Investor Relations and Reporting

New York, New York • $80,000 – $95,000

About the Company:

Our client is one of the world’s leading investment firms. With $400 billion in assets under management, include investment vehicles focused on private equity, real estate, public debt and equity, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.

Responsibilities:

  • 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:

  • Undergraduate degree in Finance, Accounting or Economics with strong GPA
  • 2-4 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

Compensation & Benefits:

  • $80,000 – $95,000 plus bonus
  • Comprehensive benefits including healthcare and insurance
  • Free Breakfast and Lunch

 

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