Job Summary: 

• Elaboration of presentations on new products with the Investment Teams and regular updates of these presentations
• Help in drafting commercial documentation for new products in close collaboration with Investment Teams and other internal departments
• Participation in tender offers (via a dedicated tool), in responding to due diligence questionnaires and requests for information
• Management and monitoring of the access rights of potential investors to the online due diligence platform (dataroom)
• Establishment and update of databases linked to the due diligence process
• Preparation of fundraising reporting documents for the Executive Committee
• Help in writing reports about ongoing fundraising
• Search for information on the private equity market
• Help in the analysis of market studies about the private equity sector (monitoring of competitors, analysis of fundraising trends, changes in regulations)

Skills on Resume: 

• Presentation Design (Hard Skills)
• Commercial Writing (Hard Skills)
• Tender Management (Hard Skills)
• Data Access Control (Hard Skills)
• Database Maintenance (Hard Skills)
• Report Preparation (Hard Skills)
• Market Research (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary:  

• Support fundraising activities, including the preparation of marketing materials before a fundraising launch, including offering memorandums, competitor information, prospect pipelines, and maintaining a working knowledge of relevant fund governing documents.
• Prepare and maintain marketing materials, including investor pitchbooks (creating and updating using PowerPoint) for new vehicles, including funds, separate accounts and co-invest opportunities.
• Keep meeting notes during investor calls and coordinate all follow-up materials for distribution.
• Answer investor questions and prepare the Due Diligence Questionnaire (DDQ) and Request for Proposal (RFP) responses.
• Log notes and contribute to the upkeep of the CRM database (Juniper Square) to assist with tracking and next steps.
• Maintain the data rooms, granting access and sending credentials to investors.
• Work closely with the acquisitions, asset management, and accounting departments to prepare quarterly investor reports and respond to inbound investor inquiries.
• Provide support for the annual investor conference and other LP/partner virtual and in-person events.
• Support Compliance objectives by liaising with the Legal and Compliance Department
• Print, bind, and disperse materials for internal and external use and upload materials to the online drives.

Skills on Resume: 

• Fundraising Support (Hard Skills)
• Marketing Materials (Hard Skills)
• Investor Communication (Soft Skills)
• Data Management (Hard Skills)
• CRM Maintenance (Hard Skills)
• Report Preparation (Hard Skills)
• Event Coordination (Soft Skills)
• Compliance Liaison (Hard Skills)

Job Summary: 

• Compile professional and effective responses to existing and prospective clients and distribution partners
• Ensure quality and consistency of marketing materials and data, including monthly fund presentations, quarterly fund DDQs, and the specific website
• Provide hands-on support to conduct the creation, coordination and distribution of monthly and quarterly fund reports
• Provide feedback to aid in the improvement of automation processes
• Assist with quarterly and annual build of fund board reports and annual DDQ
• Manage institutional platforms, ensuring the consistency of the functioning of orders and billing
• Track investor flows to ensure accuracy of compensation arrangements
• Maintain fund databases and platforms with the fund profiles and liaise with Cap Intro teams to ensure profiles are up to date
• Support the institutional team and wholesale distribution partner
• Operational support to the execution of investor events, roadshows, small group meetings and webinars
• Liaise with the marketing team on the creation and maintenance of marketing material to quality standards
• Identification of investor targets using the CRM system and other database subscriptions
• Ad hoc client-specific and internal projects

Skills on Resume: 

• Client Communication (Soft Skills)
• Marketing Consistency (Hard Skills)
• Report Coordination (Hard Skills)
• Process Improvement (Hard Skills)
• Platform Management (Hard Skills)
• Investor Tracking (Hard Skills)
• Event Support (Soft Skills)
• CRM Utilization (Hard Skills)

Job Summary: 

• Monitor sell-side analyst coverage and other market trends for clients, competitors and related events using a variety of inputs and tools
• Provide analysis of major events related to capital markets (earnings calls, investor days, conferences, major transaction announcements, etc.)
• Support client teams around issues such as M&A, IPOs, management transitions, shareholder activism and other special situations
• Develop briefings for senior management ahead of major corporate events
• Conduct in-depth research on topics of importance to clients
• Assist client teams in developing presentations for client meetings
• Ensure daily reports and ongoing monitoring are delivered on a timely basis
• Attend internal meetings to gain an understanding of the key issues and seek feedback from account leaders
• Support the IR team with document management and other administrative tasks

Skills on Resume: 

• Market Monitoring (Hard Skills)
• Event Analysis (Hard Skills)
• Corporate Research (Hard Skills)
• Client Support (Soft Skills)
• Presentation Development (Hard Skills)
• Report Delivery (Hard Skills)
• Team Collaboration (Soft Skills)
• Document Management (Hard Skills)

Job Summary: 

• Recognize and disclose internal and external drivers impacting performance and trending
• Determine performance to date and assess potential risks and opportunities
• Team up with Accounting on the monthly and quarterly financial close process
• Combine efforts with senior executives on strategic deep dives by developing financial models and insights on topics, such as retention forecasts, campaign planning and tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization
• Accumulate and regulate forecasting reports
• Oversee weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting
• Record monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources
• Authorize effective Business Intelligence (BI) to provide forward-looking insight and decision support
• Deliver monthly reporting to business partners on financial results and actions 

Skills on Resume: 

• Performance Analysis (Hard Skills)
• Risk Assessment (Hard Skills)
• Financial Collaboration (Soft Skills)
• Strategic Modeling (Hard Skills)
• Forecast Management (Hard Skills)
• Financial Reporting (Hard Skills)
• Data Visualization (Hard Skills)
• Decision Support (Soft Skills)

Job Summary: 

• Support the company in developing investor relations.
• Support managers in establishing communications and developing good relationships with investors and analysts, communicating the company's history and answering questions
• Collaborate with the executive team to develop and communicate internal and external financial results, write announcements and other corporate developments
• Manage presentations at conferences and investor meetings, including logistics, preparatory materials and making presentations to senior management
• Participate in the quarterly reporting process and logistics of conference calls, speakers and presentation materials
• Act as the primary point of contact and liaison for stakeholders, media and other parties through calls, emails, or other applicable ways
• Build relationships in the investment community by maintaining and developing ongoing communication and being aware of various industry events of importance.
• Communicate investor feedback to the management team and provide management with advice and/or recommendations to improve communication and strengthen relationships
• Oversee the preparation of marketing campaigns and investor relations materials, advise and oversee the development and other related marketing activities and discussions, such as press releases, websites, and other communications
• Develop, prepare, coordinate and maintain investor presentation materials
• Analyze research done by colleagues, monitor industry, competitors and news flow
• Travel with the direction for conferences or meetings.

Skills on Resume: 

• Investor Relations (Hard Skills)
• Communication Management (Soft Skills)
• Financial Reporting (Hard Skills)
• Presentation Coordination (Hard Skills)
• Stakeholder Liaison (Soft Skills)
• Market Monitoring (Hard Skills)
• Relationship Building (Soft Skills)
• Marketing Oversight (Hard Skills)

Job Summary: 

• Supports the operational execution of the quarterly earnings conference calls, including the collaborative drafting of the financial press releases, presentations, call scripts, investor Q&A and post-quarter follow-ups with investors and research analysts
• Assist with scheduling, preparation, and participation in investor events, including conferences, non-deal roadshows, analyst events and webcasts
• Monitor software and technology peers, regulatory and market trends, competitor/peer news flow, earnings calls, and other information.
• Monitor, analyze, and summarize analyst models and notes, including consensus and analyst expectations, summarizing key insights to understand investment community expectations and key assumptions
• Maintain dialogue with various internal stakeholders to stay up-to-speed on the latest developments across the business
• Conduct periodic feedback and prepare summary reports about the company's stock performance, relative stock price, changes in shareholder ownership, analysts’ estimates and perceptions among buy-side and sell-side
• Assist in responding to questions and requests for information from investors, sell-side analysts, and others, as well as logging all interactions
• Support ESG disclosures in partnership with the ESG steering committee and assist in responding to CSR/ESG inquiries from institutional investors.
• Travel with senior executives to investor conferences and meetings
• Manage and maintain vendor relationships within the IR function
• Support the preparation of investor relations content for internal meetings
• Ad-hoc research and analysis projects and reporting

Skills on Resume: 

• Earnings Coordination (Hard Skills)
• Investor Events (Hard Skills)
• Market Monitoring (Hard Skills)
• Analyst Analysis (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Stock Reporting (Hard Skills)
• Investor Support (Soft Skills)
• ESG Management (Hard Skills)

Job Summary: 

