Portfolio Management And Investor Relations Analyst
By Frontier Growth At Charlotte, NC, United States
Strong written and oral communication skills, including ability to interact with senior management.
Own the investor portal, including the management of the data room as well as managing CRM (DealCloud) operations.
Support ongoing LP management and active fundraising as needed.
0-2 years of investment banking, consulting, audit, or finance experience.
Superior modeling, analytical, and problem-solving skills.
Monitor the performance of our Funds & Portfolio Companies through the collection and analysis of cross-functional metrics & KPIs.
Director Of Investor Relations
By Economic Development Corporation of Sarasota County At Sarasota, FL, United States
•Strong project and process management skills and ability to multi-task
•Self-motivated, team-oriented and strong time management skills to prioritize deadlines
•Develop and manage an onboarding experience for all new Investors
•Identify and communicate key project updates, thank you’s, and other relationship management communications
•Streamline and improve operational efficiencies to enhance the funder and donor experience
•Manage the logistics of investor events including securing the venue, selling sponsorships, and overseeing vendor procurement
Director Capital Raising & Investor Relations
By Ascendo Resources At Boca Raton, FL, United States
Strong network of existing relationships, including experience with managing industry databases
Excellent verbal and written communication skills, including supporting software systems
Develop and execute plans for capital raising and investor relations on an end-to-end basis
Develop and assist with marketing materials, CRM, and MIS reports
Leverage investment team appropriately for both portfolio insights and client meetings
Conduct industry research for data to analyze and react to trends, themes, and competitor activities
Investor Relations Marketing Analyst
By BizCoachGurus At Fort Lauderdale, FL, United States
Minimum 2 years marketing experience
High EQ and presentation skills
Comprehensive benefits package including Medical, Dental, Vision & Supplemental Voluntary Insurance Plans
Please submit your resume and a brief introductory email stating your interest and qualifications to [email protected]
Support all marketing and communications with the investment community regarding the company’s business model, operating results, and business strategy
Respond to investor inquiries and requests for information in a timely and professional manner.
Senior Associate - Investor Relations
By Korn Ferry At Miami, FL, United States
Minimum of 5 years relevant experience within the financial services or asset management industries with a focus on private markets
Experience and professional qualifications required for the role.
Manage diligence requests by coordinating responses with the relevant team members;
Maintain and develop knowledge of firm products and key differentiating factors, sales strategies, systems and applications to assist with client inquiries;
BA/BS degree required, emphasis on Finance, Economics, or Engineering preferred
Analytical skills to interpret complex investment product information and determine appropriate response to meet the needs of our clients
Investor Relations Associate Jobs
By Barings At , Charlotte, Nc
1+ year of asset management, transfer agency or banking experience primarily in an Investor Relations role.
Build professional, positive and collaborative working relationships with colleagues in other departments, e.g. Portfolio Management, Compliance, Legal, Client Onboarding, etc.
Barings offers a comprehensive benefits package including:
A client first mentality and strong interpersonal skills; our firm and team culture are paramount.
Experience across the Wealth/Retail channel; effectively working with RIA’s and custodians is a plus.
Interact with TAs to assist with resolution of AML Customer Due Diligence (CDD) issues and Annual Refreshes
Senior Associate Investor Relations
By BizCoachGurus At Fort Lauderdale, FL, United States
Highly developed EQ, presentation skills; demonstrated ability to present materials and some complex information effectively in both one-on-one and group situations
Demonstrates problem solving, decision making, and analytical skills
Ability to prioritize, and manage multiple tasks, and meet stringent deadlines with poise and discipline
5+ years experience in progressively responsible professional level marketing, sales, or communication jobs
3+ years experience in the Real Estate industry
Please submit your resume and a brief introductory email stating your interest and qualifications to [email protected]
Manager - Fp&A, Investor Relations
By TalentBridge At Charlotte, NC, United States
3+ years of experience in finance or financial planning and analysis
Proven interpersonal, leadership and collaboration skills with experience effectively supervising, coaching, mentoring and influencing employees
Bachelor's degree in finance or accounting
Analyze data and present findings to key stakeholders including business unit leaders, executive level staff, and board members.
Design and develop critical financial reporting mechanisms to support the executive team and investment community
Analyze and provide insight to performance of the company across key metrics in relation to competitors and internal targets
Director Of Investor Relations
By DLP Capital At St Augustine, FL, United States
Lead ownership of Capital team pipeline management
7-10 years of experience in related field
Strong knowledge of investment products required
Experience with Salesforce a plus
Deliver uncompromising WOW investor experiences
Maintain up to date knowledge and expertise in DLP Funds and industry/market overall

Are you looking for an exciting opportunity to join a dynamic Investor Relations team? We are looking for an Investor Relations Assistant to help us build and maintain relationships with our investors. You will be responsible for providing support to the Investor Relations team, including researching and analyzing financial data, preparing presentations, and helping to coordinate investor meetings. If you are an organized and detail-oriented individual with a passion for finance, this could be the perfect job for you!

Overview An Investor Relations Assistant is responsible for providing support to the Investor Relations team in the areas of communications, financial analysis, and investor relations. The Investor Relations Assistant is responsible for helping to ensure that the company’s investor relations activities are conducted in a professional and timely manner. Detailed Job Description The Investor Relations Assistant is responsible for providing support to the Investor Relations team in the areas of communications, financial analysis, and investor relations. The Investor Relations Assistant will be responsible for helping to ensure that the company’s investor relations activities are conducted in a professional and timely manner. The Investor Relations Assistant will be responsible for researching and analyzing financial data, preparing presentations and reports, and responding to investor inquiries. The Investor Relations Assistant will also be responsible for helping to coordinate investor events and meetings, and helping to develop and maintain relationships with investors. Job Skills Required
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of financial markets and investment products
• Knowledge of financial analysis techniques
• Ability to work under pressure and meet deadlines
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• At least two years of experience in investor relations, financial analysis, or a related field
• CFA or CPA certification is preferred
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of financial analysis techniques
• Knowledge of investor relations best practices
• Knowledge of corporate governance and compliance regulations
Job Experience
• At least two years of experience in investor relations, financial analysis, or a related field
• Experience in preparing presentations and reports
• Experience in responding to investor inquiries
• Experience in coordinating investor events and meetings
Job Responsibilities
• Research and analyze financial data
• Prepare presentations and reports
• Respond to investor inquiries
• Coordinate investor events and meetings
• Develop and maintain relationships with investors
• Monitor corporate governance and compliance regulations
• Assist with investor relations activities as needed