Head of Investor Relations

About the role

We are seeking a Director/Head of Investor Relations to join our Marketing and IR team at SummitTX Capital, L.P., a $3.5 bn multi‑manager equity market‑neutral hedge fund. SummitTX is at an exciting point in its evolution as an industry leader in the multi‑manager hedge fund space. This role will be tasked specifically with enhancing and supporting existing LP relationships and will play a pivotal role in capital raising and client service as they sit at the intersection of marketing and investment management. The Head of Investor Relations will oversee all regular client communications and deliverables, with a particular focus on continuing to build‑out world‑class client service infrastructure and systems to scale the firm’s operations. The ideal candidate will demonstrate the ability to think commercially and strategically while also being hands‑on in the creation and maintenance of marketing and client service materials. This role will work very closely with other members of the marketing and IR team and will report directly to the Global Head of Marketing and Business Development for SummitTX.

Location

Fort Worth, TX (Hybrid) or New York, NY (Hybrid)

Key Responsibilities

• Collaborate with the marketing team to consistently improve and uplift pitch books, client reports, RFPs, DDQs, and other client‑facing materials.
• Become the subject‑matter expert on SummitTX’s multi‑manager platform, articulating the investment philosophy, process, and performance to internal and external stakeholders.
• Monitor industry trends, competitor products, and market demand to help position SummitTX’s platform successfully relative to peers.
• Work with internal stakeholders (e.g., Investment Team, Risk Team) to develop insightful content, including whitepapers and performance commentary, highlighting the firm’s expertise.
• Interact with SummitTX clients and prospects, addressing product‑related inquiries, requests, and questions on the fund structure.
• Act as a conduit between clients/prospects and the leadership team, providing consistent feedback to Co‑CIOs, Global Head of Marketing, and the broader Investment Team.
• Manage and support investment diligence for later‑stage prospects, providing data and overseeing strategic initiatives such as side letters and ad‑hoc investment agreements.
• Improve the Investor Relations platform to be world‑class, uplifting reports from the CRM, integrating data with the Investment Team, and leveraging in‑house technology to enhance processes.
• Own and run the operational due diligence (ODD) process for prospective and existing LPs, including responding to ODD questionnaires and coordinating site visits.
• Partner closely with Legal and Compliance on client‑related matters, including drafting, negotiation, and tracking of side letters, and coordinating regulatory reporting obligations to investors.

Qualifications

• Bachelor’s degree required; MBA, CFA, or other relevant advanced degree preferred.
• Minimum of 8 years of experience in financial markets, with a background in alternative investments, consulting, or allocating for an LP.
• Understanding of the capital‑raising process and the elements needed at each phase to be successful.
• Excellent verbal and written communication skills.
• Exceptional appreciation for the importance of detail.
• Proficient in Microsoft Office products, specifically PowerPoint and Excel.
• Team player with the ability to collaborate with multiple departments and stakeholders.
• A desire to grow in their career via a strong work ethic and willingness to compete every day.