Company Overview:

Our client, a leading private equity firm in Boston, is hiring an Investor Relations Diligence Associate to join their team. The role is responsible for various levels of investor communications for prospects and existing investors with a unique blend of analytical and communication skills required.

Job Responsibilities:

Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs)
Collaborate with investment professionals and IR colleagues to create pitch books and sales presentations
Servicing investor information requests during fundraising and on an ongoing basis
Work with IR colleagues on market- and strategy-related marketing updates
Assist in the implementation and product management of Power BI and standard reporting materials
Performing fund, investor, and market-level analysis
Providing research/analytical support for IR special projects
Assisting with recurring reporting preparation, updating marketing collateral, and investor letter writing
Maintaining various consultant and performance databases
Regularly update existing standard reporting materials on a monthly/quarterly cycle
Participate in operational aspects of marketing materials development

Qualifications:

Strong academic credentials (BS/BA from a highly-regarded institution)
1-4 years of experience in investor relations, asset management, consulting, or financial services-related marketing
Strong analytical skills; comfort organizing, interpreting, and manipulating large amounts of data sets using VLOOKUP, pivot tables, etc.
Advanced knowledge of PowerPoint, Excel, and Word
Experience developing marketing and reporting materials with a financial/institutional asset management focus

Compensation: Salary: $85,000 – $100,000, Plus Bonus

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Investor Relations Associate