• Help develop the investment thesis and investor relations presentation, providing regular updates
• Project manage message and content creation for the quarterly financial results process, analyst day, conference appearances, and other material news announcements
• Maintain the master Q&A document and ensure consistent messaging among executives
• Identify areas where being unclear or inconsistent
• Work with the FP&A team to perform financial analysis, provide support on financial issues and aggregate data to support financial disclosures
• Conduct calls with the VP of IR, including sell-side analysts (current and prospective) and institutional investors (shareholders and targets), to ensure flow of new interest in NYT
• Track sell-side consensus estimates and financial models, alert VP of IR and others (CFO) of any discrepancies in models vs guidance, peer disclosures
• Help prepare the executive team for events, including conferences and meetings
• With the VP of IR, provide feedback on messaging and meetings to the executive team
• Work with the VP of IR to develop the annual IR calendar of events
• Oversee the IR annual events calendar
• Coordinate all aspects of investor events, including conference registration, meeting schedule and logistics.
• Maintain the IR website, ensuring that new information is posted in an accurate manner
• Track the quarterly performance of the peers
• Support governance outreach during proxy season and at other times during the year
• Track the daily movement of NYT stock and its peers
• Create the first draft of the annual IR report for the Board
• Monitor news flow and sentiment on the NYT and the stock

Skills on Resume: 

• Investment Thesis (Hard Skills)
• Message Management (Hard Skills)
• Financial Analysis (Hard Skills)
• Consensus Tracking (Hard Skills)
• Event Coordination (Soft Skills)
• Stakeholder Communication (Soft Skills)
• Website Maintenance (Hard Skills)
• Governance Support (Hard Skills)

Job Summary: 

• Perform valuation and detailed financial modeling
• Perform market research on companies, industries, and market trends to develop an understanding of Precision’s current market position relative to customers, competitors, and potential acquisition targets
• Develop and maintain investor marketing materials, including presentations, press releases and online materials
• Stay abreast of commodity trends and develop systems to compress large quantities of available market data.
• Develop, improve and maintain financial databases of comparable company valuations and precedent transactions
• Developing macro views of drilling activity in markets in
• Assist on the front end of M&A evaluations and execution of M&A projects
• Assist with due diligence on financing and M&A transactions
• Review, evaluate, and scrutinize third-party analyst reports
• Collaborate with M&A, sales and marketing, accounting, and operations personnel to prepare high-level industry activity forecasts

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Market Research (Hard Skills)
• Marketing Materials (Hard Skills)
• Data Analysis (Hard Skills)
• Valuation Database (Hard Skills)
• M&A Support (Hard Skills)
• Due Diligence (Hard Skills)
• Forecast Collaboration (Soft Skills)

Job Summary: 

• Prepare and manage content for investor presentations, earnings releases, annual reports and other publications, working with finance and the wider business
• Work closely with counterparts in the Media and Government Relations teams to align external messaging
• Manage responses to ESG-related questionnaires and surveys, while running required analysis in coordination with constituencies across Trainline
• Assume responsibility for the Investor Relations section of the corporate website
• Manage sell-side analyst consensus process, assisting analysts in their modeling and compiling their estimates into the Group consensus model
• Prepare institutional investor targeting and shareholder analysis
• Manage preparations for the attendance of investor conferences and roadshows
• Keep the leadership team informed of market developments as well as sell-side analyst notes on Trainline and the wider tech/travel sector

Skills on Resume: 

• Content Management (Hard Skills)
• Message Alignment (Soft Skills)
• ESG Analysis (Hard Skills)
• Website Management (Hard Skills)
• Consensus Tracking (Hard Skills)
• Investor Targeting (Hard Skills)
• Event Preparation (Soft Skills)
• Market Monitoring (Hard Skills)

Job Summary: 

• Manage the planning and execution of the company's IR program, including organizing meetings with key internal and external stakeholders
• Organize events such as quarterly financial results presentations, Capital Markets Days and site visits
• Develop investor communication materials, draft and compile press releases, slides, speaker notes and Q&A for results and other investor presentations
• Regularly review broker research and models to ensure accuracy and consistency with external messaging, highlighting areas that require attention
• Manage and maintain consensus estimates, develop analytics to compare to the current outlook/budget
• Maintain CRM system to support broader targeting and internal reporting initiatives
• Prepare meeting records and compile the senior management briefing notes for investor meetings
• Develop and maintain relationships with key business stakeholders across various areas in the business, as well as broker corporate access teams and investors
• Maintain the investor sections of the company's website
• Manage the IR inbox and research answers to investor queries
• Prepare initial drafts of regular internal reports for senior management and the Board decisions

Skills on Resume: 

• Program Management (Hard Skills)
• Event Coordination (Soft Skills)
• Investor Communication (Hard Skills)
• Research Analysis (Hard Skills)
• Consensus Management (Hard Skills)
• CRM Maintenance (Hard Skills)
• Stakeholder Relations (Soft Skills)
• Website Maintenance (Hard Skills)

Job Summary: 

• Supporting the wider team running core fundraising campaigns, as well as working on bespoke managed account assignments and mandates
• Production of marketing material such as Private Placement Memorandums, pitchbook presentations
• Submission of bidding documentation and RfPs
• Manage investor due diligence processes, including manager due diligence processes, team presentations, site visits, etc
• Active participant in investor meetings, building relationships with current and potential investors
• Working internally with other departments/teams to obtain relevant information for the task (DD track record, asset performance, etc.)
• Assist with legal/tax/operational/compliance DD workstreams
• Virtual dataroom management, maintaining records, spreadsheets, underlying fund level and investment level data

Skills on Resume: 

• Fundraising Support (Hard Skills)
• Marketing Production (Hard Skills)
• Proposal Submission (Hard Skills)
• Due Diligence (Hard Skills)
• Investor Relations (Soft Skills)
• Cross Department Collaboration (Soft Skills)
• Compliance Assistance (Hard Skills)
• Data Management (Hard Skills)

Job Summary: 

• Build strong personal relationships across the entire firm, across multiple locations, with senior stakeholders
• Detailed competitive analysis of the peers and industry, producing regular management reports
• Maintains strong relationships across a wide range of divisions to build messages with accuracy and promptness
• Co-ordinates meetings with shareholders/potential investors and brokers across a variety of markets
• Updating consensus estimates from analyst reports
• Support in preparing for the quarterly results and investor call materials
• Preparing senior management for investor meetings
• Exposure to investors and analysts is expected to grow over time

Skills on Resume: 

• Relationship Building (Soft Skills)
• Competitive Analysis (Hard Skills)
• Cross Division Communication (Soft Skills)
• Meeting Coordination (Soft Skills)
• Consensus Tracking (Hard Skills)
• Results Preparation (Hard Skills)
• Executive Support (Soft Skills)
• Investor Engagement (Soft Skills)

Job Summary: 

• Preparation of and ongoing updates to all marketing and other investor material
• Maintenance and organization of the internal CRM system, including logging of all investor calls, meetings and relevant investor updates and ensuring that all updates and follow-ups are properly tracked
• Manage a list of outstanding investor inquiries, requests and other follow-up, ensuring timely responses
• Strategize and prepare materials for investor meetings
• Complete limited partner due diligence requests and handle other investor queries
• Manage the investor closing process during fundraising
• Assist in planning and execution of the annual LP conference
• Assist with strategic firm initiatives, research projects, and other miscellaneous projects
• Draft presentations and memorandums for senior management
• Maintain and update the investor portal and fundraising portal

Skills on Resume: 

• Marketing Management (Hard Skills)
• CRM Maintenance (Hard Skills)
• Investor Follow-Up (Soft Skills)
• Meeting Preparation (Hard Skills)
• Due Diligence (Hard Skills)
• Fundraising Support (Hard Skills)
• Event Planning (Soft Skills)
• Portal Management (Hard Skills)

Job Summary: 

• Support existing investor relations and client servicing efforts through the coordination of regular portfolio update calls, facilitation of fund reporting and presentation materials with marketing, portfolio management and risk teams, in addition to frequent ad-hoc investor requests.
• Supporting intermediary client servicing, capital sourcing and prospecting efforts
• Collaborate with the broader investor relations team and support coverage of all client types, ranging from institutional to high net worth.
• Analyze quantitative and qualitative information, including drivers of fund performance, portfolio metrics and investment strategy positioning of both the family of funds as well as competitors
• Work on cross-functional projects, which may include new product and business development initiatives, internal management presentations
• Guide investors through fund due diligence processes, including completing diligence requests (i.e., DDQs, RFPs, RFIs), handling relevant follow-up, coordinating investment and operational due diligence meetings, and liaising with various teams within the organization
• Develop and maintain in-depth knowledge of financial markets, products and services and competitive landscape.
• Present financial trends, competitor behavior and share competitive insights from news publications, meetings, or other sources
• Come up with a cogent story/messaging around an investment strategy or firm philosophy
• Attend internal and external meetings, including conferences and fundraising meetings
• Track activities, client dialogue/pipeline, and maintain contact information in the CRM system to support fundraising processes
• Monitor and manage compliance responsibilities related to a Type II Financial Instruments Exchange Business in Japan
• Monitor and ensure compliance with the activities of market research and all marketing activities
• Monitor and ensure compliance generally in the branch activities generally

