Job Description

As an IR Capital Raising Senior Associate, you will support our clients and investment decisions by:

• Working with Finance, Asset Management, and Investment Teams to prepare investor communications including quarterly reporting, notifications, and incoming requests/inquiry templates


• Creating financial analyses, including cash flow projections and fund-level calculations 


• Liaising with Data Analytics team to increase reporting efficiencies, standardize and validate reporting processes and data information 


• Analyzing qualitative, quantitative, and industry competitive landscape information and translate into strategic deliverables


• Providing support and oversight to capital raising activities including preparation, proofread and formatting of marketing materials, offering memorandums and flash reports for existing and new vehicles 


• Liaising with third party services providers, including legal counsel and placement agents to execute capital raising activities 


• Collaborating with business leads to prepare, proofread and format internal and external presentations


• Managing capital raising datarooms include file and contact management 


• Maintaining investor information, meeting notes, and documentation within internal CRM database and investor portal 


• Monitoring databases and research to develop and maintain investor and market intel and curate briefing materials for investor calls and meetings 


• Provide oversight for annual investor conferences and general investor meetings, including preparing presentation materials and meeting execution 

Skills And Qualifications:

• Five or more years of relevant work experience, preferably within an investor relations, fund accounting, or fund management capacity at a real estate, alternative investment, placement agent, or investment consulting firm


• Bachelor’s Degree with excellent academic credentials 


• Excellent communication skills, both written and oral


• Experience interfacing with institutional and/or retail investors 


• Ability to analyze qualitative and quantitative information and translate into strategic deliverables


• Ambitious self-starter with strong organizational skills, attention to detail, and effective time management


• Strong proficiency with MS PowerPoint, Excel, and Word


• Proficiency in Salesforce and Investran, preferred


• Strong financial modeling skills, including proficiency with investment metrics and data analysis 


• A desire to work in a fast paced, collaborative and entrepreneurial environment


• Ability to work independently and collaboratively within a team