• Coordinate and manage information and present to investors and/or Sterling executives in the form of periodic newsletters, webinars, investor summaries, quarterly reports, presentations, periodic meetings, private placement memorandums, and software training
• Communicate and forward tax documentation, periodic distributions, and quarterly reports to investors
• Field investor inquiries and present the explanations after consulting with appropriate personnel
• Coordinate investor equity raises by communicating amounts required, tracking/auditing subscription agreements, where funds are to be sent/wired, reconciling the amount called versus received, and tracking the amount of capital needed versus pledged to avoid over-subscribing on the investment
• Disseminate and manage the investor tracking portal software (Pillars) and biannually audit the information input for accuracy
• Train Sterling colleagues and others on the various Pillars applications and reporting capabilities
• Led by the Director of Real Estate Finance
• Perform all the above in accordance with applicable laws and company policies

Skills: Investor Relations Management, Financial Reporting, Data Coordination, Stakeholder Communication, Equity Fundraising, Compliance Management, Software Training, Information Auditing

• Be responsible for the periodic compilations of Limited Partners (LPs) and client communications (e.g., newsletter).
• Take full ownership and responsibility for investor-related materials, activities, and communication channels.
• Create and manage a strong reputation by demonstrating consistent and clear communication with internal and external stakeholders.
• Keep LPs well informed, organize regular investor relations activities, i.e., annual meetings, quarterly Limited Partners updates, and industry meetings.
• Help to organize webinars, events, etc., for potential new investors to provide regular updates on Serpentine Ventures and venture asset management.
• Be responsible for developing, maintaining, and improving a customer-centric investor relations framework.
• Develop and maintain investor confidence.
• Work closely with internal subject matter experts, e.g, Marketing and Communications, Compliance, Investment Management.

Skills: Investor Communications, Relationship Management, Reputation Building, Event Coordination, Investor Engagement, Framework Development, Confidence Building, Cross-Functional Collaboration

• Contribute to the company's investor relations function, including investor/analyst engagement and IR strategy development
• Help with all communications with the investment community regarding the company's business model, operating results, business strategies and special developments
• Assist in all aspects of investor marketing
• Participate in the quarterly earnings process, including assisting in the preparation of quarterly financial press releases, conference call scripts, Q&A documents, and other associated materials
• Assist in drafting annual and quarterly SEC filings
• Build and maintain a financial model based on the company’s public disclosures
• Assist investors and analysts in modeling the company
• Compare internal forecasts with analyst models, track analyst estimate changes and ensure accuracy
• Engage in the review and summary of analyst reports, competitive financial analysis and aggregate information from various financial data sources
• Compile disclosures and data for use by senior management in meetings and discussions with investors, analysts and shareholders
• Provide senior management with feedback and recommendations related to discussions with the investment community, as well as commentary regarding events within the market and industry
• Collaborate across departments to ensure a consistent corporate image is presented to analysts, institutional investors, individual shareholders, media and all external parties
• Cultivate and maintain relationships at all levels of the organization and with the investing community
• Work closely with senior staff on internal and external financial planning, forecasting and reporting
• Support M&A activities across the finance function

Skills: Investor Relations, Financial Analysis, Investor Marketing, Earnings Preparation, SEC Filings, Financial Modeling, Competitive Analysis, Cross-Department Collaboration

• Review/assist preparation with RFP/PPM and DDQ memos and prepare fund marketing presentations
• Support Marketing and Investor Relations initiatives through conducting market research and preparing investor materials
• Monitor the investor CRM system and update all investors' and prospects' information
• Track and update Investor Relations reports, Excel spreadsheets, and client presentations
• Update monthly, quarterly investment consultant databases and performance reporting to databases
• Organize and update responses for RFPs and RFIs
• Support all areas of capital raising efforts
• Respond to ad hoc investor and prospect requests

Skills: RFP Preparation, Market Research, CRM Management, Report Tracking, Data Updating, Capital Raising, Investor Support, Presentation Development

• Analysis of the insurance market and competitors, including analyst/investor expectations of performance (consensus figures, financial models and other external information) and contribute to shaping responses to investors and analysts 
• Work closely with the Finance team to prepare all materials for half and full year results, including a key role in the preparation and project management of the Results Analyst Presentation and Annual Report
• Draft regular IR reports for the Group Board and management
• Oversee management of external service providers and negotiate contracts
• Coordinate investor visits, communicating with external investors and liaising with internal Admiral representatives.
• Oversee planning of half and full-year results roadshows and liaise with brokers and senior management
• Oversee planning of any ad hoc conferences, including preparation of materials for the senior management team
• Building messaging and presentations to communicate the strategy and performance of the Group
• Assist in identifying, building and maintaining relationships with shareholders, targets and analysts
• Support Sustainability and ESG initiatives and reporting at Admiral, including the Sustainability Working Group agenda and meetings, and updates for management and the Board

Skills: Market Analysis, Financial Reporting, IR Reporting, Vendor Management, Investor Coordination, Event Planning, Strategic Communication, ESG Support

• Assist the Investor Relations and Client Solutions team with delivering first-class service to investors and prospects
• Coordinate regular update meetings and calls with select current investors
• Spearhead preparation of client operational due diligence requests and meetings, in addition to firmwide documents
• Work closely with team members and develop relationships across departments to complete standardized and ad hoc reporting
• Assist with the preparation of regulatory filings and board meeting materials
• Help oversee the relationship with Capstone’s third-party administrator while reviewing and tracking documentation for subscriptions, redemptions, and transfers
• Monitor investor capital activity and provide frequent updates to senior management
• Develop strong product, strategy, and industry knowledge

Skills: Investor Relations, Client Servicing, Due Diligence, Cross-Department Collaboration, Regulatory Filings, Fund Administration, Capital Monitoring, Industry Knowledge