Skills on Resume: 

• Investor Relations (Soft Skills)
• Client Servicing (Soft Skills)
• Data Analysis (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Due Diligence (Hard Skills)
• Market Knowledge (Hard Skills)
• Strategic Communication (Soft Skills)
• Compliance Management (Hard Skills)

Job Summary: 

• Own CRM platform, setting it up for success, managing the day to day, and working closely with teams to deliver continuous improvement.
• Create and maintain CRM procedures and training
• Maintain database, ensure accounts and contacts are up to date, execute onboarding processes
• Act as the internal champion and subject matter expert by attending regular training and devising opportunities for the company to use the CRM more efficiently
• Support distribution of investor communications, including reporting packages, investor updates, and investor opportunity outreach
• Manage investor portal, triage queries from LPs and external parties, and respond to investor inquiries.
• Provide regular reporting/dashboards on fundraising, new investor onboarding, and other initiatives.
• Support the broader IR agenda, including content development and events
• Identify and execute on opportunities for continuous improvement to streamline processes and procedures, providing for more efficient and timely execution of team activities.

Skills on Resume: 

• CRM Management (Hard Skills)
• Process Improvement (Hard Skills)
• Database Maintenance (Hard Skills)
• User Training (Soft Skills)
• Investor Communication (Soft Skills)
• Portal Management (Hard Skills)
• Reporting Analysis (Hard Skills)
• Event Support (Soft Skills)

Job Summary: 

• Supports quarterly earnings activities.
• Coordinates and supports quarterly earnings activities, including the earnings release process (scheduling, drafting, obtaining approvals, wire releases, conference calls, and follow-up)
• Coordinates and supports several external vendors and events.
• Develops materials for investors, analysts, and financial media such as earnings call scripts and roadshow presentations, and maintains the IR website.
• Coordinates internal and external investor events such as road shows, investor conferences, one-on-one meetings, and conference calls.
• Responds to general inquiries from shareholders, prospective investors, analysts, and senior management.
• Assesses, monitors, and manages external vendors.
• Provides research and analysis for Investor Relations and Corporate Development efforts.
• Coordinates tracking and analysis of shareholder base, external analyst estimates, research, and financial models.
• Tracks company performance and department budget.
• Coordinates and supports targeting of prospective investors using external resources and databases.
• Gathers and organizes company, industry, and macroeconomic information for use in Investor Relations messaging and Corporate Development efforts.

Skills on Resume: 

• Earnings Coordination (Hard Skills)
• Vendor Management (Hard Skills)
• Material Development (Hard Skills)
• Event Coordination (Soft Skills)
• Investor Communication (Soft Skills)
• Research Analysis (Hard Skills)
• Performance Tracking (Hard Skills)
• Investor Targeting (Hard Skills)

Job Summary: 

• Monitors and reports on the retail sector and macroeconomic landscape that will ultimately affect corporate strategy and investor messages.
• Analyzes company and peer group financial performance.
• Works with a stock surveillance firm to monitor trading and market activity.
• Supports production of all IR-related materials, including presentations, press releases, social media content, corporate brochures, videos, interview briefs, etc.
• Supports and manages logistics for investor events (e.g., banking conferences, 1x1 meetings, roadshows, conference calls, and other meetings).
• Manages the company's IR portal in coordination with external vendors.
• Analyzes financial community sentiment, expectations, and projections.
• Tracks analyst estimates and projections and summarizes notes that sell-side analysts publish.
• Enhances and manages investor targeting programs.
• Observes and enforces Regulation Fair Disclosure (FD) compliance during all investor events, including conference presentations, meetings, and conference calls.
• Maintains a database of analysts and investor contacts for the company and tracks progress.
• Collects and analyzes stock price movements, investors’ and analysts’ perceptions and opinions, and stock ownership.
• Conducts stock price statistical analyses (e.g., trend analysis, relative value compared against stock market indices, industries, and competitors)
• Conducts stepwise multiple linear regression analyses and stock price movement analyses.
• Executes research and analysis, obtaining analyst reports on competitors and similar companies, and provides input to management.
• Follows and delivers analytics regarding expected performance and consensus to inform IR communication strategy.
• Develops public company IR tools, including investor presentations, executive scripts and Q&A, corporate and financial news releases, investor fact sheets, sustainability reports, annual and quarterly reports, etc.
• Develops social and digital media for Petco’s investor relations program.
• Coordinate conference call and webcast hosting logistics for the quarterly earnings conference call and investor conferences.

Skills on Resume: 

• Market Monitoring (Hard Skills)
• Financial Analysis (Hard Skills)
• Trading Surveillance (Hard Skills)
• Material Production (Hard Skills)
• Event Logistics (Soft Skills)
• Investor Targeting (Hard Skills)
• Compliance Management (Hard Skills)
• Data Analytics (Hard Skills)

Job Summary: 

• Create and maintain presentation materials
• Prepare quarterly letters and investment memorandums for investors
• Be responsible for logging all inbound investor inquiries and ensuring a response to investors within specified timelines
• Contribute to ad hoc business development initiatives and strategic projects
• Coordinate internally and follow up to ensure Investor Relations requests are completed promptly
• Prepared to liaise, in person and or over email, phone and Zoom communication, with capital providers, investors, partners, and/or their affiliates
• Be responsible for tracking investor lists, including all contacts related to each investor group, mailing lists and coordinating updates with various external fund administrators
• Support the Investor Relations team with all reporting documents, including drawdown notices, distribution notices, quarterly reporting, and tax reporting
• Frequently communicate with the development management team to provide effective property oversight
• Participate in the due diligence process for new investments

Skills on Resume: 

• Presentation Management (Hard Skills)
• Investor Communication (Soft Skills)
• Inquiry Tracking (Hard Skills)
• Business Development (Soft Skills)
• Internal Coordination (Soft Skills)
• Relationship Management (Soft Skills)
• Report Preparation (Hard Skills)
• Due Diligence (Hard Skills)

Job Summary: 

• Support the Investor Relations/Business Development team with current/prospective investors and consultants on requests for information
• Manage and distribute monthly update materials
• Respond to RFPs from prospective investors, consultants, etc and coordinate investment and operational due diligence requests
• Prepare and manage marketing materials, including pitchbooks, conference presentation materials, regulatory filings, DDQs, etc.
• Maintain consultant databases current with risk and performance data
• Update a variety of monthly performance and risk statistics spreadsheets
• Manage Backstop CRM system, including input investor transactions, update investor balances, track communications with investors, maintain investment pipeline, maintain distribution lists, update client profiles (i.e., relevant news, departures/hires), and lead ad-hoc reporting projects
• Manage the process of subscriptions, redemptions and transfers, including reconciling capital transactions and managing reporting generated by the Administrator
• Prepare and manage reports for current and prospective investors, including risk reporting, performance data, DDQ and ODD materials
• Coordinate the monthly investor call process

Skills on Resume: 

• Investor Support (Soft Skills)
• RFP Management (Hard Skills)
• Marketing Materials (Hard Skills)
• Database Maintenance (Hard Skills)
• Performance Tracking (Hard Skills)
• CRM Management (Hard Skills)
• Transaction Processing (Hard Skills)
• Report Preparation (Hard Skills)

Job Summary: 

• Assist with the preparation and updating of all LAM and manager-specific materials on an ongoing basis
• Collaborate with internal teams (marketing, operations, compliance, etc.) to help facilitate the review and approval of materials
• Update performance databases, investor portals, and other reporting tools, and generate relevant analytics
• Assist with the build-out of webcasts, thought-pieces, conferences, social media content, and related materials
• Update LAM’s website regularly
• Respond to investor inquiries and data requests, coordinating with relevant internal parties
• Develop product and strategy-specific knowledge to communicate effectively with managers and clients
• Participate in meetings and assist with the review and preparation of related materials
• Assist with the upkeep of the CRM system (Backstop)
• Support the Business Development team with ad hoc tasks and research

Skills on Resume: 

