Job Summary: 

• Support the firm’s investor relations needs by preparing or updating marketing materials (e.g., decks, pitch books, monthly fact sheets, quarterly letters)
• Prepare responses for DDQs and other information requests, collaborating with other teams such as Legal, Finance and Data.
• Maintain and manage a CRM system of relationships and qualified leads, and generate, analyze and actionable summary reports on a routine basis.
• Work closely with others in the firm to understand and articulate its history, investment strategy and process, market positioning, and competitive advantages.
• Identify and implement optimizations to the capital formation process (tools, technology, general process, etc).
• Collaborate with team members, including General Partners, accelerator staff, and others, to provide insights of value to Limited Partners.
• Support execution of virtual and in-person events for Limited Partners, including general meetings, preview days and portfolio meetings.
• Prepare tailored communications and regular content for Limited Partners, such as monthly newsletters, coverage of portfolio companies, and investment partner views.

Skills on Resume: 

• Marketing Materials (Hard Skills)
• Investor Relations (Soft Skills)
• Data Analysis (Hard Skills)
• CRM Management (Hard Skills)
• Cross-Teamwork (Soft Skills)
• Process Optimization (Hard Skills)
• Event Coordination (Soft Skills)
• Content Creation (Hard Skills)

Job Summary: 

• Elaboration of presentations on new products with the management teams and regular updates of these presentations
• Draft of the 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
• Establishment and update of databases linked to the due diligence process
• Close collaboration with the onboarding and other Ardian teams in the organization of investor closing
• Preparation of fundraising reporting documents for Ardian's Executive Committee
• Write reports about ongoing fundraising
• Search for information on the private equity market
• 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)
• Database Maintenance (Hard Skills)
• Team Collaboration (Soft Skills)
• Report Preparation (Hard Skills)
• Market Research (Hard Skills)
• Regulation Analysis (Hard Skills)

Job Summary: 

• Supporting the clients with IR program development and execution
• Drafting and reviewing announcements, investor presentations, annual reports, sustainability reports and IR website text
• Handling investor and analyst inquiries, ensuring responses are timely, accurate and consistent with agreed key messages and disclosures
• Conducting peer reporting, benchmarking and monitoring the market to identify themes and developments relevant to the clients or their investor communications
• Developing ESG communications strategies and supporting clients with ESG reporting and engagement
• Gathering investor feedback and producing in-depth reports on market sentiment for clients
• Conducting ownership analysis and identifying potential investors for clients
• Working closely with transaction teams on IPOs and other capital markets transactions
• Take an active approach to business development and shaping the service offering
• Identifying and pursuing new business opportunities
• Preparing new business proposals and pitching

Skills on Resume: 

• IR Strategy (Hard Skills)
• Content Writing (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Market Benchmarking (Hard Skills)
• ESG Reporting (Hard Skills)
• Investor Analysis (Hard Skills)
• Business Development (Soft Skills)
• Pitch Preparation (Hard Skills)

Job Summary: 

• Prospecting for new investors
• Setting up calls and meetings with prospects
• Following up on investor communications
• Building lead generation content
• Maintaining CRM records
• Participating in investor meetings and calls
• Representing the firm at investor events
• Researching investor forums and networking opportunities
• Building relationships with other financial service firms

Skills on Resume: 

• Investor Prospecting (Hard Skills)
• Meeting Coordination (Soft Skills)
• Communication Follow-up (Soft Skills)
• Content Creation (Hard Skills)
• CRM Management (Hard Skills)
• Investor Engagement (Soft Skills)
• Event Representation (Soft Skills)
• Market Research (Hard Skills)

Job Summary: 

• Provide direct support for the head of the group and other team members
• Create, update and maintain detailed financial models for all clients
• Prepare morning research for clients and manage incoming requests from investors
• Create and prepare analysis packets for clients outlining financial results, stock price performance, investor feedback, changes to institutional shareholder base, etc.
• Develop client materials, including investor presentations, corporate press releases, letters to shareholders, investor fact sheets, Q&A documents and IR website content
• Track, report and analyze client competitor business trends and financial results
• Monitor published research and other sources to identify important industry trends
• Research and identify potential institutional investors for clients
• Develop and manage relationships with current analysts and institutional investors
• Create and respond to various ad-hoc information requests from clients
• Assist in the prospecting and due diligence of new energy/natural resources clients
• Attend industry events and conferences