• Support the Investor Relations team with bespoke materials, research (client prospects, asset class research, market segments), and day-to-day activity co-ordination
• Help coordinate requests for proposals (RFPs), requests for information (RFIs) and Due Diligence Questionnaires (DDQs), as well as bespoke prospect and client materials, including presentations, spreadsheets, and ad hoc queries
• Begin coverage of smaller investors under the supervision of the senior Investor Relations professionals
• Ensure ongoing maintenance of databases (contacts, performance, corporate profile)
• Analyze quantitative and qualitative information, including fund performance and portfolio metrics
• Develop and maintain in-depth knowledge of financial markets, Marathon products and services and competitive landscape
• Track activities and maintain contact information
• Work collaboratively with the firm’s leadership team, investment professionals, and existing client coverage team

Skills: Material Preparation, Market Research, RFP Management, Database Maintenance, Data Analysis, Financial Knowledge, Activity Tracking, Team Collaboration

• Leading investor meetings, driving AUM onto the platform and coordinating timely follow-ups
• Developing a deep understanding of the firm’s full investment capabilities and monitoring portfolio company developments to effectively communicate with investors
• Responding to ad hoc inquiries from investors
• Ensuring that all existing and new investors’ needs are consistently met and striving to exceed investors’ expectations
• Supporting and maintaining worksheets and portfolio databases, including an investor CRM system (Salesforce), to track fundraising progress and investor communications
• Preparing the management team for conference and event attendance 
• Ensuring the network, as well as opportunities to expand the network, are taken into account
• Ensuring investor presentations are up to date and provided before meetings

Skills: Investor Engagement, Fundraising Management, Portfolio Monitoring, Client Communication, CRM Administration, Event Preparation, Network Development, Presentation Management

• Gathering information on investors in funds managed by the firm
• Analyzing various sets of market and financial data regarding key trends on behalf of, or in service of investor base
• Developing an understanding and mapping the various portfolio companies and DCG subsidiary business models
• Assisting in managing the investor reporting process and drafting of quarterly and annual reports, including newsletters and portfolio company case studies
• Conducting market research and performance benchmarking research and analysis
• Tracking investment and operating performance against targets and relative to macro and benchmark assumptions
• Being the primary point of contact to stay up to date on all market-driving developments, news, media, events, and fundraising
• Assisting in the development of financial and non-financial periodic reporting templates for investors
• Creating ad hoc and recurring marketing materials for leadership road shows, investor meetings, diligence processes, etc.

Skills: Investor Research, Market Analysis, Portfolio Mapping, Report Preparation, Performance Tracking, Benchmark Analysis, Industry Monitoring, Marketing Material Development

• Work with portfolio managers, assisting in periodic performance commentary writing
• Assist in fact sheet generation and distribution and provide the GreshamQuant team with attribution information as well as regressions for use in the monthly fact sheets
• Edit and finalize monthly commentary and maintain relevant marketing materials, including fact sheet, tear sheet, deck, market list, data pack, etc., for two trend following hedge fund strategies
• Assist in creating ad-hoc analysis on portfolio performance and exposure and help edit verbiage for “research papers”
• Assist in generating other content, estimated performance summaries, monthly research commentary, monthly talking points, and content for client calls
• Answer miscellaneous requests from clients about performance, positioning, terms, etc.
• Complete ongoing client reporting based on an established checklist
• Prepare presentation materials for new and existing investors and complete DDQs, RFIs, RFPs, and questionnaires for consultants, investors and prospects
• Attend quarterly and ad hoc client meetings, providing supporting materials to the Head of Business Development
• Ad-Hoc client servicing and reporting and managing new client onboarding
• Assist in overseeing both the intra-month and month-end flow processes
• Aid in the preparation of custom fact sheets for clients
• Update the Quarterly Firm Snapshot for the President and CIO
• Maintain standard firm DDQs and develop an understanding of the firm’s investment products to aid in the creation of new marketing material

Skills: Performance Commentary, Fact Sheet Management, Marketing Material Maintenance, Portfolio Analysis, Client Reporting, Presentation Preparation, Client Servicing, Product Knowledge

• Refine and execute the investor relations strategy and framework
• Liaison for OSL and the investor community to engage with investors and the sell-side.
• Clearly articulate OSL’s strategy, progress against KPIs, and financial performance to the investor community, thereby providing investors with accurate, useful, and relevant information
• Collect and communicate feedback from the investor community to Leadership and Board
• Translate marketing materials, including monthly investor letters, pitch decks, announcements, and other presentations
• Partner with Marketing, Communications, and other teams in the development of external investor messaging relating to company strategy, announcements, and any other events
• Work with Product, Engineering, and Strategy to understand and articulate product strategy, feature enhancements, and technology
• Prepare and maintain accurate consensus models, valuation analysis, and other materials
• Monitor and report on industry and peer company information and practices by tracking research reports, news, earnings calls and other relevant resources
• Collaborate with internal stakeholders and senior executives to develop press releases, Q&A documents, and other relevant materials
• Maintain and update social media channels every week for the capital market

Skills: Investor Relations Strategy, Stakeholder Liaison, KPI Communication, Investor Feedback, Marketing Translation, Cross-Functional Messaging, Valuation Analysis, Industry Monitoring

• Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products
• Individuals calculate net asset values and disseminate financial and performance information to the investment advisor and their investors
• Acting as primary fund accountant on multiple relationships, ensures all fund accounting functions are completed in accordance with Generally Accepted Accounting Principles (GAAP)
• Records trade information, income/expense activity and applies valuation of securities in the portfolio accounting system
• Enters and reconciles all investor contributions and withdrawals in the partnership accounting system
• Allocates fund-level profits to individual investors for the preparation and distribution of investor statements
• Reviews and coordinates fund expense analysis and expense processing
• Prepares financial statements, audits, and tax schedules

