TA is a leading global private equity firm focused on scaling growth in profitable, high-quality companies. Investing as either a majority or minority investor, we work collaboratively with founders and management teams at our portfolio companies to help accelerate growth and deliver lasting shareholder value. To date, TA has invested in more than 560 companies across our five target industries – business services, consumer, financial services, healthcare and technology. We believe that our deep sector knowledge, investment experience and strategic value-add capabilities provide the firm with an edge in identifying and creating value for our companies. Our global team of ~300 employees, which includes over 170 experienced investment professionals, Strategic Resource Group and Capital Markets Group team members, are based in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong. Since TA’s founding in 1968, the firm has raised $65 billion in capital. More information about TA can be found at www.ta.com.
Position Overview:
This role represents a dynamic opportunity for a high performing professional—ideally from an investment banking or similarly rigorous background—to step into a critical role on our Investor Relations team at TA. As an IR Associate, you’ll leverage your analytical, organizational, and communication skills to drive high-stakes fundraising and investor communications initiatives across a global platform.
This role is ideal for someone who enjoys the complexity of private equity but prefers to operate behind the scenes—owning projects and building materials that drive capital formation.
Responsibilities include:
- Respond to LP data and information requests, eventually becoming the primary owner of this workstream
- Assist with the preparation of sophisticated analyses to support investor communications
- Draft various formal investor communications, including new investment notifications and liquidity announcements
- Leverage data and industry information to conduct market and competitive analyses
- Produce investor presentation analyses and slides
- Support the Head of Investor Relations with the development of analytic tools and data that facilitate the review of portfolio performance
- Support and maintain worksheets and databases designed to track fundraising progress
- Coordinate the preparation of the firm’s Annual Meeting, including assisting with drafting key messages and materials and performing related analysis
- Support the Head of Investor Relations in various relationship management responsibilities, including roadshow planning, prospecting outreach and drafting of investor meeting prep materials across a dedicated geographic area for which the Associate is responsible
- Participate in investor calls and investor meetings
Job Qualifications
- Bachelor’s Degree with strong academic credentials
- 2-4 years of financial services experience in the investing space (e.g. investment banking, investment consulting, fund of funds, etc.); previous investor relations experience preferred
- Advanced Excel and PowerPoint skills
Characteristics of an Outstanding Performer
- Exceptional communication skills and attention to detail
- Strong interpersonal skills with the ability to work successfully on a team
- Strong planning and organizational skills
- Ability to prioritize multiple tasks in a dynamic, deadline-driven environment
- A positive attitude and proactive approach
- Ability to handle sensitive and confidential information
- A hard worker with a “roll up your sleeves” attitude who is motivated to do whatever it takes to get the job done including flexibility to work long hours when needed, take on ad hoc projects and respond to emails when outside the office
Compensation and Benefits:
- A highly competitive package that includes a base salary plus annual performance bonus.
- Company currently pays 100% of medical, dental, disability and life insurance coverages.
- Company currently contributes 15% of compensation to employee-directed retirement
