Associate/Senior Associate – IR

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Summary

Seeking an Associate to join the Investor Relations team to support global investor relations!


Company Information:

Private credit firm in the middle market investing business with over $5M AUM


Job Description:
  • Manage the timely and accurate completion of quarterly investor reporting, investor diligence requests (RFIs, RFPs, DDQs) and other follow-up items from potential investor meetings
  • Interface with other teams for preparation and maintenance of marketing materials, presentations, summaries, tables and due diligence
  • Populate consultant and other databases with firm and product information
  • Assist with the preparation and distribution of quarterly marketing materials
  • Assist in fundraising process
  • Create topical materials for investor outreach and relevant updates

Requirements / Qualifications:
  • Bachelor’s degree
  • Minimum of 3-4 years relevant work experience in investment banking, investor relations, data analytics, accounting and/or buy side experience
  • Proficient in Microsoft Word, Excel and PowerPoint
  • Strong database software experience
  • Strong communication and interpersonal skills
  • Ability to work independently

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