Skills: Fund Accounting, Financial Reporting, Trade Reconciliation, Investor Servicing, Profit Allocation, Expense Management, Statement Preparation, Compliance Adherence

• Provides extraordinary service commensurate with the Bank's reputation, to investors, along with other internal and external stakeholders, through clear, responsive and proactive communication and engagement efforts.
• Operates in full compliance with Regulation Fair Disclosure, including training and associated safeguards in alignment with the Bank’s internal trading policies.
• Exercises full discretion in working with confidential information.
• Establishes and maintains strong working relationships with the Bank’s senior leadership and their teams in verbal, written, and electronic correspondence.
• Assists with the development and ongoing updates of the investor presentation and other external materials, including the Corporate Responsibility Report.
• Assists with the management of the Environmental, Social and Governance (ESG) program, including investor outreach, managing third-party relationships and staying current on corporate governance practices.
• Maintains records of key financial and ESG data.
• Performs other duties and responsibilities specific to department function and activities by supervisor, including administrative assistance, ad-hoc reporting and research.
• Assists with logistics, calendar management and investor outreach tracking through a third-party CRM tool (Nasdaq IR Insight).
• Adhering to and complying with all applicable federal and state laws, regulations and guidance, including those related to Anti-Money Laundering
• Adhering to Bank policies and procedures
• Be responsible for completing the required training, 
• Identifying and reporting potential suspicious activity to the BSA/AML Officer
• Knowing and verifying the identity of any customers who enter into a relationship with the Bank. 

Skills: Investor Communication, Regulatory Compliance, Confidentiality Management, Leadership Collaboration, Presentation Development, ESG Management, Data Maintenance, CRM Administration

• Achieve Key Performance Metrics set forth by the Head of Asia Private Wealth.
• Primary responsibility is to drive sales to achieve annual growth and fundraising goals
• Develop, build, and foster relationships with key stakeholders at partner firms 
• Be responsible for key relationships at partner firms and develop a deep understanding of the client's needs.
• Develop and manage relationships with Centers of Influence (COI) at all of the key wealth management clients and prospects while maintaining a long-term business perspective and a consultative approach
• Actively prospect existing and emerging firms to enhance Carlyle's distribution partner list
• Create tailored client deliverables to promote the Firm's capabilities
• Work with various internal teams (Central Investor Relations, Legal, Compliance, Fund Management, Tax, Accounting, etc.) to ensure client needs are met
• Participate in client meetings to present the Firm's funds, products and capabilities
• Track and monitor key business metrics across the footprint
• Assist in the development of sales strategy and product launch plans for Asia
• Focus on cultivating, prospecting and increasing products across Family Office communities in Asia's key markets.
• Attend industry functions, such as association events and conferences, and provide information on market and creative trends

Skills: Sales Growth, Relationship Management, Client Development, Stakeholder Engagement, Business Prospecting, Client Presentation, Cross-Functional Coordination, Sales Strategy

• Manage a portfolio of clients and have direct responsibility for assisting with their Investor Relations.
• Lead onboarding of new clients, including developing game plans to build, launch and maintain investor relations sites on the BondLink platform.
• Develop best practices, product guides, videos and webinars to support the clients.
• Proficient in using the BondLink platform’s products and tools.
• Knowledgeable in municipal bond issuer IR, including an understanding of municipal credit and best practices.
• Interact with customers to evaluate and resolve their issues professionally.
• Regularly communicate with high-ranking government officials across all levels and sizes of government.
• Gathering and analyzing investor data.
• Proactively work with clients to monitor their progress and results and provide recommendations to set them up for success.
• Work closely with other BondLink teams, including management, marketing, sales, and engineering and contribute to building and documenting internal operational processes.
• Document the discussions to help put processes in place for future interactions.
• Use modern software systems and tools, such as Salesforce, Google Analytics and third-party databases.
• Build product demos to support the sales team.

Skills: Client Management, Onboarding Strategy, Product Training, Platform Proficiency, Municipal Finance, Customer Support, Data Analysis, Process Documentation

• Developing and maintaining in-depth knowledge of financial markets, investment strategies on the fundamental and systematic hedge fund platforms, and the competitive landscape
• Creation of detailed hedge fund analytics and data packages utilizing advanced MS Excel and PowerPoint methods, including performance and attribution reports, risk and exposure reports, and portfolio holdings reports
• Ownership, coordination and preparation of investor reports, presentations and communications, including quarterly fund investor reports and presentations, annual meeting presentations, investor meeting materials, marketing and branding materials, ad-hoc reports, presentations and communications
• Share ownership of the IR inbox, monitoring and responding promptly to investor questions and requests
• Work with the administrator to process contact updates
• Completion of due diligence questionnaires and requests
• Ensuring compliance with internal and external rules, policies and procedures as well as regulatory requirements
• Working collaboratively with the firm’s leadership team, investment professionals, and existing marketing team

Skills: Financial Knowledge, Hedge Fund Analytics, Investor Reporting, Communication Management, Data Processing, Due Diligence, Regulatory Compliance, Team Collaboration

• Manage processes for market-facing events
• Project manage the delivery of results, releases and trading updates.
• Organize the calendar and logistics for roadshows, conferences, and other events.
• Manage the IR team inbox, ensuring questions are answered/escalated.
• Provide analysis and insights
• Monitor competitor results and industry news flow, and provide insights to Management.
• Produce monthly IR management information deck and quarterly Board report.
• Produce impactful corporate materials
• Contribute to the preparation of results materials and Annual and Interim reports.
• Maintain the IR section of the corporate website.
• Develop and organize critical management information
• Develop/maintain CRM system to manage engagement with the investment community.
• Lead on the production of comprehensive investor briefing packs for the CEO and CFO.
• Contribute to broader team success
• Monitor the development of IR best practices and tools, and drive their implementation.
• Build relationships and collaborate across the broader finance and business communities.

