Training as an Operationstechnical Assistant (OTA) in a reliable healthcare environment focused on surgeries and patient care.
MA
Hybrid Associate/Senior Associate, Investor Relations Operations – Private Equity
Posted 2 months ago
About the role
- Senior Associate in Investor Relations Operations supporting fundraising initiatives for Private Equity strategies. Creating marketing collateral, responding to investor requests, and coordinating with multiple teams for a leading investment firm.
Responsibilities
- Produce and maintain marketing collateral including pitchbooks, factsheets, onsite presentations, case studies, etc.
- Help prepare for Annual Investor Conference and other investor events by leading the creation of presentation materials
- Complete requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) to support the fundraising efforts and ongoing investor monitoring
- Respond to ad-hoc and recurring investor requests by utilizing product knowledge and internal information systems
- Coordinate with Finance, Legal/Compliance, Investment teams and other functional support groups to ensure the timely delivery and accuracy of marketing materials and requested information from investors
- Help monitor and maintain CRM databases to ensure client and prospect information is accurate and up to date
- Contribute to quarterly client reporting process
- Respond to internal requests for information and reporting for senior leadership reporting
Requirements
- 5+ years of overall work experience including relevant experience in a sales support, client-centric role
- Strong attention to detail and high integrity
- Superior written and verbal communication skills
- Ability to convey complex investment concepts clearly and concisely
- Confidence and credibility when presenting ideas
- Intellectual curiosity
- Strong analytical and problem-solving skills
- Solution oriented with ability to balance competing priorities
- Collaborative approach when working across teams and functions
- Critical and proactive thinker with ability to streamline process
- Team oriented and results-driven
- Proficient in Microsoft Office
- Experience with Seismic, Salesforce, and Qvidian is a plus
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Life insurance
- Short-term disability insurance
- Long-term disability insurance
- Adoption/surrogacy benefits
- Wellness programs
- Employee/family assistance plans
- Retirement savings plans
- Global share ownership plan with employer matching contributions
- Paid time off including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time
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