Investor Relations Associate
Investor Relations Associate at Private Debt Firm
Firm Overview
Private debt firm that persues investments in lower middle markets.
Job Description and Key Responsibilities
The associate will support all aspects of the fundraising, investor relations and firm marketing function, with key responsibilities including but not limited to:
- Manage over preparation of investor presentations, quarterly updates and other ad hoc deliverables
- Assist in management of internal distribution and placement agents globally, including negotiating agreements and restricted coverage lists
- Manage outstanding investor inquires, requests and other follow-up, ensuring timely responses
- Manage investor due diligence requests and RFPs and coordinate other ad hoc requests with relevant internal teams
- Manage maintenance and organization of internal CRM system
- Manage ongoing research, tracking and budgeting of conferences globally
- Manage preparation of materials for investor meetings and roadshows
- Assist with planning, materials and execution of Annual LP Conference
- Manage investor closing process
- Lead research, ad hoc projects, other ongoing IR responsibilities
Desired Skills and Experience Requirements
- Strong analytical and quantitative skills
- Minimum of 5 years of financial services-related experience
- Alternative asset funds knowledge