Skills: Event Management, Project Coordination, Investor Communication, Competitor Analysis, Report Preparation, Content Development, CRM Management, Cross-Functional Collaboration

• Support the entire APAC Real Estate Department with prompt responses to requests for information and for product materials.
• Prepare materials and logistics associated with roadshows and client meetings.
• Project manage the process for the launch/ongoing marketing of products, setting timelines and deliverables for all teams involved (Legal, Finance, Operational, CPMs and Portfolio Management)
• Work with the internal RFP team to develop initial RFP responses and respond to RFP’s and client questions.
• Ensure global consistency across products and timely completion of RFPs, facilitate compliance sign-off for external use
• Take ownership of scheduling on-site meetings to review the product, including developing the agenda and ensuring the right stakeholders are present at the meeting
• Coordinate investor due diligence, working with internal and external team members
• Work closely with the Marketing team to manage marketing collaterals and support marketing road shows, conferences, and events

Skills: Information Management, Material Preparation, Project Management, RFP Coordination, Compliance Oversight, Meeting Planning, Due Diligence, Marketing Support

• Coordinate onboarding through the provision of subscription documentation, assisting with the completion of documentation, including KYC and liaising with relevant internal teams (legal, compliance, Lux operations, etc.) and external service providers
• Manage the provision of side letters through coordination with legal, compliance and escalate to CPM, PM
• Work with all relevant teams to ensure that investor information is correctly recorded in Investran, Viaduct, Salesforce, and client portals
• Managing investor communications, including maintenance of investor contact details, sending communications from the fund’s in-box, maintenance of investor portal (Intralinks), holding investor calls and meetings
• Maintenance of regular investor activities, including capital calls, distributions, transfers, and redemptions, as well as maintaining the subscription and redemption investor queues
• Act as a point of contact for information requests and any inquiries from investors and prospective investors.
• Providing bespoke reports for selective clients, working with the Hyderabad team
• Develop intimate knowledge of the underlying product, helping to acquire market intelligence and peer group information

Skills: Investor Onboarding, Documentation Management, Data Accuracy, Communication Management, Capital Administration, Client Relations, Reporting Support, Market Intelligence

• Assist in the development, management and execution of long-term IR programs for clients
• Work closely with client account leaders to provide daily logistical and strategic IR support to clients
• Draft and review Wall Street-related corporate communications materials (i.e., press releases, earnings and other conference call scripts, corporate presentations, Q&A sheets, websites and messaging documents)
• Conduct industry research and analysis, including peer monitoring and targeting analyses
• Manage the planning of investor conferences, Analyst/Investor Days and other industry events
• Leverage a network of colleagues, peers and other stakeholders to share information, break down functional and geographic barriers and achieve goals
• Develop client solutions while planning and prioritizing client activities to manage relationships effectively
• Support company-wide marketing materials and new business development initiatives
• Proactively identify issues that will impact clients, maintain news flow and earnings calendars

Skills: IR Program Management, Client Support, Communication Development, Industry Research, Event Planning, Stakeholder Collaboration, Relationship Management, Business Development

• Act as primary point of contact for all investment-related inquiries via a variety of channels, including email, phone and video
• Educate current and prospective clients about the investment options and how Titan can play a part in their broader portfolio
• Assist in day-to-day operations of client onboarding (video/phone calls) and Rollover Concierge (IRA/401K rollovers)
• Analyze metrics and drive operational excellence to achieve a high satisfaction score and work on improving the overall experience in partnership with other teams
• Plan and participate in investor conference calls and webinars in collaboration with the Research team
• Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives)
• Collaborate with other Titans (Client Experience, Research, Growth/Marketing, Product/Design) to ensure the team is focused on what matters most to the clients
• Escalate client issues and help develop best practices for efficient customer engagement

Skills: Client Communication, Investment Education, Onboarding Support, Operational Excellence, Event Coordination, Portfolio Analysis, Cross-Team Collaboration, Customer Engagement

• Source investor leads through online and offline channels to ensure a healthy pipeline
• Nurture existing client relationships to ensure the business grows and is retained
• Work closely with the compliance team to assist in smooth investor onboarding
• Constantly optimizing investor conversion strategies to achieve monthly targets and other metrics like calls, emails, etc
• Timely and effective use of the CRM to document and track all the leading indicators
• Development of marketing materials for fundraising, roadshows, AGMs and investor calls
• Carry out quarterly reporting and other ad-hoc bespoke reporting
• Answer potential and existing investor queries about a wide range of matters, from performance analytics, track record, team information, etc.
• Produce market research, competitor analysis and presentations for internal strategic meetings
• Support investor due diligence efforts throughout the fundraising period
• Play a key supporting role in all fundraising and investor relations efforts at the firm. 
• Support the organization of partner roadshows and investor outreach events
• Prepare and maintain investor marketing/communication materials and data room
• General market research and analysis to support fundraising activities
• Support all IR engagement activities, such as quarterly reporting and events

Skills: Lead Generation, Client Retention, Onboarding Coordination, Conversion Optimization, CRM Management, Marketing Material Development, Reporting Support, Fundraising Assistance

• Develop and maintain marketing and due diligence materials, maintain the online data room and draft RFP and DDQ responses
• Work with the investment and finance functions to collate relevant data, create content for investor updates, quarterly reports and letters, annual investor conferences and other investor events
• Work closely with the Head of IR on planning meetings and roadshows
• Ensure website and social media outlets are kept current and create relevant content
• Handle client requests for both recurring as well as one-off data requests associated with the funds
• Organize all investor-related fund documents and track prospective inflows and outflows
• Project manage current and future fundraising for existing and new products
• Plan, prepare, and deliver internal and external documentation and information for key events, including AGMs, Advisory Board meetings, etc.
• Respond to inbound investor queries promptly, often needing to coordinate with internal teams such as Investment, Finance and Operations and Legal
• Coordinating with subject matter expert groups across the firm to respond to client requests
• Prepare welcome packs for new investors/serve as a point of contact
• Complete RFPs, operational due diligence questionnaires, etc.
• Participate in client meetings, prepare agendas, coordinate with participants and customize materials.

