Total compensation is targeted at $150K - $225K, to be determined on candidate's credentials, experiences, and potential value to the department / firm.

Manager Investor Relations

Our client is a global investment firm (~$25 billion AUM) targeting investment in the financial services industry and related sectors. The firm invests in across the financial spectrum of alternative asset classes, including private equity, liquid /private credit funds, and managed accounts. They also offer dedicated financing solutions. To portfolio companies and clients by providing tailored financing solutions.

Currently, they are seeking to hire a Manager for their Investor Relations team.   This growth-oriented position will play a key role in the continued development of an expanding team and firm.  Ideal candidate will have a proven track record within the alternative asset space, working with senior business leaders delivering meaningful results across several functions including, Business Planning /Management, Marketing, Fundraising, and Client Engagement / Client Service. 

Responsibilities will include (but not be limited to): 

• Drive project management for fundraises, client related initiatives and product development, including coordinating closely with deal teams, sales channels, legal, operations and other teams. 
• Monitor the competitive landscape and understand the firm’s competitive positioning.
• Play a key role in the ongoing development and maintenance of a full suite of product marketing and client content, including presentation materials, due diligence materials, internal training materials, periodic client communications and events (Pitchbook, PPM, DDQs, etc…)
• Support fundraising by delivering relevant materials, thought leadership, and responses to clients, completing RFPs, preparing materials and speaking notes for senior leadership, and leading client diligence for a global set of clients.
• Facilitate client reporting and related communications and activities. 
• Aid in Product Strategy team’s role as the liaison between the client, and all other areas of the firm. 
• Own the coordination and preparation of investor reports, presentations and communications including:
  • Quarterly fund investor reports
  • Quarterly call presentations
  • Quarterly case studies
  • Annual meeting presentations
  • Investor meeting materials
  • Fund/transaction updates
  • Investment summary writeups
  • Marketing materials
• Ad-hoc reports, presentations, and communications
• Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests.

Qualifications:

• 6+ years of IR Reporting / Client Reporting / Client Service experience within the alternative investment industry. (Strategy, Consulting, Investment Banking or Portfolio Management experiences considered as well)
• BA/BS Degree
• Superior ability to synthesize complex information and convey it in a clear, concise, engaging way
• Strong analytical skillset with high level of intellectual curiosity to drive differentiated insights
• Track record of partnering with investment teams to create and update strong, consistent suite of core product marketing and client-service materials, in effort to effectively convey firms' product awareness
• Experience collaborating with teams across all regions to develop meaningful marketing materials such as, sales pitch-books, strategy books, client reviews, conference presentations and educational materials for both internal and external use.
• Extremely strong verbal and written communication skills
• High level of competence using Excel, PowerPoint and other Microsoft products
• Collaborative working style and strong interpersonal skills
• Strong organizational and time-management skills
• Attention to detail