• Material Management (Hard Skills)
• Team Collaboration (Soft Skills)
• Data Analysis (Hard Skills)
• Content Development (Hard Skills)
• Website Maintenance (Hard Skills)
• Investor Communication (Soft Skills)
• Product Knowledge (Hard Skills)
• CRM Maintenance (Hard Skills)

Job Summary: 

• Coordination and organization of fundraising processes for individual investments and commingled funds
• Develop and maintain the firm’s internal CRM to manage information related to the firm’s current and prospective investors
• Produce and manage reports on the firm’s fundraising efforts
• Address and track ongoing and ad hoc investor requests
• Assist in creating investor presentations and reports
• Prepare and store detailed meeting notes
• Manage and post investor critical investor documentation, as well as manage documentation related to individual investment and commingled funds
• Evaluate and improve the processes and procedures of the team
• Gather research on prospective investors and participate in investor outreach efforts

Skills on Resume: 

• Fundraising Coordination (Hard Skills)
• CRM Management (Hard Skills)
• Report Generation (Hard Skills)
• Investor Relations (Soft Skills)
• Presentation Preparation (Hard Skills)
• Meeting Documentation (Hard Skills)
• Process Improvement (Hard Skills)
• Investor Research (Hard Skills)

Job Summary: 

• Maintaining a large portfolio of investments spanning multiple asset classes with up-to-date knowledge in both written and verbal capacities.
• Keeping upper management up-to-date with client relationships and prospective investors.
• Collaborating with the back-office and investment team for updates on portfolio-level data and overseeing the design for accessing that data.
• Interacting with clients and prospects with statistics concerning portfolio and position-level data.
• Preparing meetings and calls with clients/prospects with follow-ups.
• Responding to ad hoc client requests and managing the quarterly reporting process.
• Managing fundraising activities for specific products across a global team.
• Maintaining the firm’s marketing materials using Excel and PowerPoint.

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Client Communication (Soft Skills)
• Data Coordination (Hard Skills)
• Client Interaction (Soft Skills)
• Meeting Preparation (Soft Skills)
• Report Management (Hard Skills)
• Fundraising Support (Hard Skills)
• Marketing Maintenance (Hard Skills)

Job Summary: 

• Collaborate with the Director of IR and senior management on investor relations and prospecting strategy
• Maintain client and prospect lists and profiles, track investor news, RFPs, etc
• Own the team’s holistic client service and fundraising objectives and help keep the team on track to achieve its goals
• Create/update marketing and performance materials
• Maintain and prepare investor profiles and prep information for client meetings
• Assist in the preparation and distribution of materials for new and existing investors (pitch books, RFPS, and due diligence questionnaires)
• Coordinate investment and operational due diligence meetings
• Respond to ad hoc, monthly, and quarterly investor requests (though operationally focused communications, ie, reporting, capital calls, distributions, etc, are handled by another team)
• Assist in the maintenance of the firm’s brand across all platforms, inclusive of the firm website, 3rd party databases and platforms, press releases, etc
• Build and maintain tracking mechanisms related to the fundraising and outreach efforts with current and prospective clients
• Project manage all aspects of meeting prep, from materials, background information, strategy, creation of agendas, etc
• Project manage any investor events, including but not limited to in-house meetings, investor days, annual meetings, etc
• Assist in investor and prospect outreach, as well as calls and meetings, with the opportunity to take on some outreach efforts independently over time

Skills on Resume: 

• Investor Strategy (Hard Skills)
• Client Management (Soft Skills)
• Fundraising Coordination (Hard Skills)
• Marketing Materials (Hard Skills)
• Meeting Preparation (Soft Skills)
• Due Diligence (Hard Skills)
• Event Management (Soft Skills)
• Brand Maintenance (Hard Skills)

Job Summary: 

• Help prepare slide presentations and other related materials
• Work with sell-side analysts and investors to set meetings and answer their questions
• Develop, maintain and update the earnings process calendar
• Prepare the weekly Investor Relations report for executive management
• Participate in quarterly earnings preparation and planning meetings
• Use investor relationship database and other materials (e.g., Bloomberg, FactSet) to analyze and prepare briefing materials for leadership before investor meetings
• Coordinate the database to ensure meeting notes are complete for investor meetings and conference presentations
• Review and summarize investment reports prepared by sell-side analysts
• Maintain a system for updating and tracking changes in analyst earnings consensus information
• Update and analyze the company's internal financial information versus analysts’ models
• Complete pertinent company and/or market analysis items for IR or senior management

Skills on Resume: 

• Presentation Preparation (Hard Skills)
• Investor Communication (Soft Skills)
• Process Management (Hard Skills)
• Report Preparation (Hard Skills)
• Earnings Planning (Hard Skills)
• Data Analysis (Hard Skills)
• Meeting Coordination (Soft Skills)
• Market Research (Hard Skills)

Job Summary: 

• Provide sound analysis of information to “tell the story” for the regions and assets.
• Facilitate the project's rate and rank prioritization process (capital prioritization/capital governance)
• Act as a point of liaison between the core team and senior management.
• Develop investor confidence and belief in the company’s vision and strategy for delivering shareholder value.
• Analyzes corporate activities for investors, identifying networking and other opportunities to build and create new initiatives.
• Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties.
• Manage equity research and investor relationships
• Coordinate schedules with external and internal participants, along with logistics for investor conferences, meetings, and other related events.
• Assist development and implementation of investor targeting.
• Develop, update and maintain the Investment Relation database.
• Provide organizational, analytical, and logistical assistance for investor activities.
• Work with legal counsel to ensure compliance with regulatory matters.

Skills on Resume: 

• Data Analysis (Hard Skills)
• Capital Prioritization (Hard Skills)
• Stakeholder Liaison (Soft Skills)
• Investor Confidence (Soft Skills)
• Network Development (Soft Skills)
• Reputation Management (Soft Skills)
• Investor Relations (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Supporting the Investor Relations Efforts
• Provide general support to all members of the Investor Relations team and assist the team with delivering first-class service to all investors and prospects
• Participate in investor calls and assist with follow-ups
• Lead the updating process and distribution of standard investor reporting with assistance from other members of the Investor Relations team
• Assist in completing investor and prospective investor requests for information, along with standardized and ad hoc reporting
• Be actively involved in coordinating investor events, such as forums, conferences, dinners, and webcasts, by working with the Events Team
• Assist the Events Team by liaising with an event planner and various vendors in organizing the annual Global Volatility Summits
• Assist in ad-hoc Investor Relations-specific projects
• Become proficient in Capstone’s strategies by reviewing fund materials

Skills on Resume: 

• Investor Support (Soft Skills)
• Client Communication (Soft Skills)
• Report Management (Hard Skills)
• Information Requests (Hard Skills)
• Event Coordination (Soft Skills)
• Vendor Liaison (Soft Skills)
• Project Assistance (Soft Skills)
• Strategy Knowledge (Hard Skills)

Job Summary: 

• Assist the VP Investor Relations, the Chief Financial Officer, the Chief Executive Officer, and other key Bentley executives in all matters related to Investor Relations.
• Help in the preparation and planning for investor marketing events, including offering roadshows, non-deal roadshows, and investor conferences.
• Manage scheduling and logistics for investor marketing events.
• Assist with the creation of investor marketing materials, including presentations.
• Maintain the investor marketing records (currently in IRInsight), create investor profiles and other reports, and provide analysis to support investor marketing and targeting.
• Work with Marketing on the insurance of investor relations press releases and appropriate Nasdaq and other notifications.
• Work with Marketing to maintain the IR website.
• Engage with the cross-functional steering committee for ESG matters.
• Manage relationships and engage with sell-side analysts covering Bentley.
• Manage the logistics and execution of quarterly operating results calls and other investor events.

