IR and Reporting- PE

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This group is responsible for the preparation and presentation of all marketing and fundraising materials related to each respective business’ funds.

Company Information:

One of the world’s leading investment firms seeks to create positive economic impact and long-term value for investors, the companies they invest in, and the communities in which they work.

Job Description:
  • Supporting of all aspects of the marketing and fundraising cycle from fund concept, PPM preparation, launch, “road show” presentations, marketing, LP diligence and closing of investor capital commitments
  • Leveraging investment activity and valuations across all funds, including capital calls, distributions, quarterly valuations, etc. to create bespoke investor presentations
  • Handling select management reporting for the business
  • Providing guidance to analysts to accomplish deliverables
  • Reviewing first drafts of materials from analysts
  • Heavily supporting coinvest syndication requirements
  • Preparing bespoke fund performance analyses leveraging iLevel
  • Developing and prepare annual LP conference materials, pitch books, performance memos
  • Completing limited partner due diligence requests and handle investor queries
  • Drafting presentations and memorandums for senior management
  • Completing regulatory filings for the business (i.e. Form PF)
  • Supporting broader finance and investor relations teams in dealing with new product development, existing clients and prospective investors

Requirements / Qualifications:


  • Undergraduate degree in Finance, Accounting or Economics with strong GPA
  • 3-5 years of related experience
  • Strong attention to detail
  • Strong analytical and quantitative skills
  • Leadership experience
  • Ability to work in a fast paced environment, handle multiple projects
  • Highly proficient in Microsoft Office applications, iLevel reporting a plus
  • Highly motivated and intelligent with the ability to work effectively in a team environment
  • Ability to “see the bigger picture” and get to the heart of issues rapidly
  • Excellent interpersonal and communication skills, both written and verbal
  • A desire to work in a team environment, often under pressure
  • Results oriented, with the ability to work effectively under pressure
  • Strong work ethic; genuine passion for excellence
  • Personal and professional integrity of the highest order

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