Skills: Marketing Management, Data Coordination, Event Planning, Content Creation, Client Servicing, Fundraising Project Management, Document Organization, Cross-Functional Collaboration

• Assisting in the preparation of due diligence materials
• Coordinating road shows and logistics for investor meetings
• Serving as the day-to-day administrator of the firm’s Investor Relations CRM
• Logging, tracking, standardizing and responding to daily/quarterly/ad-hoc investor requests
• Collaborating with internal departments to expedite the timely processing of deliverables
• Producing presentations and marketing materials for investors
• Conducting fund/portfolio analysis for investors
• Managing relationships with existing LPs
• Creating RFPs and responding to DDQs
• Liaising with internal stakeholders (Investment, Legal, Finance)
• Prepare presentations for new vehicles and strategies across the Longfellow platform
• Complete new investor due diligence items and questionnaires
• Manage and support investors in the Friends and Family program
• Ad-hoc reports, presentations, and communications
• Assist the Marketing team in preparing overview presentations

Skills: Due Diligence Support, Event Coordination, CRM Administration, Investor Communication, Cross-Department Collaboration, Marketing Material Creation, Fund Analysis, Relationship Management

• Maintain online investor reporting portal
• Participate in the coordination/compilation of quarterly portfolio company valuations and related data
• Track fund performance and maintain cash flows
• Assist in updating/preparing investor and marketing materials
• Assist in all aspects of annual investor and advisory committee meetings
• Assist in addressing ad hoc inquiries and responding to investor requests
• Establish and maintain relationships with institutional clients/investors
• Providing broad-based, dynamic sales support across Institutional channels.
• Develop and maintain in-depth knowledge of financial markets, strategies and competitive landscape.
• Track activities and maintain contact information.
• Work collaboratively with the firm’s leadership team, investment professionals, and existing marketing team.
• Communicating and pitching to investors on why they should invest with their firm over others
• Organizing and drafting ongoing investor reporting
• Gather research on prospective investors and participate in business development efforts

Skills: Investor Reporting, Valuation Coordination, Performance Tracking, Material Preparation, Event Support, Client Relations, Sales Support, Business Development

• Experience in equity research, investment banking, investor relations, or management consulting.
• Experience working at a fast-growing technology company or in the financial services industry
• Professional experience (e.g., in investor relations, capital markets, or corporate FP&A), with interest in technology and innovation
• Deep understanding of financial modeling, valuation, investing, and investment management landscape, particularly within the financial services, fintech, and consumer tech sectors
• Understanding of current issues in IR and capital markets, including ESG
• Excellent communication, presentation, and interpersonal skills 
• Track record of successfully building and managing processes
• High attention to detail with an ability to multitask
• Ability to distill complex topics into a concise, consumable format
• Ability to build strong relationships internally and externally with numerous constituencies, including senior executives, analysts, and investors
• Passion for cryptocurrency, financial markets, and the mission
• Self-motivation and a strong team ethic, ability to work autonomously, and to build and utilize a broader cross-functional network

Qualifications: BA in Economics with 8 years of Experience

• Work experience in a private equity or professional services firm.
• Experience operating and maintaining a CRM.
• Experience with Adobe Suite (InDesign, Photoshop, and Illustrator)
• Knowledge of investment concepts and financial terms associated with private equity.
• Quickly gain knowledge of complex subject matter.
• Outstanding customer service presence with both internal and external clients.
• Strong project management skills, including the ability to manage competing priorities and meet strict deadlines.
• Excellent verbal and written communication skills.
• Ability to communicate well with others and deliver a clear message.
• Ability to multitask while maintaining exceptional attention to detail and a high level of organization.
• Highly proficient in PowerPoint and Excel.
• Self-motivated individual who is a team player.
• Comfortable working under tight deadlines.

Qualifications: BA in Business Administration with 6 years of Experience

• Client Service or Investor Relations experience in the Financial Services or Alternative Investments industry.
• Experience responding to DDQs, RFPs, RFIs, etc.
• Experience working on Due Diligence Questionnaires (DDQs)
• Cryptocurrency and blockchain knowledge
• Strong time-management and people skills, flexibility, and multitasking ability
• Advanced computer skills and experience with online platforms
• Proficient in computer skills, especially Microsoft Excel and Google Sheets.
• Exceptional time management, organizational, and multitasking abilities, and the ability to meet deadlines and work effectively under pressure.
• Strong verbal, written, and interpersonal communication skills.
• Willing to learn new topics and work in an evolving business environment.
• Quick learner, able to analyze and interpret data, and develop logical solutions.

Qualifications: BA in International Relations with 7 years of Experience

• Experience working with DealCloud 
• Experience developing internal systems
• Experience in investor relations or private client services
• Interest in gaining experience in the alternative asset management sector (private equity/private credit)
• Knowledge of investment concepts and financial terms associated with private equity
• Strong interpersonal, organizational, and communication skills
• Proficiency with Excel, PowerPoint, and Microsoft Word
• Strong project management skills, including the ability to manage competing priorities and meet strict deadlines
• Ability to communicate well with others and deliver a clear message
• Quickly gain knowledge of complex subject matter
• Ability to handle confidential information
• Self-motivated individual who is a team player
• Detail-oriented, strong written and oral communication skills, is a self-starter, and thrives in a quick-paced environment.

