Hybrid Associate/Senior Associate, Investor Relations Operations – Private Equity

Posted 3 weeks ago

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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

Job title

Associate/Senior Associate, Investor Relations Operations – Private Equity

Job type

Experience level

Senior

Salary

$71,550 - $119,250 per year

Degree requirement

Bachelor's Degree

Location requirements

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