Skills on Resume: 

• Investor Coordination (Soft Skills)
• Event Management (Soft Skills)
• Material Preparation (Hard Skills)
• Data Analysis (Hard Skills)
• Press Communication (Hard Skills)
• Website Maintenance (Hard Skills)
• ESG Collaboration (Hard Skills)
• Analyst Relations (Soft Skills)

Job Summary: 

• Monitor inbound investor requests and coordinate timely responses with multiple internal departments
• Prioritize and distribute outbound investor mass communications, including capital call/distribution notices, semi-annual letters, financial statements, tax documentation, etc.
• Maintain working knowledge of the customer relationship management system (“CRM”) to compile standardized quarterly reports, communications, and respond to ad hoc requests for investor data
• Creation and upkeep of investor account information (contacts, addresses, wire instructions) in the CRM and investor portal
• Assist with investor account onboarding, including working with internal and external legal teams to perform AML background checks and maintain organized records of legal and transfer documentation
• Assist in the compilation and completion of documents for Private Equity products and offerings
• Provide backup coverage for members of the investor relations support team
• Support the team’s effort for semi-annual advisory board and annual limited partner meeting sessions
• Anticipate the team’s needs/requirements and actively resolve issues

Skills on Resume: 

• Investor Communication (Soft Skills)
• Mass Communication (Hard Skills)
• CRM Management (Hard Skills)
• Data Maintenance (Hard Skills)
• Onboarding Support (Hard Skills)
• Document Preparation (Hard Skills)
• Team Collaboration (Soft Skills)
• Event Support (Soft Skills)

Job Summary: 

• Produce Operating Statistics (Passenger, Fleet expansion, New routes, etc) quarterly
• Produce Quarterly Earnings/Financial Results’ Presentation Deck
• Data extraction and competitive analysis on all other airline carriers, extraction of passenger and airport data
• Creates presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors
• Oversees the production of all annual reports
• Manages the investor relations portion of the company website
• Monitors analyst reports and summarizes them for senior management (Daily/weekly report)
• Organizes conferences, road shows, earnings conference calls, and investor meetings
• Provides feedback to management regarding the investment community's perception of the company (Daily/weekly/Quarterly report)
• Produce analyst reports internally for the management team and investors
• Producing the AGM pack (encompassing Q&A from minority shareholders and major shareholders, etc.)
• Helping to perform a range of analyses that will include industrial, competitive analysis, and comparative valuation
• Representing the views of the investor community to the management team in the development of corporate strategy
• Serves as the key point of contact for the investment community

Skills on Resume: 

• Data Analysis (Hard Skills)
• Presentation Development (Hard Skills)
• Competitive Research (Hard Skills)
• Content Creation (Hard Skills)
• Website Management (Hard Skills)
• Report Summarization (Hard Skills)
• Event Coordination (Soft Skills)
• Investor Relations (Soft Skills)

Job Summary: 

• Provide direct support for the VP of Investor Relations and other team members
• Use Bloomberg data and other relevant sources to create ongoing analysis for management outlining company financial results, stock price performance, competitor/peer business development and financial results, shareholder mix, investor feedback, and market news
• Manage incoming requests from shareholders, analysts, and potential investors
• Assist with the creation and preparation of quarterly Board of Directors presentations
• Participate in the quarterly earnings review and preparation process, including due diligence calls with management, drafting earnings releases, conference call scripts, and Q&A documents
• Develop materials, including investor presentations, corporate press releases, letters to shareholders, investor fact sheets, Q&A documents, and IR website content
• Track, report, and analyze competitor business trends and financial results
• Monitor published research and other sources to identify important industry trends
• Research and identify potential institutional investors for the company
• Develop and manage relationships with current analysts and institutional investors
• Develop and manage calendars and timelines for investor conferences, non-deal roadshows, analyst days, and other major events
• Create and respond to various ad-hoc information requests from shareholders, analysts, and potential investors
• Assist in the prospecting and due diligence of new energy/natural resources investors
• Attend industry events and conferences
• Distribute press releases and notify the respective exchange if public
• Various clerical and administrative responsibilities, including note-taking, scheduling calls, and mailing investor kits.

Skills on Resume: 

• Data Analysis (Hard Skills)
• Investor Communication (Soft Skills)
• Presentation Preparation (Hard Skills)
• Earnings Coordination (Hard Skills)
• Material Development (Hard Skills)
• Market Research (Hard Skills)
• Investor Relations (Soft Skills)
• Event Management (Soft Skills)

Job Summary: 

• Interact with a high volume of existing clients and potential clients to process investments, update records, answer inbound customer questions, and troubleshoot technology issues
• Serve as the primary manager of the online customer relationship management database to assist potential investors in completing the online subscription document process
• Provide exceptional and timely customer service to investors, respond to investor inquiries and requests for information
• Lead the intake, processing and filing of investor documents and the ongoing posting of distribution notices, tax forms and account statements to the online investor room
• Collaborate with the Investor Relations Associate and the marketing team to maximize engagement of potential and existing investors
• Evaluate current and potential processes to improve customer retention and determine best practices
• Work with the team to develop systematic methods for scaling the investment business and improving investor communication
• Maintain databases and/or tracking logs related to department functions or activities
• Proofread and edit documents
• Prepare clear and concise reports, correspondence and other written materials

Skills on Resume: 

• Client Interaction (Soft Skills)
• CRM Management (Hard Skills)
• Customer Service (Soft Skills)
• Document Processing (Hard Skills)
• Team Collaboration (Soft Skills)
• Process Improvement (Hard Skills)
• Investor Communication (Soft Skills)
• Report Preparation (Hard Skills)

Job Summary: 

• Monitor sell-side analyst coverage and other market trends for clients, competitors and related events using various inputs and tools.
• Provide analysis of major events related to capital markets (earnings calls, conferences, NDRs, major transaction announcements, etc).
• Develop briefings and presentations for senior management ahead of major corporate events.
• Ensure daily reports and ongoing monitoring are delivered on a timely basis.
• Collect data from both internal and external sources to input to IR models and prepare for earnings calls.
• Keep track of all the meetings with investors in an internal database.
• Assist the internal team in developing presentations.
• Support the IR team with capital market deals, document management, and other administrative tasks.
• Demonstrate behaviors consistent with Globant’s values (Be a Team Player, Be Kind, Think Big, etc) and Code of Ethics.

Skills on Resume: 

• Market Monitoring (Hard Skills)
• Event Analysis (Hard Skills)
• Presentation Preparation (Hard Skills)
• Report Management (Hard Skills)
• Data Collection (Hard Skills)
• Database Maintenance (Hard Skills)
• Team Collaboration (Soft Skills)
• Document Management (Hard Skills)

Job Summary: 

• Prepare the management and IR team for interactions with analysts and the investor community, and help organize previews and roadshows
• Manage and update shareholding base (lettre de franchissement and TPI)
• Manage CRM (meetings content, investors rating…)
• Organize roadshows with investors and pre-view calls with analysts
• Write the Investor Relations monthly report for the Alstom board
• Monitor and analyze stock movement
• Monitor and analyze the Financial communication of competitors and Capital goods peers
• Ad-hoc benchmarks on competitors, peers, and CAC40
• Manage incoming investor questions and requests through the IR mailbox
• Accuracy and consistency of CRM and capital shareholding analysis
• Relevance and accuracy of financial communication

Skills on Resume: 

• Investor Preparation (Hard Skills)
• CRM Management (Hard Skills)
• Event Organization (Soft Skills)
• Report Writing (Hard Skills)
• Stock Analysis (Hard Skills)
• Competitive Benchmarking (Hard Skills)
• Investor Communication (Soft Skills)
• Data Accuracy (Hard Skills)

Job Summary: 

• Prepare and disseminate marketing and investor materials for existing and potential investors, including pitch books, RFPs, and due diligence questionnaires.
• Create and update marketing and performance materials and sales presentations
• Prepare portfolio analytics for client meetings
• Respond to client requests (monthly, quarterly, and ad hoc)
• Coordinate investment and operational due diligence meetings
• Maintain consultant websites and databases
• Develop a deep understanding of the firm’s products
• Collaborate with various teams internally (portfolio management/investment, risk, accounting, technology, operations)

Skills on Resume: 

• Marketing Materials (Hard Skills)
• Performance Analysis (Hard Skills)
• Client Communication (Soft Skills)
• Due Diligence (Hard Skills)
• Database Management (Hard Skills)
• Product Knowledge (Hard Skills)
• Team Collaboration (Soft Skills)
• Presentation Preparation (Hard Skills)

Job Summary: 

• Ensure compliance with all disclosure rules and regulations, e.g., SEC Regulation Fair Disclosure.
• Remain current on economic, political, regulatory, industry, and stock market outlook.
• Support the collection and analysis of stock price movements, investors' and analysts' perceptions and opinions, and stock ownership.
• Manage the collection and analysis of sell-side analyst models to better understand the driving factors in consensus estimates.
• Collaborate with FP&A, accounting, legal, communications, and others.
• Assist with quarterly and annual reporting.
• Execute the email and mail distribution of relevant company news releases, publications, and SEC filings.
• Provide administrative support for investor conference calls and webcasts.
• Manage the Teva Investor Relations website section and its content.
• Create routine analyses and reports.
• Support selection, education, tasking, and ongoing supervision of relevant outside consultants and service providers

Skills on Resume: 

• Regulatory Compliance (Hard Skills)
• Market Monitoring (Hard Skills)
• Stock Analysis (Hard Skills)
• Consensus Tracking (Hard Skills)
• Cross Department Collaboration (Soft Skills)
• Report Preparation (Hard Skills)
• News Distribution (Hard Skills)
• Website Management (Hard Skills)

Job Summary: 

• Utilize social media to engage investors, stakeholders and partners on social media platforms
• Drive the fund's online corporate branding and support future fundraising activities.
• Leverage digital marketing channels/tools like content marketing, internet banners, mobile marketing, etc
• Use social media to articulate and support the fund's ESG (Environmental, Social, Governance) policy and social impact focus
• Assist the management and investment committee with research presentation materials.
• Perform market research into industry topics.
• Identify the core value proposition of the fund and the portfolio companies' products and services
• Create and manage consistent, clear communication between internal and external parties
• Create content for the target market across digital marketing channels and media platforms
• Execute digital marketing campaigns across different marketing channels to promote the fund's online presence
• Conduct discrete online research assignments on trends/developments/trending topics in markets/industries.