Qualifications: BA in Political Science with 3 years of Experience

• Previous experience in financial services
• Experience sourcing, interpreting, analyzing, and manipulating financial statements and related data of financial institutions to draw relevant competitor comparisons and conclusions
• Experience automating manual processes and streamlining day-to-day workflows
• Experience using Bloomberg, Tableau, and Workiva
• Prior experience with credit rating agencies and their methodologies
• Understanding of the rapidly evolving global ESG initiatives and emerging developments that impact large companies like BAC
• Familiarity with equity and/or debt capital markets
• Familiarity with ESG rating agencies and their methodologies
• Excellent written and verbal communication skills
• Strong skills with Excel, Word, and PowerPoint
• Organizational skills and the ability to juggle multiple tasks and responsibilities, including willingness and flexibility to work evenings and weekends
• Comfortable reaching out to more senior internal business partners to gather data to facilitate analyses and create presentation materials

Qualifications: BA in Communications with 8 years of Experience

• Experience in financial services, crypto/blockchain, private equity, or venture capital
• Prior investor relations, crypto research, equity research, and investment banking experience
• Extensive MS Excel, PowerPoint, and reporting experience
• Experience with CRM systems (Salesforce)
• Exceptional verbal and written communication skills
• Understanding of the critical nature of delivering best-in-class client service
• Ability to communicate and work effectively with different stakeholders across an organization
• Ability to self-manage priorities between recurring tasks and ad hoc requirements
• Ability to manage multiple projects simultaneously
• Ability to collaborate and communicate, know how to listen and work well with experts across disciplines
• Flexibility to interact with a diverse set of stakeholders globally

Qualifications: BA in History with 7 years of Experience

• Experience working with data entry and CRMs.
• Experience working with a private equity firm, hedge fund, or other related industry positions
• Advanced/Expert proficiency with Microsoft Office, particularly Excel, PowerPoint, and Word.
• Excellent verbal and written communication skills. 
• Excellent interpersonal, customer service, and negotiation skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Team player with excellent leadership skills and ability to interface with executive members and investors.
• Ability to take initiative and work under minimal supervision.
• Ability to work independently, prioritize duties, manage time efficiently, and multitask.
• Ability to function well in a high-paced and at times stressful environment.
• Ability to maintain sensitive and confidential information.

Qualifications: BA in English with 4 years of Experience

• Experience in Investment Banking
• Understanding of the financial services industry and relevant industry peers, topics, and developments
• Proficiency in Microsoft PowerPoint and Excel, as well as market data services (e.g., Capital IQ, SNL)
• Excellent written and verbal communication skills
• Strong analytical abilities, both quantitative and qualitative
• Strong project management skills, organized and thorough, with an acute attention to detail
• Ability to interact with different business functions and levels of seniority across the Firm and begin to form relationships
• Detail-oriented with a strong commitment to organization and accuracy
• Self-starter with strong project management skills
• Proficient writer with faultless English language skills
• Ability to manage multiple tasks/projects simultaneously while meeting deadlines
• Ability to perform research and analysis
• Ability to work independently with minimal supervision while participating in a team environment

Qualifications: BA in Sociology with 3 years of Experience

• Experience in the Financial Services industry, with prior experience in alternative funds
• Extensive working knowledge of Microsoft Office products, including Word, Excel (vlookups, etc.), and Outlook
• Experience supervising work and/or staff
• General knowledge and comfort level with financial concepts and financial markets
• Team player, professional, and proactive approach to work, positive attitude
• Strong communication skills, both oral and written
• Excellent interpersonal skills
• Strong organizational skills with a drive for impeccable quality
• Ability to work with a high level of precision in a fast-paced, deadline-driven environment
• Ability to collaborate and solve problems that involve multiple stakeholders
• Ability to work independently with strong follow-through

Qualifications: BA in Public Policy with 7 years of Experience

• Experience in the alternative investment servicing industry with experience in investor relations, regulatory practices, and operations.
• Experience managing individuals with the proven ability to work with and motivate teams.
• Experience coordinating multiple assignments simultaneously and completing assigned tasks accurately and on a timely basis.
• Extensive working knowledge of Microsoft Office products, including Word, Excel, Access, Visio, and Outlook 
• Strong technical knowledge of hedge funds from an operational perspective, as well as an understanding of the products, asset classes, and fund structures offered by asset managers
• Possesses and displays excellent written and verbal communication skills, including experience conducting formal presentations to potential fund clients
• Strong knowledge and understanding of Hedge Fund Accounting/Investor Relations systems
• Examples of effective decision-making skills when faced with multiple alternatives
• Proficiency in project management software, such as MS Project
• Knowledge of the technology used by IR
• Ability to be effective across a matrixed environment
• Ability to assist in implementing solutions and delivering against timeframes and budgets
• Must demonstrate a strong attention to detail with excellent organization skills.
• Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands
• Must be able to demonstrate knowledge of the regulatory framework in which the industry operates
• Ability to develop and maintain client relationships
• Ability to effectively interact and communicate with senior staff

Qualifications: BA in Marketing with 11 years of Experience

• Experience in investor relations, investment banking, management consulting, and equity research
• Familiarity with investor relations, alternative investments, private equity, capital markets and FinTech
• Strong verbal communication and writing skills with in-depth experience creating messaging, collateral, sales materials and other important documents
• Ability to understand industry/market trends and use them to improve the messaging and educate the current and future customers
• Problem solver with the ability to research solutions and suggest resolutions
• Analytical with proficiency in quantitative analysis
• Team player who can work well with teammates in global offices
• Ability to deal with a wide variety of work and multitasking
• Highly organized and thorough attention to detail, with the ability to effectively manage multiple priorities at one time and adapt to changing priorities
• Proven track record in creating processes and structures
• Self-starter who wants to lay the foundation by building processes and strategies to make a huge impact on the business.

