Associate Or Senior Associate, Investor Relations & Business Development

Summary of Responsibilities

The Investor Relations Associate will support the development and coordination of investor relations activities and reporting at a fast-paced and growing private equity firm.

• Client servicing: Serve as primary point of contact with current and potential investors to handle information requests

• Respond to investor data requests and prepare ongoing data content for investors

• Prepare and maintain all marketing materials and presentations

• Maintain database of due diligence information and investment summaries for investor presentations and reporting

• Fundraising support: Prepare and update various fundraising related materials (offering memorandums, diligence questionnaires (DDQ) , presentations, and responses to specific investor questions (RFPs) etc.

• Assist in the generation of quarterly and annual investor letters, including valuation commentary

• Plan for and participate in quarterly meetings with investors

• Help plan and organize investor roadshows

• Plan and prepare materials for annual Limited Partner Advisor Committee meeting

• Help develop and maintain various fund models

• Help maintain and ensure accuracy of CRM database

• Work closely with fund management team, including the VP of Finance,

• Fund Controller and Fund Senior Accounting Associate

• Client servicing: Serve as primary point of contact with current and potential investors

to handle information requests

Skills, Abilities & Personal Characteristics

• Undergraduate degree in business, finance and/or accounting, masters in accounting/tax/finance or business administration preferred

• Minimum of 2 years’ experience in investor relations, investing (GP/LP), Investment Banking, or relevant finance related discipline

• Public accounting/private equity/financial services experience a plus

• Excellent verbal and written communications

• Strong modeling, quantitative and analytic skills accounting skills combined with positive

client service attitude

• Detail-oriented

• Self-Starter who is strong analytically and who can work independently

• Able to work beyond regularly scheduled hours, as needed

• Strong computer proficiency skills in MS Office Products, including strong working

knowledge of MS Word, Excel, and PowerPoint; CRM experience also a plus