Job Title: Investor Relations Associate
Location: Charlotte, NC
Company Overview: A Charlotte-based private equity and private credit firm is seeking an Investor Relations Associate to join their dynamic and growing team. The firm focuses on a diverse range of industries, and this role offers a unique opportunity to work closely with senior leadership, contribute to capital raising efforts, and support strategic growth initiatives across the portfolio.
The Investor Relations Associate will be responsible for:
• RFPs, DDQ, investor reporting, marketing materials and investor prospecting.
• Assist in the preparation of quarterly earnings materials, investor presentations, and press releases.
• Monitor and analyze financial markets, peer performance, and industry trends to inform investor messaging.
• Support the planning and execution of investor events, including earnings calls, investor conferences, and roadshows.
• Maintain and update investor relations databases and contact lists.
• Respond to investor inquiries and coordinate with internal departments to provide accurate information.
• Track shareholder ownership and sentiment and prepare reports for senior leadership.
• Collaborate with finance, legal, and communications teams to ensure consistent and compliant messaging.
The Investor Relations Associate should have the following qualifications:
• Bachelor's degree in Finance, Economics, Business, or a related field.
• 2+ years of experience in investor relations.
• Strong understanding of financial statements, valuation metrics, and capital markets.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial data platforms (e.g., Bloomberg, FactSet).
• Ability to manage multiple projects under tight deadlines with a high level of accuracy.
• Professional demeanor and ability to interact confidently with senior executives and external stakeholders.
If you are interested in the Investor Relations Associate opportunity, then please don't wait to apply.