Qualifications: BA in Media Studies with 8 years of Experience

• Work experience at an investment bank, venture capital firm, private equity firm, fundraising organization, or similar organization.
• Knowledge of venture capital/private equity industry fundamentals or the ability to very quickly learn
• Excellent written and grammar skills, along with strong verbal communication skills
• Exceptional planning ability and organization skills, with an ability to multitask
• Attention to detail with a high degree of accuracy
• Team player who is also self-motivated with the capability to work independently
• Ability to process and use industry data
• Analytical and data-driven, ability to analyze large data sets, pull lists, and spot trends to make business recommendations
• Keen eye for design in the generation of presentations and other marketing materials, while adhering to strict brand guidelines
• Tech savvy, with a high-level proficiency with CRM platforms as well as MS Word, Excel, PowerPoint, Outlook, One Note

Qualifications: BA in Philosophy, Politics, and Economics (PPE) with 3 years of Experience

• Financial analysis-related work experience, with buy/sell-side and/or investor relations experience
• Proficiency in Microsoft Office, including Excel for models and analyses, and PowerPoint for presentations
• Experience in real estate (particularly with real estate investment trusts)
• Knowledge of finance, accounting, and public-company reporting practices
• Understanding of valuation and modeling techniques used by investors and analysts
• Strong understanding of financial statements and key competitive financial performance metrics
• Strong verbal and written communication skills, including presentation development and public speaking
• Excellent organizational and outstanding analytical skills
• Ability to effectively collaborate with internal and external stakeholders at all levels
• Ability to work in a fast-paced, constantly changing environment while managing multiple priorities and shifting deadlines
• Ability to handle confidential information and material with the highest degree of professional responsibility

Qualifications: BA in Psychology with 7 years of Experience

• Experience in an Investor Relations or other client-facing investment management role
• Familiarity with investment management principles, asset allocation frameworks, and quantitative analysis
• Familiarity with Intercom, Zendesk, or other customer support platforms
• Demonstrated skill and ability to handle assorted client questions and issues related to investing (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
• Skilled at troubleshooting technical and investment portfolio/product issues and determining the right questions to ask
• Exceptional written and communication skills, along with an acute attention to detail
• Proficiency with basic financial modeling in Microsoft Excel
• Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
• Strong attention to detail and accuracy of information
• Ability to multitask, manage concurrent assignments, and meet tight deadlines in a fast-paced environment
• Great consolidation skills, analyze financial information from different sources, and compile reports or presentations (in PowerPoint)
• Team player, able to work in an international environment

Qualifications: BA in Liberal Arts with 8 years of Experience

• Experience in a related field or global equity compensation
• Direct experience with equity plan administration and finance/accounting functions in a public company
• Experience managing stakeholder escalations/inquiries from intake to closure with a high degree of accuracy, resolution, and customer service satisfaction
• Experience working in a post-IPO and rapid-growth environment
• Experience with sell-side analysis and research
• Equity plan vendor management experience, including system providers, brokers, transfer agents, and financial institution relationships
• Excellent verbal and written communication skills
• Excellent project management skills with a proven ability to design workable solutions, manage multiple initiatives simultaneously
• Proficiency with Microsoft (PowerPoint, Excel, Word) and similar online applications
• Demonstrated strong interpersonal skills with all internal and external customers
• Strong analytical skills, critical thinking skills, attention to detail, and a demand for accuracy
• Flexibility, sharp organizational and process-oriented skills, and a self-starting work ethic

Qualifications: BA in Journalism with 10 years of Experience

• Experience in investment banking, wealth management, commercial real estate, or capital market roles
• Experience engaging with new and current clients via phone
• Experience with, or understanding of, commercial real estate investments
• Experience with Salesforce or a similar CRM
• Broad-based knowledge and understanding of commercial real estate and/or finance
• Excellent written and oral communication skills
• Obsessive attention to detail, with a reliable, consistent approach to work
• Strong listening skills and ability to empathize
• Ability to address and alleviate client concerns
• Ability to take a process-oriented, data-driven approach to customer service and sales
• Ability to multitask and manage competing priorities
• Acumen with Excel and other Office products
• Self-starter who can thrive in a fast-paced, collaborative environment
• Team player, humble attitude with a strong willingness and desire to learn

Qualifications: BA in Anthropology with 6 years of Experience

• Investment Management Certificate (IMC) or EIS Diploma
• Experience in investment management, venture capital, consultative sales, corporate finance, investor relations, and angel syndicate.
• Familiar with early-stage investment activity, how it works, and who plays in the space.
• Knowledge of the equity crowdfunding market, Seedrs platform functionality, and investor UX.
• Knowledge of the investment due diligence process and what investors look for in early-stage private companies
• Knowledge of SEIS and EIS investor tax reliefs for investors and company eligibility
• Knowledge of financial promotion regulations
• Keen eye for detail, write compelling proposals, deal summaries, and presentations.
• Commercially minded, able to spot opportunities that will help drive growth as well as prioritize effectively to drive revenue and achieve targets.
• Confident speaking to C-level executives, founders, and investors
• Team player, able to collaborate with and support members of other teams to achieve the same goal.

Qualifications: BA in Foreign Affairs with 8 years of Experience

• Experience in asset management, sales and trading, investment banking, consulting, or any other relationship management or sales role in the Finance field
• Experience with Excel and PowerPoint, and any experience in CRM or Portfolio Management Systems
• Demonstrated persistent interest in the investment industry, capital markets, and a broad range of market themes and topics
• Honed understanding of drivers of investment performance and risk, primarily in equities and equity strategies
• Experience in Product Management, Investor Relations
• Exceptional writing/PowerPoint Skills for the creation of custom presentations
• Strong project management skills.
• Highly proficient in Excel, PowerPoint, and Word.
• Strong interpersonal skills to communicate effectively with both internal and external contacts.
• Must be detail-oriented and demonstrate a high level of professionalism.
• Must work well both independently and as a team member, and be able to manage time under tight deadlines.
• High energy level, willing and able to work hard.

