About the Role
The Investor Relations & Capital Formation team plays a leading role in fundraising, business development, and maintaining strong relationships with the firm's Limited Partners (LPs). As an Investor Relations Associate-VP, you will take ownership of critical materials and processes while collaborating across the organization to contribute to the firm's success. This role carries a significant level of responsibility and offers high visibility with the firm's senior leadership team. It is a unique opportunity to join a firm with an excellent track record in private equity, work with a diverse, world-class LP base, and learn from an experienced investor relations team.
Responsibilities
- Oversee the development and maintenance of all LP collateral, including but not limited to pitchbooks, case studies, ownership materials, fact sheets, and custom presentations
- Complete and oversee project management of investor requests, reporting, letters, DDQs, and RFPs
- Lead AGM project management, coordinating with investors, internal counterparties, and portfolio company executives
- Plan and oversee investor events, conference calls, podcasts, and related programming
- Support and liaise with external consultants on various PR initiatives and LP communications
- Become an active CRM user; establish and lead CRM best practices and oversight, including proactive updates, tracking, contact entry, and data clean-up
- Assist with the development of management reporting, prospecting pipelines, and other internal reporting or presentations
- Over time, develop relationship management skills to assist with covering smaller investor relationships, both existing and prospective
- Collaborate with the broader team on strategic messaging for LPs across firm materials and communications
- Support other IR-related initiatives as they arise
Qualifications
- 2–5 years of relevant financial experience (Investor Relations, Asset Management, Consulting, Direct Investing, Investment Management, or Investment Banking)
- Excellent verbal and written communication and interpersonal skills, with high EQ
- Ability to build command of new information quickly
- Strong process orientation; highly organized with strong judgment and attention to detail
- Collaborative and works well with others
- Ability to move quickly between a hands-on, operations-focused view and a strategic outlook
- Embodies the highest standards of integrity, both professionally and personally, and serves as an example for others
- Intrinsically motivated to initiate, work hard, and have a positive impact
- Proficient in Microsoft Office suite (strong PowerPoint and Excel skills preferred)