Skills on Resume: 

• Social Media Management (Hard Skills)
• Digital Marketing (Hard Skills)
• Brand Development (Hard Skills)
• ESG Communication (Soft Skills)
• Research Analysis (Hard Skills)
• Market Understanding (Hard Skills)
• Content Creation (Hard Skills)
• Stakeholder Communication (Soft Skills)

Job Summary: 

• Creation and update of marketing documentation (introductory fliers, investor pitchbooks) and presentations used to promote LaSalle’s business and funds to existing and prospective clients based in North America.
• Write and coordinate RFPs (Request for Proposals) and RFIs (Request for Information) responses, working closely with the responsible fund team, the client relationship manager and other members of IR.
• Support the IR team in addressing clients’ requests and promoting new products.
• Track and analyze capital raise efforts on existing and proposed funds, new initiatives, and potential clients.
• Complete and submit industry surveys.
• Maintain marketing information systems, e.g., new business tracking, slide library, RFP library, etc.
• Link with IR analysts in the other offices regarding best practices, information processes, etc.
• Completion of minutes for fund products, new business, and general IR team-related conference calls.

Skills on Resume: 

• Marketing Documentation (Hard Skills)
• RFP Management (Hard Skills)
• Client Support (Soft Skills)
• Capital Analysis (Hard Skills)
• Survey Completion (Hard Skills)
• Information Management (Hard Skills)
• Cross Office Collaboration (Soft Skills)
• Meeting Documentation (Hard Skills)

Job Summary: 

• Preparing and coordinating capital calls and distributions.
• Working with Bozzuto Development Company, Bozzuto Homes and the Asset Management group to understand the status of developments throughout the project life cycle
• Producing and disseminating regular project status updates for investors based on this information.
• Organizing responses to ad hoc requests for financial and operational information from external and internal investors.
• Coordinating with accounting, tax, and legal professionals on investor matters.
• Preparation of debt and equity packages for distribution to potential capital sources.
• Coordination of lender and investor due diligence, including working closely with Bozzuto Development Company, Bozzuto Homes, and/or the research department to gather and analyze market conditions, comparable projects, and other data relevant to project financings.
• Ongoing monitoring of project performance to ensure compliance with milestones and hurdles (e.g., construction progress, debt service coverage) specified by loan agreements and/or operating agreements.
• Administration and tracking of debt portfolio, including upcoming debt maturities, qualification for loan extensions, and guaranty exposure.

Skills on Resume: 

• Capital Coordination (Hard Skills)
• Project Reporting (Hard Skills)
• Investor Communication (Soft Skills)
• Financial Analysis (Hard Skills)
• Cross Department Collaboration (Soft Skills)
• Package Preparation (Hard Skills)
• Due Diligence (Hard Skills)
• Debt Management (Hard Skills)

Job Summary: 

• Prepare or assist with presentations, press releases, and talking points
• Support all aspects of quarterly earnings, including preparation of quarterly financial press releases, conference call scripts, Q&A documents, and other associated materials
• Maintain investor follow-ups, including sending investment materials and adding contact information to the IR databases
• Support all aspects of investor marketing, including building and maintaining the investor database and CRM
• Draft and contribute to UDC’s ESG and sustainability disclosures and reports
• Coordinate responses to ESG and corporate responsibility/sustainability-related questionnaires and surveys from institutional investors and other organizations
• Support the Company’s participation in investor and analyst events such as conferences, meetings, and roadshows, as well as industry trade events
• Actively monitor, track, and analyze OLED and related industry news
• Prepare and edit communication reports to employees, senior management and/or investors
• Review and summarize analyst reports, analyst models, conduct competitive financial analysis and aggregate information from various financial data sources
• Maintain and update the corporate and IR website 
• Clerical and administrative responsibilities, including travel arrangements and organizing business contact information, preparing expense reports, and maintaining file storage

Skills on Resume: 

• Presentation Preparation (Hard Skills)
• Earnings Coordination (Hard Skills)
• Investor Communication (Soft Skills)
• CRM Management (Hard Skills)
• ESG Reporting (Hard Skills)
• Event Coordination (Soft Skills)
• Market Monitoring (Hard Skills)
• Website Maintenance (Hard Skills)

Job Summary: 

• Creating briefings for management meetings with institutional investors and sell-side analysts
• Reviewing and summarizing sell-side analyst research on the and peers
• Providing updates to the management on shareholder activity
• Monitoring competitor earnings releases, investor presentations and public commentary for analysis and comparison
• Preparing quarterly earnings documents and analyses for the Investor Relations group and Firm management
• Assisting in the development and production of investor presentations given by senior management
• Constructing reports on stock price performance and valuation for the peers
• Representing the company and its brand with the highest regard in public, with clients, etc.
• Monitoring analyst reports and estimates of financial performance.

Skills on Resume: 

• Briefing Preparation (Hard Skills)
• Research Analysis (Hard Skills)
• Shareholder Tracking (Hard Skills)
• Competitor Monitoring (Hard Skills)
• Earnings Preparation (Hard Skills)
• Presentation Development (Hard Skills)
• Valuation Reporting (Hard Skills)
• Brand Representation (Soft Skills)

Job Summary: 

• Maintain and develop Excel models on comparable and competing companies
• Interact with equity research analysts to maintain consensus estimates and communicate business model and financial goals
• Interact with senior management and liaison with institutional investors
• Maintain and develop Lightspeed’s Investor Relations website
• Assist in organizing events such as Podcasts, Webcasts and Conferences to communicate strategy and prospects to the investor community.
• Work on preparing presentation materials for senior management to present at investor conferences.
• Contributing as part of the wider team to achieve organizational objectives, even if this means doing things that aren’t strictly within the scope of the role.
• Perform and run financial modeling to mirror sell-side and buy-side approaches (e.g., consensus, valuation methodology)
• Produce presentations enabling financial communication alignment across the Company

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Consensus Management (Hard Skills)
• Investor Communication (Soft Skills)
• Website Maintenance (Hard Skills)
• Event Coordination (Soft Skills)
• Presentation Preparation (Hard Skills)
• Team Collaboration (Soft Skills)
• Financial Analysis (Hard Skills)

Job Summary: 

• Collaborating with and supporting the Head of IR in engaging with a broad set of external and internal stakeholders.
• Supporting the preparation of results and other market communications
• Updating the consensus model for changes in analysts' forecasts, to help ensure that company guidance is well understood, or follow-up is scheduled
• Summarising and analysis of relevant sell-side notes on peers and the wider sector for dissemination to key stakeholders in the business (inclusive of executive team and Board)
• Acting as a key point of contact for ad hoc broker, analyst, and investor inquiries
• Supporting the Head of IR in hosting investor events such as site visits and other meetings
• Helping to monitor developments in the share register and in ongoing efforts in investor targeting
• Maintaining fundraising pipelines and working with the senior IR/BD team to establish processes for fund launches and closes, including a data room for various funds

Skills on Resume: 

• Stakeholder Engagement (Soft Skills)
• Market Communication (Hard Skills)
• Consensus Management (Hard Skills)
• Research Analysis (Hard Skills)
• Investor Communication (Soft Skills)
• Event Coordination (Soft Skills)
• Investor Targeting (Hard Skills)
• Fundraising Support (Hard Skills)

Job Summary: 

• Partner in the preparation and development of investor and corporate-oriented materials, including quarterly earnings releases, investor presentations, Q&A, talking points and other associated materials.
• Support the VP of Investor Relations with preparing investor-oriented materials and summarizing analyst/investor feedback for senior leadership.
• Maintain investor communications calendar and coordination of all aspects of the company’s participation in external events, including investor days, conferences, and investor meetings and calls.
• Monitor and prepare reports on relevant data impacting the company, competitors, and industry, such as operating and performance trends, consensus estimates, stock price targets, competitor trends, and other developments impacting the business.
• Assist in conducting detailed competitive analysis for dissemination and reporting to the senior leadership team.
• Monitor, analyze, and summarize analyst models and notes to understand investment community expectations and key assumptions
• Assist in the management of the IR portion of the website
• Work directly with Senior Investment Strategists, Operations, Portfolio Managers, Fund Accounting, and Compliance
• Supporting the platform as it relates to funds and investment documentation

