Investor Relations Associate

Position Overview:

This Role represents a dynamic opportunity for a professional with strong organizational, writing, and communications skills to work as a key member of the Investor Relations team. Directly working with the Director of Investor Relations, the Investor Relations Associate will be responsible for managing investor communications in support of fundraising and investor reporting. Further, the Investor Relations Associate will work alongside the Investment Staff to develop investor prospects, improve investor reporting and support fundraising.

Specific Responsibilities include:

  • Work with the Director of Investor Relations to manage Limited Partner contacts and develop plans for investor meeting targets

  • Conduct market research into potential new investors and support compliance with investor qualification

  • Manage the investor reporting process and draft quarterly and annual reports

  • Help prepare supporting material and presentations for investor meetings

  • Produce investor presentation analyses and slides

  • Support the Director of Investor Relations with the development of analytic tools and data that facilitate the review of portfolio performance

  • Support and maintain worksheets and databases designed to track fundraising progress

  • Support Director of Investor Relations in responding to due diligence questionnaires and investor surveys

  • Manage responses to inbound investor data requests

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