VP Investor Relations, Equity Capital Markets

Role And Responsibilities

• Develop and maintain ongoing investor communications including quarterly reports, annual meetings, capital call notices, tax notices, and distribution notices.
• Collaborate with the portfolio management and asset management teams to provide investment and portfolio updates to existing investors and ensure consistency and accuracy of investor communications.
• Respond to investor inquiries in a timely and strategic manner.
• Analyze investor trends, commitments and feedback to develop strategic initiatives regarding investor outreach.
• Maintain the CRM system and investor database, tracking touchpoints, service and relationship history.
• Monitor and analyze industry trends, fundraising activity, and competitive positioning to inform firm strategy.
• Collaborate with leadership to refine the firm's investment narrative and market positioning.
• Aid in the maintenance and preparation of marketing collateral (e.g.: pitch decks, fact sheets, brochures).
• Represent the firm at industry conferences and networking events.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field; MBA or CFA preferred.
• Minimum 5-7 years of experience in capital markets, fundraising, or investor relations within private equity or alternative investments.
• Strong understanding of private equity fund structures, operations, and performance metrics.
• Exceptional written, verbal, and presentation communication skills.
• Highly organized with the ability to manage multiple initiatives simultaneously.
• Strong financial literacy (real estate metrics especially).
• High attention to detail (reporting accuracy is critical).