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Client Research (Hard Skills)
• Data Analysis (Hard Skills)
• Presentation Development (Hard Skills)
• Competitor Tracking (Hard Skills)
• Industry Monitoring (Hard Skills)
• Investor Relations (Soft Skills)
• Prospecting Support (Soft Skills)

Job Summary: 

• Interact with a high volume of clients to process investments, update records, answer sophisticated inbound questions and spend time on the phone educating investors
• Follow up with prospects to address questions and assist with the decision to subscribe
• Work with new signups as well as existing investors
• Provide exceptional and timely customer service to investors, respond to investor inquiries and requests for information
• Maintain the approved Q&A document to respond to frequently asked questions from investors and supervise analysts or administrative support in responding to requests via email
• Oversee the online customer relationship management database to assist potential investors in completing the online subscription document process
• Oversee and assist with 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 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
• Prepare clear and concise reports, correspondence and other written materials

Skills on Resume: 

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

Job Summary: 

• Perform competitive analysis for publicly-held companies
• Create presentations and other communication materials for industry conferences
• Analyze client and peer fundamentals, shareholders, and investor ownership
• Assist in the development of content for quarterly financial results
• Research and target prospective investors and sell-side analysts
• Assist with new business development by researching prospective clients and industries
• Manage and organize logistics for investor conferences, non-deal road shows, earnings calls and investor meetings
• Assist senior management with all initiatives related to maintaining and finding new business

Skills on Resume: 

• Competitive Analysis (Hard Skills)
• Presentation Design (Hard Skills)
• Financial Analysis (Hard Skills)
• Content Development (Hard Skills)
• Investor Targeting (Hard Skills)
• Business Research (Hard Skills)
• Event Management (Soft Skills)
• Client Development (Soft Skills)

Job Summary: 

• Create materials for committed and prospective investors
• Understand key business metrics and performance data
• Respond to ad hoc requests and questions from investors
• Prepare Due Diligence questionnaires
• Perform analysis and generate reports based on specific investor requests
• Maintain and update the firm's CRM and track investor communication
• Collaborate across funds, including interface with legal and operations, to answer investor questions
• Writing, proofreading, and editing investor newsletters

Skills on Resume: 

• Investor Materials (Hard Skills)
• Data Analysis (Hard Skills)
• Investor Communication (Soft Skills)
• Due Diligence (Hard Skills)
• Report Generation (Hard Skills)
• CRM Management (Hard Skills)
• Cross Collaboration (Soft Skills)
• Content Editing (Hard Skills)

Job Summary: 

• Manage all aspects of the earnings reporting process, including all logistics (coordination, vendors, calendars, etc.), initial outline/drafting of press release, script, FAQs, updates to investor presentations, coordination of analyst and investor callbacks, and analyst consensus modeling/estimates tracking
• Run day-to-day activities of the program, including IR website, logistics related to earnings and investor events, CRM tracking, ownership/stock surveillance, estimates, vendor relationships, etc.
• Manage investor marketing calendar.
• Coordinate with sponsoring banks on 1x1 schedules and prepare briefing materials for senior executives
• Coordinate investor and analyst calls and meetings, vet inbound inquiries
• Perform valuation, benchmarking, competitive analysis, and market analysis
• Monitor and report on industry and peer company information and practices by tracking research reports, news, earnings calls and other relevant sources
• Develop and maintain investor target lists
• Work internally across finance, accounting, public relations and other areas to ensure coordination and consistent communication and disclosures
• Manage external vendor relationships, including IR agency, stock surveillance, website/conference call provider
• Execute on projects and annual events, including board meetings and analyst days

Skills on Resume: 

• Earnings Management (Hard Skills)
• Investor Relations (Soft Skills)
• CRM Tracking (Hard Skills)
• Event Coordination (Soft Skills)
• Financial Analysis (Hard Skills)
• Market Monitoring (Hard Skills)
• Cross Collaboration (Soft Skills)
• Vendor Management (Hard Skills)

Job Summary: 

• Assist with creating content for various communication channels, such as annual/interim reports, placed articles and posts on social media
• Be responsible for updating and developing content on the website and managing day-to-day relationships with the agency
• Assist in the preparation of materials for events such as roadshows/capital market days/conferences and regular meetings
• Project management of annual/interim reports
• Assist with the creation of IR/marketing reports for the board
• Monitor inbound investor or analyst queries and draft responses
• Maintain and develop the investor mapping tool
• Help with the investor targeting program

