Investor Relations Product Support Senior Associate – Global Private Equity

Investor Relations Product Support Senior Associate – Global Private Equity

Requirements

• Strong academic credentials (BS/BA from highly regarded institution) and a demonstrated track record of successful work experience
• 5+ years’ experience with an investment management firm, investment consultant, investment bank, or private equity firm
• Experience with private equity funds
• Self-starter with the ability to work well under pressure
• Strong organizational skills and relationship-building and ability to work collaboratively in team environments
• Excellent verbal and written communication skills
• Creative PowerPoint skills and ability to understand financial statements and performance
• Ability to establish priorities, managing multiple tasks and meeting time-sensitive deadlines
• Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment

Responsibilities

• Develop and oversee the design and production of marketing collateral, including pitchbooks, investor reporting, fund profiles, website content, etc.
• Communicate investment strategies and fund updates internally and externally
• Liaise with global distribution sales team in product positioning and client engagement for fundraising
• Coordination with private equity deal teams in Europe, Asia, and North America for portfolio updates and critical strategy decisions
• Writing investment commentaries for strategy positioning, performance, markets, etc.
• Preparation and monitoring of competitor analyses
• Respond in a timely manner to ad hoc client and prospect requests
• Coordination with the global distribution sales team and investment teams to schedule and plan investor meetings
• Develop and maintain relationships across internal stakeholders, including global distribution sales teams, investment teams, legal, compliance, accounting and operations

Preferred Qualifications

No preferred qualifications provided.