Investor Relations/Client Relations Associate (Private Equit


: $177,420.00 - $177,420.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Our client is a prominent, Private Equity Firm currently seeking to add a talented Associate to their growing Cleint Services/Investor Relations Team. This individual will be working closely with Senior Management Team across several Team including but not limited to Capital Raising, Marketing, Investor Relations, Client Services and Finance.
Responsibilities Assist in the production and execution of the firms annual investor meetings
Review and analyze portfolio performance data, benchmark performance and risk statistics
Provide exceptional customer service to fund investors and managers.
Review client quarterly reports to ensure accuracy and compliance Implement and execute strategic initiatives across firm
Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across client reporting systems Maintain client relationship management database and providing reports to Directors on a regular basis Help prepare all materials for annual investor conferences and quarterly investor calls Assist in preparation and coordination of annual/quarterly/ad hoc investor meeting materials Provide various ad hoc data research and analysis as needed.
Desired Skills and Experience
Bachelors Degree with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar Proficiency in Microsoft Office, particularly Excel Modeling Formulas
Technical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPoint Outstanding communication skills, proven ability to effectively work with all levels of Managment Comfortable working in a fast-paced, dead-line driven dynamic environment Innovative and creative thinker Must be detail oriented * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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