Skills on Resume: 

• Content Creation (Hard Skills)
• Website Management (Hard Skills)
• Event Preparation (Soft Skills)
• Project Management (Soft Skills)
• Report Generation (Hard Skills)
• Investor Communication (Soft Skills)
• Data Management (Hard Skills)
• Investor Targeting (Hard Skills)

Job Summary: 

• Own and achieve significant goals focused on the conversion of new registrants to first-time investors.
• Research and prepare responses to investor inquiries, scheduling meetings for the IR team.
• Respond to inbound inquiries from prospective and existing clients over email.
• Develop and maintain in-depth knowledge of the business and offerings, financial markets, investment strategies, and the competitive landscape.
• Ownership, coordination, and preparation of investor reports, presentations and communications.
• Use data to identify opportunities for the broader team to more effectively match and market offerings to investors' needs and demands.
• Work with other teams to ensure a great customer experience.
• Support operational tasks to complete deal syndication.

Skills on Resume: 

• Investor Conversion (Hard Skills)
• Client Communication (Soft Skills)
• Email Management (Hard Skills)
• Market Knowledge (Hard Skills)
• Report Preparation (Hard Skills)
• Data Analysis (Hard Skills)
• Team Collaboration (Soft Skills)
• Operational Support (Hard Skills)

Job Summary: 

• Maintain investor obligations calendar
• Prepare information reports for prospective and current investors
• Update investor dashboards to share information regularly
• Coordinate with data science and finance teams to manage information to be shared with investors
• Prepare presentations for prospective and current investors
• Participate in investor outreach conversations
• Maintaining investor and communication logs
• Help prepare board meeting presentations every quarter

Skills on Resume: 

• Calendar Management (Hard Skills)
• Report Preparation (Hard Skills)
• Dashboard Updating (Hard Skills)
• Cross Coordination (Soft Skills)
• Presentation Design (Hard Skills)
• Investor Outreach (Soft Skills)
• Record Maintenance (Hard Skills)
• Board Reporting (Hard Skills)

Job Summary: 

• Be responsible for enhancing the firm’s efforts around capital raising and investor experience
• Research and provide market color with respect to potential investment opportunities
• Create marketing materials and pitch books about the firm's investment opportunities across the credit/debt and direct lending
• Construct pitchbooks and preliminary models for prospecting clients and marketing potential trades
• Create Due Diligence presentations to outline potential investment opportunities
• Compile market research presentations for high-profile clients, with industry overviews of customers, competitors, and growth.
• Communicate daily market-moving headlines and supply/demand dynamics to institutional investors
• Implement and execute strategic initiatives across the firm
• Collaborate with the Investor Relations team in addressing client inquiries
• Brief the firm's institutional clientele and management team on any irregularities with respect to investment strategy and deal continuity
• Help prepare all materials for annual investor conferences and quarterly investor calls
• Provide various ad hoc data research and analysis.

Skills on Resume: 

• Capital Raising (Hard Skills)
• Market Research (Hard Skills)
• Pitchbook Creation (Hard Skills)
• Due Diligence (Hard Skills)
• Client Communication (Soft Skills)
• Strategic Execution (Soft Skills)
• Event Preparation (Soft Skills)
• Data Analysis (Hard Skills)

Job Summary: 

• Develop strategic investor relations plans, including conference participation, marketing efforts/trips, company events, etc.
• Prepare companies for quarterly earnings and other events by drafting call scripts, press releases, and assisting with related logistics
• Cover industry/sector news and manage information flow to companies
• Create analytical presentations and reports based on SEC filings and sell-side research
• Author and revamp company investor presentations
• Manage the company's interaction with Wall Street at investor conferences and other events
• Support private companies through the IPO process and banker selection
• Maintain various Excel models and databases/maintain/update databases and earnings models
• Assist with the creation and preparation of client reports, prepared every quarter, including peer group financial and operating results, comparable valuation, trading performance and changes to institutional shareholder base
• Assist the team in developing/maintaining/updating the IR strategy/timeline for clients’ investor engagement, including investor conferences, non-deal roadshows and other major events
• Develop and manage relationships with current analysts and institutional investors

Skills on Resume: 