Skills on Resume: 

• Material Preparation (Hard Skills)
• Feedback Analysis (Hard Skills)
• Event Coordination (Soft Skills)
• Market Monitoring (Hard Skills)
• Competitive Analysis (Hard Skills)
• Consensus Tracking (Hard Skills)
• Website Management (Hard Skills)
• Cross Department Collaboration (Soft Skills)

Job Summary: 

• Develop a solid understanding of the Company and its strategy and competitive positioning
• Assist with the presentation of IR, and other Finance, internal and external presentations, including the quarterly earnings process
• Manage the IR inbox, process IR-related invoices and manage vendor relationships
• Support IR calendar and planning efforts, including scheduling of investor conferences and events
• Support AMH reporting regarding dividend payments to the NYSE, DTC, and transfer agent
• Monitor and distribute sell-side analyst research notes on the Company
• Communicate occasionally with Wall Street analysts and investors
• Build strong internal relations across the organization and with external stakeholders
• Prepare presentations, research pieces, and general market data for current and prospective investors

Skills on Resume: 

• Strategic Understanding (Hard Skills)
• Presentation Support (Hard Skills)
• Vendor Management (Hard Skills)
• Event Planning (Soft Skills)
• Report Coordination (Hard Skills)
• Research Monitoring (Hard Skills)
• Investor Communication (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Support the continued development and execution of the long-term investor relations (IR) plan
• Generate a weekly IR report for senior management and continue to refine the report to ensure material developments and updates are communicated to internal stakeholders
• Develop briefing documents ahead of IR events, including but not limited to investor meetings, conferences and quarterly earnings calls in partnership with an external IR agency
• Assist with an active IR/corporate calendar of conferences, non-deal roadshows, investor and analyst meetings and other events
• Assist with the creation of the annual report
• Assist in the preparation of materials for the annual meeting of shareholders
• Collaborate across the IR team in the development of quarterly earnings materials
• Works closely with various internal stakeholders to gather and interpret data and information
• Assist in the management of key corporate data and investment project information through the company database

Skills on Resume: 

• IR Strategy (Hard Skills)
• Report Preparation (Hard Skills)
• Briefing Development (Hard Skills)
• Event Coordination (Soft Skills)
• Annual Reporting (Hard Skills)
• Shareholder Communication (Soft Skills)
• Data Collaboration (Soft Skills)
• Database Management (Hard Skills)

Job Summary: 

• Support the maintenance of existing investor relationships
• Coordination and production of presentation materials
• Maintaining detailed records of client and prospecting activities
• Managing the closing/transfer process for new and existing investors
• Coordinate and support RFP processes by collecting and preparing data
• Collaborating with internal teams across the business as well as external service providers to produce and collate relevant data and ensure both data and client/prospect activities are compliant
• Assist with the training and management of new team members
• Prepare investor requests about performance and firm activity
• Assist in planning and preparing investor meetings and events
• Support day-to-day operations, including database activity

Skills on Resume: 

• Investor Relations (Soft Skills)
• Presentation Preparation (Hard Skills)
• Activity Tracking (Hard Skills)
• Process Management (Hard Skills)
• RFP Coordination (Hard Skills)
• Team Collaboration (Soft Skills)
• Team Training (Soft Skills)
• Event Support (Soft Skills)

Job Summary: 

• Coordinating with multiple Transfer Agents, including attending regular service review calls, assisting with escalated issues/incidents, monitoring their adherence to SLAs and KPIs, and annual Due Diligence reviews and visits.
• Complete dealing, settlement, registration and waiver queries from the TA partners, performing duties in accordance with market practices and promptly.
• Processing of Capital activities (subscription, redemption, transfer, switches) and non-financial activities (new investor creation, static data maintenance, statement and contract note distribution, audit confirm, responding to investor/client queries and multiple time-bound projects).
• Interact with TAs to assist with the resolution of AML Customer Due Diligence (CDD) issues and Annual Refreshes
• Fulfill requests from Distributors, Fund Platforms, or Data Vendors for the completion of fund data templates accurately and within required timescales.
• Build professional, positive, and collaborative working relationships with colleagues in other departments, e.g., Portfolio Management, Compliance, Legal, Client Onboarding, etc.
• Assist with new client onboarding across the Retail/Wealth channel, coordinating activities with business line partners and service teams to provide a smooth and seamless Client experience.
• Reporting on co-investments with input from the finance and operations teams
• Support on ESG activities/materials in coordination with investment and operations teams

Skills on Resume: 

• Transfer Coordination (Hard Skills)
• Capital Processing (Hard Skills)
• Data Management (Hard Skills)
• Due Diligence (Hard Skills)
• Template Completion (Hard Skills)
• Cross Department Collaboration (Soft Skills)
• Client Onboarding (Soft Skills)
• ESG Support (Hard Skills)

Job Summary: 

• Assist in preparing key external disclosures, including quarterly earnings releases, Annual Reports, and Proxy Statements
• Support the quarterly earnings process, including maintaining a database of key business metrics, producing prep documents for senior management, handling earnings call logistics and performing post-earnings analysis and summaries
• Assist in arranging and developing materials for shareholder engagements, including meetings, conferences, non-deal roadshows and Investor Days
• Perform valuation and analytical exercises for BlackRock and its competitors, including examining financial results, strategy, and research
• Review and analyze sell-side analyst models to better understand external forecasts of the firm’s performance and share key insights with senior management
• Report on market performance, economic developments, regulatory issues and other public market information
• Monitor shareholder information, including changes in ownership at both the institutional and fund levels, and own and maintain a CRM database
• Update and maintain the firm’s CRM, including producing reports and dashboards
• Work closely with existing and prospective investors to answer operational questions

Skills on Resume: 

• Disclosure Preparation (Hard Skills)
• Earnings Coordination (Hard Skills)
• Event Management (Soft Skills)
• Valuation Analysis (Hard Skills)
• Model Review (Hard Skills)
• Market Monitoring (Hard Skills)
• CRM Management (Hard Skills)
• Investor Communication (Soft Skills)

Job Summary: 

• Provide general support to all members of the Investor Relations and Client Solutions team and assist the team with delivering first-class service to all investors and prospects
• Work closely with team members and colleagues across departments to complete investor and prospective investor standardized and ad hoc reporting
• Develop relationships with internal teams
• Maintain and update Capstone’s client relationship management system (Backstop) with all connectivity and email correspondence
• Maintain firm-wide marketing materials and presentation management software
• Help oversee the relationship with the third-party administrator and provide support in processing investor capital activity (i.e., subscriptions, redemptions, and transfers along with reviewing and tracking documentation.
• Work to develop strong product, strategy, and industry knowledge
• Conduct research and analyses on existing and prospective investors for the senior investor relations team and firm Partners
• Liaise with the firm’s marketing and communications team to coordinate the logistics for events, campaigns, and announcements 

Skills on Resume: 

• Investor Support (Soft Skills)
• Report Preparation (Hard Skills)
• Team Collaboration (Soft Skills)
• CRM Maintenance (Hard Skills)
• Marketing Management (Hard Skills)
• Capital Processing (Hard Skills)
• Product Knowledge (Hard Skills)
• Event Coordination (Soft Skills)

Job Summary: 

• Provide high-quality, insightful and timely information about Kingfisher’s performance and business drivers to the financial markets, so that they can make informed investment recommendations and decisions.
• Play a crucial role in several analytical, administrative and organizational activities to support the Investor Relations brief, which ranges from the communications strategy
• Contribute to the quarterly trading updates and full/half-year results cycle
• Preparation for investor roadshows and briefing packs
• Coordination of conferences and events
• Assist with maintaining the company-compiled consensus
• Analyze monthly share register movements and keep the team updated on market and share price news.
• Research and prepare background materials and reports by the investor relations function in advance of investor/business development trips.
• Liaise and manage relationships with investors on investment strategies and fund performance.

