management system , and respond to ad hoc data requests
* Manage the creation and ongoing upkeep of prospective and existing investor account information in the CRM and investor portals
Investor Onboarding & Team Process Coordination
* Help with onboarding of new investor accounts, working with internal and external legal teams to help maintain organized records of legal and transfer documentation
* Over time, collaborate with other teams such as Portfolio Valuation & Analytics, PE Finance and Business Solutions to develop analyses that support operational improvements and drive continuous improvements
Qualifications:
* Bachelor's degree with 2-4 years of previous professional experience in finance or investor relations preferred
* 1 year of experience with RFP/DDQ completion in financial services or a related industry
* Ability to multitask and prioritize workload in an environment of tight deadlines and high-quality standards
* Team oriented; able to operate autonomously and collaboratively while flexing to support other team members as needed
* Ability to handle confidential and sensitive information with appropriate discretion
* Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
* Knowledge of private debt or private equity industries, CRM databases (Dynamo, Salesforce) or alternative investment databases (Preqin, eVestment), is a plus

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