• IR Strategy (Hard Skills)
• Earnings Preparation (Hard Skills)
• Information Management (Hard Skills)
• Financial Reporting (Hard Skills)
• Presentation Development (Hard Skills)
• Investor Relations (Soft Skills)
• IPO Support (Hard Skills)
• Data Management (Hard Skills)

Job Summary: 

• Assist with investor targeting and IR activities such as shareholder analysis, earnings-related events, roadshows, conferences, etc.
• Assist in providing timely research and analysis to management on the regulatory, industry, and market developments.
• Conduct ad-hoc research and analysis for management.
• Maintain Investor Relations databases, including a contact management system and research library
• Perform audience analysis and recommend optimized media solutions for clients
• Create compelling presentations using industry knowledge, market trends, and case studies to clearly communicate media value propositions to clients
• Prepare press release, presentation, and relevant written materials. 
• Communicate effectively with both external and internal clients to complete the project successfully
• Analyze campaign performance statistics and recommend optimized media solutions for clients
• Build up sustainable business relations with clients for future cooperation

Skills on Resume: 

• Investor Targeting (Hard Skills)
• Market Research (Hard Skills)
• Data Analysis (Hard Skills)
• Database Management (Hard Skills)
• Presentation Design (Hard Skills)
• Media Communication (Soft Skills)
• Performance Evaluation (Hard Skills)
• Client Relationship (Soft Skills)

Job Summary: 

• Provide direct support for Partners, Managing Directors, Senior Vice Presidents, and Vice Presidents of the group
• Create, update, and maintain detailed financial models for the clients
• Track and report on the clients’ competitor/peer business developments and financial results
• Prepare reports and analysis for clients outlining investor feedback, financial results, stock price performance, short interest, and changes to institutional shareholder base
• Assist with the creation and preparation of quarterly Board of Directors presentations
• 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
• Develop client marketing materials, including corporate press releases, letters to shareholders, investor fact sheets, and IR website content
• 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
• Distribute press releases and notify the respective exchange if public
• Assist in preparing pitch materials for prospective clients
• Various clerical and administrative responsibilities, including note-taking, scheduling calls, and mailing investor kits

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Competitor Analysis (Hard Skills)
• Report Preparation (Hard Skills)
• Investor Relations (Soft Skills)
• Event Coordination (Soft Skills)
• Marketing Materials (Hard Skills)
• Earnings Preparation (Hard Skills)
• Administrative Support (Soft Skills)

Job Summary: 

• Assist with engaging institutional and retail debt investors
• Assist with the execution of the investor engagement strategy
• Assist with in-house planning and execution of global debt investor meetings
• Assist with the maintenance of the internal investor database
• Assist with the execution of institutional and retail bond issuances, including reviewing legal documents and preparing marketing material
• Assist with the development and/or update of messaging and content for internal and external presentations and other stakeholder engagement material.
• Assist with market research on existing and future debt products (e.g., retail bonds, green/sustainability bonds, securitized bonds, etc.)
• Assist with the evaluation of the relevance of new debt products for the firm
• Assist with engagement of internal and external stakeholders about various debt products
• Assist with engagement with public and private sector stakeholders on the development of debt capital markets, including engaging in enhancing regulations/policies

Skills on Resume: 

• Investor Engagement (Soft Skills)
• Event Planning (Soft Skills)
• Database Management (Hard Skills)
• Bond Issuance (Hard Skills)
• Content Development (Hard Skills)
• Market Research (Hard Skills)
• Product Evaluation (Hard Skills)
• Stakeholder Communication (Soft Skills)

Job Summary: 

• Ensure data integrity in Development platforms and tools
• Support the implementation of Salesforce system enhancements, configurations, and data quality procedures
• Manage the creation and execution of systems and processes for payment reminders and processing to ensure the accuracy of all payment records in Salesforce
• Ensure timely gift processing and prompt acknowledgment of donations once secured, and reconciliation in Salesforce in partnership with the Finance team
• Serve as the key operational link between Development and Finance and Administration teams, ensuring accuracy of cross-team data for financial projects and reporting
• Design and implement resources and experiences that exemplify best practices in reporting and data management.
• Maintain accurate data in Salesforce and OneDrive
• Compile data for internal and external audiences, including the Development Committee and the Board of Directors
• Manage prospect research and leads research processes on individuals and institutions
• Research new and existing donors to identify motivations and barriers to contributing to the organization and potential levers to deepen their connection to and support of the work
• Create and curate donor lists for donor appeals and communications
• Support the team in planning and running inspiring donor events and other high-stakes donor engagements, including managing logistics and preparation and execution of follow-up activities
• Track Key Performance Indicators across the organization

