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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