Skills on Resume: 

• Market Communication (Soft Skills)
• Data Analysis (Hard Skills)
• Earnings Support (Hard Skills)
• Briefing Preparation (Hard Skills)
• Event Coordination (Soft Skills)
• Consensus Management (Hard Skills)
• Market Monitoring (Hard Skills)
• Investor Relations (Soft Skills)

Job Summary: 

• Coordinate and own quarterly reference documents for the Corporate Investor Relations team to leverage
• Develop and implement IR process improvements in collaboration with Corporate and business teams
• Support the quarterly earnings process and annual outlook and trade show presentations, including Q&A preparation and financial tie-outs.
• Implement a process to collect and review external investor financial models for GE and competitors
• Understand and track investor notes and sustainability reporting
• Partnership with GE Healthcare FP&A teams to ensure messaging is linked with financial actuals and latest forecasts
• Regular interaction with FP&A, Controllership, accountability finance teams, and cross-functional interaction with senior levels of the organization, including GE Corporate
• Monitor shareholder activity, including changes in ownership, and report to senior management
• Analyze the valuation of Citi and its positioning in the global competitive landscape

Skills on Resume: 

• Process Improvement (Hard Skills)
• Earnings Coordination (Hard Skills)
• Model Analysis (Hard Skills)
• Sustainability Tracking (Hard Skills)
• Financial Collaboration (Soft Skills)
• Cross-Functional Communication (Soft Skills)
• Shareholder Monitoring (Hard Skills)
• Valuation Analysis (Hard Skills)

Job Summary: 

• Be part of the Investor Relations and Corporate Finance team at a fast-growing biopharmaceutical company.
• Support investor relations and corporate finance activity, including management of relationships with investors, research analysts, and bankers, as well as contributing to company presentations, scientific and medical communications.
• Be responsible for comparable company tracking, landscape overviews and comparable valuation analysis. 
• Work with the corporate finance team on company models, forecasts, and valuation analyses.
• Interact with Nasdaq and other data providers to monitor trading and investor activity.
• Maintain internal work plans and timelines to ensure the timely completion of committed projects.
• Researching and creating materials for investors' presentations and due diligence
• Mapping out potential investor universes and assisting in reach-outs and the sales processes
• Supporting the onboarding of new investors from a documentation point of view and liaising closely with fund administrators
• Getting to know investors with a view to both assisting their needs, creating an interactive investor community and selling new products
• Working closely with the investment team to understand investment themes, portfolio companies and to take part in and observe investment committee processes
• Analytical and quantitative skills with the ability to connect high-level strategic thinking to the nuances of investor requirements

Skills on Resume: 

• Investor Relations (Soft Skills)
• Financial Analysis (Hard Skills)
• Valuation Modeling (Hard Skills)
• Trading Monitoring (Hard Skills)
• Project Management (Hard Skills)
• Presentation Preparation (Hard Skills)
• Investor Outreach (Soft Skills)
• Client Onboarding (Soft Skills)

Job Summary: 

• Assist financial advisors and high net worth investors with the onboarding process, including website registration and the submission of investor subscription and AML documents
• Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes
• Provide on-going support to clients, answering a wide variety of questions timely and accurate manner, to ensure overall client satisfaction
• Collaborate with the technology team to optimize the user experience through enhancements to the company’s proprietary technology platform
• Effectively present and explain the company’s strategy and results and educate investors and the analyst community, including financial results, product offerings, market/customer dynamics and major business events
• Work closely with financial planning and analysis (FP&A) and accounting teams on the preparation of quarterly earnings releases and SEC filings
• Plan and attend investor conferences and non-deal roadshows
• Ongoing analysis and monitoring of competitor and peer group companies
• Assist in the preparation of content for board meetings
• Assist with ad hoc strategic initiatives for the CFO
• Work as a team to develop and update front-line presentations and other marketing collateral
• Create bespoke reports for investor updates, responding to RFPs, and any other ad-hoc requests
• Manage the CRM system and coordinate IR-related documentation
• Liaise with the investment team to understand investment activity within the fund and its effect on clients
• Respond to inbound investor queries promptly, coordinating with the relevant teams

Skills on Resume: 

• Client Onboarding (Soft Skills)
• Fundraising Support (Hard Skills)
• Customer Service (Soft Skills)
• Platform Optimization (Hard Skills)
• Investor Education (Soft Skills)
• Earnings Preparation (Hard Skills)
• Event Coordination (Soft Skills)
• Competitor Analysis (Hard Skills)

Job Summary: 

• Assist with client requests to ensure they are dealt with directly or routed appropriately within a timely and effective manner
• Own the creation of presentations and other communication materials, i.e., board reports, shareholder lists, targeting exercises, investor engagement analysis and institutional investor tendencies
• Capital Markets/Big Data analytics and data gathering
• Works seamlessly with team members and shared services to deliver on service excellence
• Continual learning and development to become an expert in IR, Capital Markets, and Q4 product and services
• Produce investor materials and analysis related to capital raising, ongoing reporting and all LP communications
• Create and maintain pitchbooks, develop and update materials, management of due diligence processes, and creation of ad-hoc analyses related to strategies and portfolios
• Complement relationship managers and product specialists in investor interactions and over time, be able to articulate all aspects of the product suite
• Attend and prepare for fundraising roadshows, AGMs, diligence presentations and update meetings
• Collaborate with the firm's wider IR and product teams across different strategies, including private equity, real estate and hedge funds
• Assist in managing relationships with research analysts and institutional investors and stay abreast of qualitative and quantitative changes to estimates and models
• Assist in the preparation of external disclosures, including quarterly earnings releases as well as quarterly and annual SEC filings
• Assist in developing materials for shareholder engagements, including meetings, conferences and Investor Days

Skills on Resume: 

• Client Communication (Soft Skills)
• Presentation Development (Hard Skills)
• Data Analysis (Hard Skills)
• Team Collaboration (Soft Skills)
• Continuous Learning (Soft Skills)
• Investor Materials (Hard Skills)
• Fundraising Support (Hard Skills)
• Analyst Relations (Soft Skills)

Job Summary: 

• Assist in creating and updating all marketing materials, such as investor letters, ad-hoc investor updates, the website, and other promotional material, maintaining strong brand design/recognition throughout
• Develop process manuals and support efforts to develop appropriate policies, procedures, and governance.
• Maintain data on all current and potential fund investors, ensuring that all relevant interactions, follow-ups, actionable items, and updates are being properly tracked and reported on
• Investor onboarding support, documentation management, and review
• Support in the planning and project management of fundraising processes, including the development of materials (track record, case studies, DDQs, PPMs, onsite due diligence sessions, healthcare market research)
• Lead in the preparation of the quarterly LP reports with the Finance and Investment teams, to include researching, drafting and analyzing industry data and portfolio developments/investment activity
• Planning and execution of events such as LPAC meetings and the Annual Investor Meeting
• Detailed quantitative analysis, including share register and ownership data, to understand investor behaviors
• Ad-hoc reports by analyzing global capital markets, identifying trends, and recommending actions
• Support senior team members of the department in the preparation, execution, and delivery of analysis and client work
• Understand investment trends in ESG and collaborate with members of the team to formulate marketing materials and support the execution of advisory mandates

Skills on Resume: 

• Marketing Management (Hard Skills)
• Process Development (Hard Skills)
• Data Tracking (Hard Skills)
• Investor Onboarding (Soft Skills)
• Fundraising Support (Hard Skills)
• Report Preparation (Hard Skills)
• Event Coordination (Soft Skills)
• Market Analysis (Hard Skills)

Job Summary: 

• Profile prospective investors and prepare a strategic plan of outreach for each
• Develop and maintain an extensive prospective investor database to ensure an impactful outreach strategy
• Gather and synthesize market intelligence from a variety of public and private sources
• Develop a deep understanding of the Firm’s strategies and positions
• Support IR/BD on various ad hoc projects or product development initiatives across all of the Firm’s business lines
• Prepare and design various marketing and fundraising materials, including teasers and presentations
• Assist prospective investors in their Due Diligence process by answering various types of due diligence questionnaires
• Coordinate from start to finish the onboarding/funds closing process when welcoming new investors
• Market research, competition screening and fundraising trends analysis
• Complete fund level analytics, benchmarking, and other data requests
• Assist with the production of monthly, quarterly, and annual investor reporting and portfolio update materials
• Assist the business development team in tracking and completing fundraising questionnaires and related diligence requests
• Produce and maintain all FEAC marketing materials for fundraising and LP relations (pitch books, due diligence questionnaires, annual meeting presentations), including supportive quantitative analysis

Skills on Resume: 

• Investor Targeting (Hard Skills)
• Database Management (Hard Skills)
• Market Research (Hard Skills)
• Product Knowledge (Hard Skills)
• Marketing Materials (Hard Skills)
• Due Diligence (Hard Skills)
• Onboarding Coordination (Soft Skills)
• Fundraising Analysis (Hard Skills)