Skills on Resume: 

• Data Management (Hard Skills)
• Salesforce Administration (Hard Skills)
• Payment Processing (Hard Skills)
• Financial Coordination (Soft Skills)
• Reporting Design (Hard Skills)
• Prospect Research (Hard Skills)
• Donor Engagement (Soft Skills)
• Event Coordination (Soft Skills)

Job Summary: 

• Assist the Investor Relations team in facilitating the accurate completion and final execution of Fund documents promptly and within Fund deadlines.
• Ensure that final documents for each investor are maintained within the Digital File System and/or by Fund Administrators.
• Fulfill internal and external fund document requests.
• Maintain records in internal and external systems.
• Complete audit request documentation and assist with the completion of Requests for Proposals and Due Diligence Questionnaires.
• Assist with the review and distribution of investor information regularly, including Investor Statements, capital distribution notices, financial statements, audited financial reports and tax documents according to established deadlines and contact lists.
• Conduct internal audits of systems and records.
• Clearly define roles and responsibilities for all investor-related activities.
• Review the reports, correspondence and other materials prepared by the Administrators.
• Ensure tasks are performed timely and accurately.

Skills on Resume: 

• Document Management (Hard Skills)
• Record Maintenance (Hard Skills)
• Audit Support (Hard Skills)
• Data Entry (Hard Skills)
• Investor Communication (Soft Skills)
• Information Distribution (Hard Skills)
• System Auditing (Hard Skills)
• Task Coordination (Soft Skills)

Job Summary: 

• Build a deep and long-lasting relationship with Family Offices and Institutional Investors such as Fund of Funds, DFIs, Sovereign Funds, Insurance Companies, Pension Funds, Endowment Funds, Foundations and Existing Investors.
• Reporting and information, which means the timely and accurate generation of reports and their communication.
• Reports such as quarterly reporting, flawless draw-down notices, follow-up, issue of a statement of accounts, IRR, Exit plan, accounting, taxation, etc.
• Comprehensive KYC compliance, timely disbursement of fees, carry and trail commissions, SEBI compliances, and Trustee compliances.
• Timely, accurate, and well-articulated response to queries of investors as per the organization's TAT.
• Mandate and meeting the stipulated timelines as per the related regulatory guidelines, or all such compliance, in spirit and letter, with all regulations that protect the rights of the investors.
• Audit of the drawdown notices and new investors onboarding is also a core part of the role.
• Be on top of the fund performances, PPM, Contribution agreements, and side letters, encompassing all commitments to the investors.
• Enhance the investors' delight, focusing on increasing the First Call Resolution.

Skills on Resume: 

• Investor Relations (Soft Skills)
• Report Preparation (Hard Skills)
• Financial Compliance (Hard Skills)
• KYC Management (Hard Skills)
• Regulatory Adherence (Hard Skills)
• Audit Coordination (Hard Skills)
• Performance Monitoring (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Respond to client inquiries promptly, utilizing oral and written communications
• Collaborate on workflow and processes associated with client requests, deliverables, and presentations
• Support function of coordinating and distributing client communications about investment summaries, fund performance, as well as other general mailings
• Work with departments throughout Gen II to prepare audit confirmations and monthly recurring deliverables
• Prepare capital call and distribution letters to partners/investors
• Facilitate financial reporting to partners/investors
• Prepare impromptu requests from clients and partners/and investors
• Maintain and update partner/investor data
• Operate in a deadline-driven, high-volume, and constantly changing environment

Skills on Resume: 

• Client Communication (Soft Skills)
• Process Coordination (Soft Skills)
• Report Distribution (Hard Skills)
• Audit Support (Hard Skills)
• Document Preparation (Hard Skills)
• Financial Reporting (Hard Skills)
• Data Management (Hard Skills)
• Time Management (Soft Skills)

Job Summary: 

• Ensure the execution of key investor relations events and initiatives.
• Assist with the preparation of investor presentations and other internal presentations, reaching out to internal teams for information.
• Coordinate investor interactions/events, including investment bank conferences, roadshows, investor day, annual shareholder meeting, and quarterly earnings calls.
• Coordinate and calendar investor relations activities working across the Butterfly cross-functional team, including executive administrators, legal, finance, marketing and communications.
• Maintain investor relations, marketing and earnings calendars.
• Manage shareholder targeting process and analysis, including maintaining and updating an investor contact database, developing contact reporting tools working with vendors.
• Day-to-day management of the investor relations website, working with the VP of Investor Relations, internal teams and an external firm.
• Manage vendors, invoice processing and budgets.
• Perform a broad variety of tasks in support of the role and responsibilities.

