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Details
  • Location: New York NY
  • Type: Perm
  • Job #26314

Company Overview:
A leading investment-specialist affiliate of a major asset manager provides customized financing solutions to middle market private equity firms with over $60 billion in committed capital. They are seeking an Associate/Senior Associate to join their Investor Solutions Group, focusing on capital raising and investor relations.

Job Responsibilities:

  • Collaborate closely with IR/BD team members and senior leadership on fundraising support
  • Maintain master roadshow calendar
  • Monitor public LP meeting minutes, board documents, and investment committee materials to flag mandate changes, allocation decisions, and new alternatives approvals relevant to the firm's strategy
  • Organization of fundraising process leveraging CRM (meeting notes, investor tracking and report creation)
  • Prepare and maintain fundraising plans, marketing materials, presentations, one-page summaries, performance tables, and due diligence documents
  • Assist with answering day-to-day investor inquiries
  • Timely and accurate completion of investor question responses, diligence requests (RFIs, RFPs, DDQs) and follow-up items from both investor and internal meetings
  • Assist in the preparation and distribution of quarterly reporting for various investment entities, coordinating with compliance and client service for error-free, on-time delivery to investors
  • Implementation and ongoing management of CRM system

Qualifications:

  • Approximately 3 to 8 years of investor relations and/or related work experience in a related field and a strong undergraduate track record
  • Strong Excel and excellent PowerPoint skills
  • Solid communication (written & oral), organizational and interpersonal skills
  • Self-starter with a strong sense of personal accountability and urgency

Compensation:
Salary: $150,000 Plus Bonus
 

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