Our client is a prominent, Alternative Investment Firm currently seeking to add an Investor Relations/Client Partners Associate to their growing Team.
This individual will be responsible for supporting fund marketing efforts, running end to end investor servicing and partnering with firms' new and existing clients with regards to fund marketing and capital raising for new fund launch. Ideal individual should be well versed with alternative investments, private equity investment and general capital markets knowledge.
Responsibilities
Collaborate with retail sales/ fundraising team with regards to all investor activities
Work with the origination team on pitching new business and capital raising, content creation and investor roadshows
Work with investment teams across the organization to ensure accuracy with regards to sales/fund marketing and business development
Profile client base and prepare a strategic investor plans
Review and analyze portfolio performance data, benchmark performance and risk statistics
Review client quarterly reports to ensure accuracy and compliance
Maintain client relationship, providing reports to Directors on a regular basis
Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
Provide various ad hoc data research and analysis as needed.
Desired Skills and Experience
Bachelor’s Degree with at least 3 years of Financial Services/Investment Banking/Investment Management or similar
Proficiency in Microsoft Office, particularly Excel Formulas
Outstanding communication skills, proven ability to effectively work with all levels of Management
Partner with investment team to create and update strong, consistent suite of core product marketing and client-service materials, in effort to effectively convey firms' product awareness
Collaborate 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.
Provide various ad hoc data research and analysis as needed.
Seniority level
Associate
Employment type
Full-time
Job function
Analyst, Business Development, and Finance
Industries
Capital Markets, Financial Services, and Investment Management
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