Skills on Resume: 

• Project Management (Soft Skills)
• Presentation Preparation (Hard Skills)
• Event Coordination (Soft Skills)
• Cross Collaboration (Soft Skills)
• Calendar Management (Hard Skills)
• Investor Analysis (Hard Skills)
• Website Management (Hard Skills)
• Vendor Management (Hard Skills)

Job Summary: 

• Edit or draft frameworks of financial press releases and other related documentation
• Create and maintain spreadsheets for tracking analyst consensus information for client companies
• Manage quarterly earnings call logistics and assist in preparation.
• Organize and prepare briefings for investor meetings
• Update company presentations
• Coordinate other IR-related meetings and conferences
• Monitor and effectively summarize daily research for client companies, peer group and industries
• Develop relationships with other analysts, associates and colleagues across the firm as well as within the investment community.

Skills on Resume: 

• Press Release (Hard Skills)
• Data Tracking (Hard Skills)
• Earnings Coordination (Hard Skills)
• Meeting Preparation (Soft Skills)
• Presentation Updating (Hard Skills)
• Event Coordination (Soft Skills)
• Market Monitoring (Hard Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Independent relationship management with the client map of VC and strategic investors
• Help prepare the investor updates and reports and collaborate with the Finance and executive team to develop content and messaging
• Develop and maintain a robust understanding of business drivers and metrics
• Identify/track key themes and topics for investor discussion to inform the team and executives on emerging trends
• Build models and leverage data analysis to understand complex relationships, identify key trends, and gain insight into the revenue/expense line items, drivers and scalability
• Conduct competitive and strategic analysis, its peers and the industry, as well as buy/sell-side trends, to help keep management aware of the markets and investor views 
• Communicate with investors and research analysts to drive understanding of business strategy, results, expectations and business developments
• Be an internal resource across the organization to help facilitate consistent external messaging

Skills on Resume: 

• Client Management (Soft Skills)
• Report Preparation (Hard Skills)
• Business Analysis (Hard Skills)
• Trend Monitoring (Hard Skills)
• Data Modeling (Hard Skills)
• Competitive Analysis (Hard Skills)
• Investor Communication (Soft Skills)
• Message Alignment (Soft Skills)

Job Summary: 

• Assist with the preparation and updating of all 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
• 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 Preparation (Hard Skills)
• Team Collaboration (Soft Skills)
• Data Reporting (Hard Skills)
• Content Creation (Hard Skills)
• Investor Communication (Soft Skills)
• Product Knowledge (Hard Skills)
• Meeting Support (Soft Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Provide direct support to senior team members on the Asia team
• Develop and manage strong relationships with clients’ senior management teams
• Track, compile, and analyze the clients’ competitor/peer business developments, market valuation, and financial results
• Prepare reports and analysis for the client, outlining investor feedback, financial results, stock price performance, and changes to the institutional shareholder base
• Assist with the creation and preparation of key messages and supporting investor presentation materials for senior management
• Interact with senior company executives to prepare for quarterly earnings calls, including drafting earnings releases, management Q&A preparation, and investor feedback
• Develop and manage relationships with current key analysts and institutional investors
• Develop and manage a timeline for investor conferences, non-deal roadshows, and other major events
• Develop client marketing materials, including corporate press releases, letters to shareholders, investor fact sheets, and IR website content

Skills on Resume: 

• Client Relations (Soft Skills)
• Market Analysis (Hard Skills)
• Financial Reporting (Hard Skills)
• Presentation Development (Hard Skills)
• Earnings Preparation (Hard Skills)
• Investor Relations (Soft Skills)
• Event Coordination (Soft Skills)
• Marketing Materials (Hard Skills)

Job Summary: 