Qualifications: BA in Public Relations with 6 years of Experience

• Prior experience in investment banking, consulting, or in an investor relations role at an alternative investment firm or placement agent
• Good knowledge and understanding of the PE industry
• Proficiency in Microsoft Office, with an aptitude to learn new software and systems
• Strong verbal, writing, and presentation skills.
• Excellent attention to detail, high level of maturity, and sound judgment.
• Skills in Salesforce database management
• Advanced PowerPoint and Excel skills.
• Ability to thrive in a fast-paced environment and meet competing deadlines.
• Ability to manage a substantial workload in a hybrid office environment.
• Possesses good judgment, honesty, and utmost integrity
• Comfort working with complex financial data and content.

Qualifications: BA in Organizational Leadership with 9 years of Experience

• Experience in investor relations, sell-side, or business development roles within the financial industry
• Experience (or interest and knowledge) in the financial/crypto asset industry
• Strong knowledge of investment terminology and understanding of financial reporting.
• Demonstrated comfort with presenting in front of both small and large groups
• Working knowledge of Microsoft Office, InDesign, and Photoshop, as well as strong editorial skills
• Confident, able to work autonomously and as part of a team, and remain calm under pressure
• Be able to multitask, work on multiple projects at the same time, have excellent time management, and prioritize while remaining deadline-focused
• Excellent communication skills, able to deal with people at all levels, good written communication, and confident telephone manner.
• Ability to show initiative and take a proactive approach to ensure quick and effective problem-solving
• Comfortable learning and using contact and event management and production systems such as Salesforce and PowerPoint.
• Independent, initiative, self-motivated, competent, and able to work under pressure

Qualifications: BA in Strategic Communications with 5 years of Experience

• Experience in investor relations, strategic communications, equity research, investment management, management consulting, or Big Four accounting firms
• Familiarity with current economic and political events, social impact, and news trends
• Proficient in Word, Excel, and PowerPoint
• Proactive, responsive, logical, and detail-oriented when handling client mandates and internal projects.
• Exceptional analytical and quantitative problem-solving skills.
• Strong communication, organizational, and project management skills
• Proficiency in written and oral English (business level) and Mandarin (native)
• Ability to work independently as well as part of a team
• Commitment to high-quality work product and attention to detail
• Highly motivated, self-starter who can work under pressure and flourish in a fast-paced, deadline-driven environment
• Comfortable in a financial environment, working with and talking about private equity fund/investment performance

Qualifications: BA in Humanities with 5 years of Experience

• Experience in real estate or investor relations for a financial services or alternative asset management fund
• Experience with Argus Enterprise and real estate accounting systems (Yardi)
• Direct experience in investor relations, executive administration, or sales positions
• Experience working in a client service position in an investment bank, hedge fund, Venture Capital, or private equity firm
• Superlative experience with Microsoft Office Suite
• Bilingual in English and Chinese with excellent interpersonal and written communication skills
• Good communication, interpersonal, and presentation skills
• Ability to handle multiple tasks with strong organizational skills
• Ability to work in a dynamic environment and adapt to changing priorities
• Ability to work autonomously and identify areas for continuous improvement
• Detail-oriented with an independent work ethic

Qualifications: BA in Art History with 7 years of Experience

• Experience with investment, allocation, and/or research in alternatives
• Experience working in Real Estate Investor Relations or Investment
• Work experience in financial services, supporting the sales process
• Strong understanding of Real Estate Cash Flow Models
• Advanced knowledge of financial markets and investments
• Knowledge of and relationships with institutional investors
• Advanced proficiency in Microsoft Excel/PowerPoint
• Ability to handle multiple responsibilities
• Strong writing and communication skills
• Ability to prioritize and adhere to deadlines
• Highly motivated and organized
• Positive attitude, team player, and strong work ethic
• Excellent time management skills and ability to multitask and prioritize work

Qualifications: BA in Gender Studies with 9 years of Experience

• Experience in asset management, finance, marketing, or related industries.
• Experience with offering circulars and investor subscription agreements
• Experience organizing and coordinating high-level meetings
• Experience in an investment advisory role with a registered investment advisor or otherwise
• Familiarity with customer relationship management (CRM) applications
• Highly numerate and detail-oriented, with advanced Excel and PowerPoint skills.
• Strong written and verbal communication skills, with professional proficiency in English.
• Ability to learn, take initiative, and independently manage projects.
• Be able to perform in a high-pressure environment, and be able to meet tight deadlines.
• Entrepreneurial, with a client-minded focus.
• Attention to detail and problem-solving skills
• Excellent organizational and project management capability

Qualifications: BA in Global Studies with 7 years of Experience

• Salesforce (or other CRM) experience
• Experience in a comparable support role in sales and marketing at an asset manager with private placement products
• Working knowledge of the financial markets and asset management, with some knowledge of private equity, growth equity and/or venture capital
• Working knowledge of Microsoft Office and Outlook, and Google Suite (Docs, Sheets, Slides)
• Working experience in private funds investor relations, project management, or investment banking
• High-level communication skills with the ability to interact with senior executives and investment managers/analysts
• Organized with strong attention to detail
• Ability to think analytically and critically to ensure high-quality and efficient output without sacrificing standards
• Self-starter who responds promptly to internal and external requests
• Ability to be persuasive and build relationships with a broad range of stakeholders
• Excellent prioritization and time management skills

Qualifications: BA in Criminology with 5 years of Experience