Company Background:
This firm is one of the most experienced global growth private equity firms. It invests in growing private companies around the world with the goal of helping management teams build their businesses into great companies. The firm has raised substantial capital since its founding and has invested in hundreds companies around the world in targeted sectors within our five core industries of technology, healthcare, financial services, business services and consumer. The firm’s employees across the globe are based in Boston, Menlo Park, London, Hong Kong and Mumbai.
Position Overview:
This role represents a dynamic opportunity for a professional with strong organizational, analytical, writing and communications skills to work as a key member of the Investor Relations team at the Firm. Working with the Director of Investor Relations, the Investor Relations Associate will be responsible for managing investor communications in support of fundraising and investor reporting. As this role is focused more on project management skills than client facing responsibilities, this position suits an individual who enjoys the more technical aspects of the investment industry and requires a high degree of initiative, analytical rigor and a strong attention to detail.
Specific Responsibilities include:
Manage the investor reporting process and draft quarterly and annual reports. Work with Investment Staff, Accounting, Legal/Compliance, Director of IR and Director of Marketing to complete quarterly and annual reporting package.
Respond to LP data and information requests by coordinating with various internal constituencies, including Investment Staff, Accounting, Legal and Compliance
Assist with the preparation of sophisticated analyses to support investor communications
Leverage data and industry information to conduct market and competitive analyses
Produce investor presentation analyses and slides
Support the Director of Investor Relations with the development of analytic tools and data that
facilitate the review of portfolio performance
Support and maintain worksheets and databases designed to track fundraising progress
Coordinate the preparation of the firm’s Annual Meeting, including assisting with drafting key
messages and materials and performing related analysis
Participate in investor calls and some investor meetings, as appropriate
Qualifications:
Candidates for the role should have a bachelor’s degree with strong academic credentials
and 2-4 years of financial services experience. Previous investor relations experience, while preferred, is not required. Additionally, while direct private equity investment experience is not required, some investment or transaction experience would be helpful. The candidate’s background could include consulting, accounting, equity research, M&A, leveraged finance, financial sponsor coverage, fund of funds, private equity placements, etc.
The candidate must have the following core competencies and experience to qualify for serious consideration:
Personal characteristics of warmth, maturity, integrity, collegiality, teamwork and self- confidence; a “can-do” attitude with a high level of energy
An ability to prioritize multiple tasks in a dynamic, deadline-driven environment
Strong written and oral communication skills and attention to detail
A high degree of initiative, commitment and drive
A goal-oriented, disciplined and well-organized approach
Advanced Excel and PowerPoint skills
Compensation and Benefits:
• A highly competitive package that includes a base salary plus annual performance bonus
• Company currently pays 100% of medical, dental, disability and life insurance coverage
• Company currently contributes 15% of compensation to employee-directed retirement account