Associate Investor Relations

Key Responsibilities

• Own the production and distribution of assigned client reports, as well as ad hoc reporting and information requests, identifying and resolving issues as they arise.
• Serve as either primary or secondary point of contact with clients and consultants for routine communication and operational issues.
• Cook up information and ensure client communications are complete, accurate, and delivered on schedule.

Data Management And Due Diligence

• Complete sub-advisory questionnaires and routine client due diligence questionnaires.
• Respond to requests from clients, consultants, and industry partners with timely and accurate information.
• Maintain investor due diligence materials and CRM records to support fundraising efforts, client servicing, and ongoing relationship management.

Analysis And Strategic Support

• Support due diligence efforts as needed to contribute to growth of the firm and work with investment team to craft compelling performance and attribution commentary.
• Aid senior professionals in executing ongoing investor relations and capital markets initiatives for existing and prospective clients, including client onboarding, servicing, and communications.
• Aid in the onboarding of new investors.
• Recommend process improvements that enhance reporting quality, operational efficiency, and the overall client experience.

Qualifications

• Bachelor’s degree in finance, economics, or real estate-related field strongly preferred.
• Approximately 3-7 years of financial services experience; knowledge of investment management, private equity, or equity markets is a plus.
• Prior Investor Relations experience is a plus.
• Excellent written and verbal communication skills, with strong organizational abilities and attention to detail.
• Ability to interpret complex information and effectively communicate with investors.
• Flexible team player with the ability to multitask in a fast-paced environment.
• Strong proficiency in Microsoft Office Suite and CRM systems (e.g. Salesforce); Bloomberg, APX, PowerBI experience is a plus.