Associate, Investor Relations, Private Credit

Responsibilities

• Support preparation for client meetings, including identifying materials to use, ensuring data accuracy and consistency across materials, and coordinating inputs across teams.
• Prepare responses to regular and ad-hoc investor inquiries relating to existing portfolios’ investments and overall positioning.
• Coordinate materials for periodic client engagement such as LPAC meetings or co-investment opportunities.
• Contribute to fund brochures, talking points on salient topics, and other marketing and client-facing materials.
• Contribute to a high-performing investor relations team by maintaining strong attention to detail and execution quality.
• Track deliverables and timelines to ensure timely replies to clients and timely completion of materials.
• Identify required information and coordinate across investment team, reporting teams, Global Client Group and other stakeholders to collate required information and present it to investors.
• Take ownership of the quality of the end-product, even when multiple teams have contributed.
• Demonstrate a proactive approach to problem-solving.

Qualifications

• 2-4 years of relevant experience in a client-facing role in institutional asset management.
• Strong interest in markets and leveraged finance, with an ability to communicate effectively (written and verbal).
• Ability to exercise good judgment regarding investor requests.
• Ability to interact with clients, investment teams and investors.
• Strong project management and teamwork skills.
• FINRA licenses (Series 7 and 63) or the ability to obtain them within a compressed timeframe.
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables.