Position title
Investor Relations Associate
Description

Job Title: Investor Relations Associate
Location: London, United Kingdom
Category: Distribution
Job Type: Permanent

Job Summary:

Our client, a top-tier Private Equity firm, is seeking an Investor Relations Associate to join their London office. The successful candidate will work closely with the Head of Investor Relations, playing a key role in managing and enhancing relationships with both new and existing investors. This position offers a unique opportunity to be part of a dynamic team within a leading investment firm, providing critical support in communication, reporting, and relationship management with the firm’s investor base.

Responsibilities

Key Responsibilities:

  • Client Relationship Management:
    • Assist in maintaining and developing relationships with existing investors, ensuring their needs are met and queries are addressed promptly.
    • Support the onboarding process for new investors, providing necessary documentation and ensuring a seamless experience.
    • Prepare and distribute regular communication updates, including fund performance reports, newsletters, and market commentary, to keep investors informed.
  • Reporting & Analysis:
    • Collaborate with the finance and investment teams to gather and analyze data for investor reporting, including quarterly and annual reports.
    • Assist in the preparation of detailed investor presentations and pitchbooks for fundraising, roadshows, and other investor meetings.
    • Monitor and track investor activity, including commitments, distributions, and capital calls, ensuring accurate records are maintained.
  • Fundraising Support:
    • Support the Head of Investor Relations in fundraising activities, including coordinating roadshows, managing investor due diligence requests, and organizing investor events.
    • Prepare and update marketing materials, including fund overviews, performance summaries, and other collateral used in investor communications.
    • Maintain the firm’s CRM system, ensuring that all investor information is up to date and accurately reflects ongoing interactions and communications.
  • Market Research & Analysis:
    • Conduct research on potential investors, market trends, and competitive landscape to assist in identifying new opportunities for investor engagement.
    • Analyze market data to provide insights that can enhance the firm’s investor relations strategy and approach.
  • Event Coordination:
    • Assist in the planning and execution of investor events, such as annual general meetings, investor conferences, and bespoke meetings.
    • Coordinate logistics for investor meetings, including scheduling, venue selection, and preparation of meeting materials.
  • Compliance & Documentation:
    • Ensure all investor communications and materials comply with regulatory requirements and internal policies.
    • Assist in maintaining and organizing investor documentation, ensuring easy access for the Investor Relations team and other stakeholders.
Qualifications

Qualifications:

  • Bachelor’s degree in Finance, Business, Economics, or a related field.
  • A minimum of 2-4 years of experience in investor relations, client services, or a similar role within private equity, asset management, or financial services.
  • Strong understanding of financial markets, private equity, and investment products.
  • Excellent written and verbal communication skills, with the ability to articulate complex financial information clearly and concisely.
  • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint; experience with CRM systems is a plus.
  • High attention to detail, strong organizational skills, and the ability to manage multiple tasks in a fast-paced environment.
  • Strong interpersonal skills, with the ability to build and maintain relationships with internal teams and external investors.
  • A proactive and results-oriented approach, with the ability to work both independently and as part of a team.
  • Key Competencies:

    • Investor Relations Expertise
    • Financial Acumen
    • Communication Skills
    • Client Relationship Management
    • Organizational Skills
    • Attention to Detail
    • Team Collaboration
Job Benefits

Compensation: The role offers a competitive salary of £75,000 - £85,000, along with a comprehensive benefits package, including pension contributions, private healthcare, and opportunities for career development.

Contacts

Exec Capital are leading recruiters for the Private Equity sector.

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Employment Type
Full-time
Beginning of employment
1st October 2024
Duration of employment
Perm
Industry
Private Equity
Job Location
London
Working Hours
9-5
Base Salary
£75,000-£85,000
Date posted
August 28, 2024
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