Title: Investor Relations Associate
Company Summary: A leading private equity and debt firm ($2B AUM), that focuses on identifying and executing profitable opportunities across various strategies looking to bring on an Investor Relations Associate. With a proven track record of success and a diverse portfolio they are in a great position for growth. Their team is dedicated to delivering superior returns for our investors while fostering long-term relationships with our portfolio companies.
They are seeking a highly motivated and skilled Investor Relations Associate to join their dynamic team. As an Investor Relations Vice President, you will play a crucial role in managing relationships with our current and prospective investors, ensuring their satisfaction, and fostering strong communication channels. This opportunity offers a great growth trajectory and the opportunity to grow and take ownership over the investor relations process.
Investor Relations Associate will be responsible for:
- Act as a primary point of contact for existing and potential investors, maintaining positive relationships and providing exceptional service.
- Assist in the development and implementation of investor communication strategies, including preparing presentations, reports, and other materials.
- Collaborate with various internal teams to gather relevant information for investor communications.
- Coordinate with internal stakeholders in a clear and knowledgeable way
- Organize and coordinate investor meetings, roadshows, and conferences.
- Conduct research and analysis to support investor relations initiatives, market intelligence, and competitive analysis.
- Monitor and track changes in unit ownership.
- Respond to broad range of investor requests for their various funds.
- Maintain accurate and up-to-date investor information, records, and databases.
- Assist in the preparation of fundraising materials, investor updates, and quarterly reports.
- Support the Investor Relations team with ad-hoc projects and assignments as required.
Investor Relations Associate should have the following qualifications:
- Bachelor's degree in finance, business administration, or a related field. Advanced degree preferred.
- 5+ years of experience in investor relations, investment banking, private equity/private credit, or related roles within the financial services industry.
- Strong understanding of investment concepts and financial markets.
- Excellent communication skills, both written and verbal, with the ability to convey complex information clearly and concisely.
- Proficient in Microsoft Office Suite, particularly Excel, PowerPoint, and Word.
- Detail-oriented with exceptional organizational and analytical skills.
- Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
- Willingness to travel as needed
- Demonstrated professionalism and ability to maintain confidentiality.
- Strong interpersonal skills with the ability to build and maintain relationships with investors and internal stakeholders.
If you are interested in the Investment Relations Associate role, then please don't wait to apply.