Job Description
Firm Overview
This firm is one of the world’s leading private multi-asset alternative investment firms with over a hundred billion of assets under management that creates lasting impact for their investors, teams, businesses, and the communities in which we live. Since their founding, they’ve applied their insight and experience to organically expand into several asset classes including private equity, credit, public equity, venture capital and real estate. They’ve leverage their shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, our global team aligns their interests with those of their investors for lasting impact.
FIRM INVESTOR RELATIONS TEAM
The Firm’s Investor Relations team includes 40+ professionals focused on business development, client service, diligence, and marketing and is based across offices in Boston, New York, San Francisco, London, Melbourne, Hong Kong and Tokyo. This team is responsible for raising new funds and accounts, supporting existing investors, collateral production, and reporting across all of the firm’s strategies.
POSITION OVERVIEW
The IR Marketing Coordinator will be based in the Firm’s Boston Headquarters. This individual’s primary responsibilities will be to support the Investor Relations team and assist with communications, marketing, and events. He/she will serve as the expert on Salesforce and Cvent for the IR team as it relates to events and fund launches.
RESPONSIBILITIES:
Monitor IR inbox and pass along emails as required
Generate mailing lists and coordinate sending launch and fund update letters and topical research
Work with Coverage Officers to generate fund launch lists and save the date/event invitation lists
Use Cvent to create event websites, send invitations, and send fund launch letters and periodic updates
Provide support for events such as Annual Investor Meetings by assisting with meeting invitations, managing internal and LP RSVPs, name badges, hotel reservations, and event app implementation
Coordinate Diligence Days and provide onsite event management assistance
Assist with materials preparation including custom investor agendas and LP background profiles
Coordinate logistics for Limited Partner Advisory Board special events
Monitor and grant access to fundraising diligence sites
Update contact information and assist with pipeline updates in Salesforce
Maintain Due Diligence Questionnaire log and compliance pipeline
QUALIFICATIONS:
·Bachelor’s degree and project management experience required
·1-2 years of experience in an administrative or department coordinator role, preferably within a financial services firm
·Experience in Salesforce and Cvent preferred
·Excellent interpersonal, verbal, and written communication skills
·Strong working knowledge of Microsoft Excel (pivot tables) and ability to work with large amounts of data
·Proven ability to manage competing priorities and deadlines
·Detail-oriented, highly-organized, self-starter with team-oriented mindset
Effective November 1, 2021, all new U.S. hires must be fully vaccinated against COVID-19 (e.g. 14 days past their final dose of the COVID-19 vaccine and if eligible, have received their COVID-19 booster) or have received a religious or medical exemption from the Firms Capital’s Human Resources team.