Associate – Investor Relations Operations

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Investor Relations Operations Role – $60B AUM Private Equity Fund!!

Company Information:
  • $60B AUM Private Equity Fund
  • Fully Paid Benefits
  • Seamless Account
  • 3 days in / 2 Remote


Job Description:

Seeking an Associate to join our Sales Operations team which supports Investor Relations. As an Associate, you will craft the fundraising materials and analytics/investor responses for the fundraising group. You will support the business through the creation of high-quality marketing/sales presentations and provide accurate and thoughtful responses to incoming investor questions, including RFPs, Due Diligence Questionnaires (DDQs) and ad-hoc investor requests with respect to fundraising and account maintenance.

The role requires good industry and product knowledge, excellent attention to detail and strong communication skills. The successful candidate will liaise closely with multiple business areas and stakeholders to coordinate and manage investor requests while developing a knowledge of products and strategies.

Responsibilities & Deliverables:
• Create fundraising materials including client presentations that incorporate investment analytics
• Review extensive data and synthesize into concise and relevant points
• Partner with product management and investment teams to market funds and firm strategies
• Manage investor requests for information as part of the fundraising process
• Write tailored, persuasive, and high-quality responses to RFPs to support the firm’s global fundraising effort
• Utilize the firm’s tools and databases as well as collaborate with teams across the organization to craft well positioned and customized responses
• Develop a strong knowledge of the firm’s strategies, investment approach and operational/support functions to effectively respond to prospective investor requests
• Contribute to a structured and organized RFP process that incorporates stakeholder inputs and strict deadlines
• Complete monthly or quarterly recurring DDQs and RFPs for existing investors
• Research competitors and their fundraising efforts and share key points with capital formation team
• Proactively finding ways to improve processes within the marketing team as needed

Requirements / Qualifications:

• Bachelor’s degree from an accredited institution
• Targeting individuals with up to 3-6 years of experience supporting fundraising/sales efforts for Private Equity, Real Estate, and/or Hedge Fund strategies
• Outstanding written and verbal communication skills
• Strong attention to detail in writing and editing documents
• Highly proficient in PowerPoint and Excel

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