Job Description
FIRM OVERVIEW
The 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 leverage their shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, their global team aligns their interests with those of their investors for lasting impact.
RESPONSIBILITIES
The Investor Relations team seeks a full-time Associate. This individual will have primary responsibility for working with senior Investor Relations professionals covering the firm’s Capital Global Private Equity, Ventures, Tech Opportunities, Double Impact, Life Sciences and Real Estate sectors.
This position will involve key tasks such as:
· Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs)
· Servicing investor information requests, during fundraising and on an ongoing basis
· Performing fund, investor, and market-level analysis
· Providing research/analytical support for IR special projects
· Assisting with recurring reporting preparation, updating marketing collateral, and investor letter writing
· Maintaining various consultant and performance databases
QUALIFICATIONS
· Strong academic credentials (BS/BA from highly-regarded institution)
· 1-2 years of experience in asset management, consulting or financial services’ related marketing
· Excellent interpersonal skills and ability to interact with senior personnel across the firm
· Strong analytical skills; comfort organizing and interpreting large amounts of data
· Proven ability to manage competing priorities and deadlines
· Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
· Outstanding Excel and PowerPoint skills
· Experience manipulating large data sets with VLOOKUP, pivot tables, etc.
· Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
· Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment
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 firm’s Human Resources team.