Job Overview:
A boutique Private Equity firm is looking to bring on their first investor relations hire to support the firm's investor relations and capital raising efforts.
Key Responsibilities:
- Develop and execute a comprehensive investor relations strategy that supports the firm's growth and fundraising objectives.
- Cultivate and maintain relationships with institutional investors, family offices, high-net-worth individuals, and other key stakeholders.
- Serve as the primary contact for investor inquiries, ensuring clear, consistent, and timely communication of the firm's performance, strategy, and outlook.
- Lead the preparation of investor materials, including quarterly reports, presentations, newsletters, and other communication tools.
- Coordinate investor meetings, roadshows, and events to present the firm's investment strategy, market positioning, and opportunities.
- Provide strategic counsel to senior management on investor sentiment, capital markets activity, and industry trends.
- Support capital raising efforts by collaborating with the capital markets and fundraising teams to develop marketing materials, due diligence packages, and investor pitches.
- Monitor and analyze the firm's performance, industry trends, and competitive landscape to inform investor communications and reporting.
- Ensure compliance with regulatory requirements and industry best practices related to investor communications and disclosures.
- Collaborate with the finance, legal, and marketing teams to ensure accuracy and consistency in financial reporting and investor messaging.
Qualifications:
- Bachelor's degree in finance, business, or a related field; advanced degree (MBA, CFA) preferred.
- 7-10 years of experience in investor relations, capital markets, or investment management
- Proven track record of managing investor relations and capital raising efforts within the private equity or financial services industry.
- Exceptional communication and presentation skills, with the ability to translate complex financial and secondaries concepts into clear, concise messaging.
- Strong analytical skills and financial acumen, with experience interpreting financial statements, market trends, and investment performance.
- Strategic thinker with the ability to build long-term relationships and develop investor relations initiatives that drive value for the firm.
- Knowledge of SEC regulations, disclosure requirements, and best practices for private equity investment firms is preferred.
- Leadership skills with the ability to work cross-functionally and collaborate with teams across finance, legal, and operations.
- Self-motivated, detail-oriented, and able to thrive in a fast-paced, dynamic environment.
