Client Job Description

Investor Relations Associate

My client is a growing Private Credit firm

Location: Midtown Manhattan

5 days in the office

Small firm, with lots to learn and do, and tremendous exposure across the business!

This role will be involved in all aspects of investor relations

125-175k base, can stretch to 200k for an All-Star

Strong bonus

Position Description

• Support all aspects of fundraising and investor relations

• Communicate the firm's strategy through various investor materials including DDQs, RFPs, data requests, etc.

• Exposure to existing and prospective investor base

Responsibilities

• Prepare/update investor materials including marketing presentations, DDQ, PPM, quarterly investor reports, etc.

• Respond to investor diligence requests including DDQs, RFPs, portfolio data requests, etc.

• Assist with investor outreach

• Research investor activities and trends to support the fundraising process

• Work with the fund administrator and legal counsel to process subscription documents, investor transfers, and other capital activity

• Coordinate, manage, and track investor meetings, including assisting in planning roadshows and annual meetings

• Maintain and update CRM system

Candidate Profile

• 4-8+ years of relevant experience

• Knowledge of credit/direct lending a plus

• Strong verbal and written communication skills

• Advanced Excel and PowerPoint skillset is crucial; CRM experience a plus

• Exceptional attention to detail, analytical, and organizational skills

• Strong work ethic with the ability to multitask as needed

• Collaborative team player