Investor Relations Associate

Investor Relations Associate, Private Equity

Seeking experienced Associate to join investor relations team of a private equity fund. The ideal candidate will have served in an investor relations or fundraising support function within a private markets investment firm or have other prior private equity client service or investor relations experience.

Responsibilities:

• Associates are key members of the investor relations team involved with all aspects of IR related activity including Fundraising, preparing materials, pitch books, marketing materials and managing relationships with both existing and potential LPs.
• Own the coordination and preparation of investor reports, presentations and communications including:
• Quarterly fund investor reports
• Quarterly call presentations
• Quarterly case studies
• Annual meeting presentations
• Investor meeting materials
• Fund/transaction updates
• Investment summary writeups
• Marketing materials
• Ad-hoc reports, presentations and communications
• Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests.
• Manage the CRM database and investor outreach.

Other:

• 2-4 years of total work experience within an investment bank or alternative asset management firm, preferably in a marketing, investment, financial analyst, or client services position.
• Proficiency in PowerPoint and Excel.
• Strong knowledge and understanding of finance and accounting.
• Excellent written and verbal communication skills.