• Customize investor-specific materials to respond to unique requests, including completion of due diligence questionnaires (DDQs) and annual/quarterly data requests
• Scan the broader private equity and impact marketplace for potential investors and synthesize relevant information to understand potential investor interest, suitability, and identify contacts for engagement
• Coordinating fundraising roadshows across multiple geographies and preparing the leadership team for investor meetings, including systematic tracking of engagement, meeting notes, and follow-up actions
• Contributing to the preparation of fundraising and development and maintenance of fundraising materials and data room
• Organizing due diligence events, including management of logistics, communicating with investors, coordinating and briefing the team, and developing materials
• Maintain systematic and best-in-class engagement with investors, including overall data entry and management of the CRM system and production of regular dashboard outputs for IR and/or Leadership team
• Maintain the LP portal to ensure regular and systematic reporting with LP contacts
• Support preparation and execution of regular LP Advisory Committee and Innovation Committee meetings, including scheduling, defining topic/agenda, preparing presentation and briefing material, briefing speakers, and minuting.

Skills on Resume: 

• Material Customization (Hard Skills)
• Investor Research (Hard Skills)
• Roadshow Coordination (Soft Skills)
• Fundraising Preparation (Hard Skills)
• Event Management (Soft Skills)
• CRM Management (Hard Skills)
• Portal Maintenance (Hard Skills)
• Meeting Support (Soft Skills)

Job Summary: 

• Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
• Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
• Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients
• Writing cover letters, Crafting and sending alerts internally 
• Working with teams both internally and externally to send these documents to clients, both via hard copy mail and e-delivery
• Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
• Preparing and reviewing client communications with a focus on client lens and technical accuracy.
• Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)
• Developing a deep understanding of the client and advisor needs and sensitivities.
• Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
• Collaborate with the Structuring team to update marketing materials like Flipbooks and Executive summaries
• Helping implement the digital, tech, and Artificial Intelligence transformation agenda as new processes and systems are put in place.

Skills on Resume: 

• Sales Support (Soft Skills)
• Client Communication (Soft Skills)
• Content Messaging (Hard Skills)
• Document Management (Hard Skills)
• Cross Collaboration (Soft Skills)
• Inbox Management (Hard Skills)
• Event Coordination (Soft Skills)
• Digital Integration (Hard Skills)

Job Summary: 

• Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
• Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
• Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients
• Writing cover letters, Crafting and sending alerts internally 
• Working with teams both internally and externally to send these documents to clients, both via hard copy mail and e-delivery
• Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
• Preparing and reviewing client communications with a focus on client lens and technical accuracy.
• Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)
• Developing a deep understanding of the client and advisor needs and sensitivities.
• Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
• Collaborate with the Structuring team to update marketing materials like Flipbooks and Executive summaries
• Helping implement the digital, tech, and Artificial Intelligence transformation agenda as new processes and systems are put in place.

Skills on Resume: 

• Sales Education (Soft Skills)
• Client Communication (Soft Skills)
• Content Messaging (Hard Skills)
• Document Distribution (Hard Skills)
• Cross Collaboration (Soft Skills)
• Inbox Management (Hard Skills)
• Event Coordination (Soft Skills)
• Digital Transformation (Hard Skills)

Job Summary: 

• Own the monthly, quarterly, and annual deliverable cycle for a diverse set of investors
• Ensure all investor payments and reports are received by investors as promised, as well as manage the capital call and redemption process
• Produce quarterly and annual investor reports in collaboration with senior leadership across (Investments, Impact, Legal, Risk, and Operations) to ensure investors receive accurate and timely information on the financial and impact performance of investment funds
• Respond to routine requests from investors and elevate sensitive issues to the Director of Impact Investor Relations
• Engage directly with investor requests to ensure that inquiries and needs are handled promptly
• Manage investor database and other IR systems
• Gain and grow an in-depth knowledge of the investor base
• Maintain and enhance IR CRM (Salesforce)
• In collaboration with Finance/Operations, work closely with the third-party Fund Administrator on IR issues
• Liaise with the Communications team to support public relations outreach and thought leadership

Skills on Resume: 

• Deliverable Management (Hard Skills)
• Payment Processing (Hard Skills)
• Report Production (Hard Skills)
• Issue Escalation (Soft Skills)
• Investor Engagement (Soft Skills)
• CRM Management (Hard Skills)
• Investor Knowledge (Soft Skills)
• Cross Collaboration (Soft Skills)

Job Summary: 

• Serve as a contact for a portfolio of clients and their investors
• Answer all phone calls and emails about those relationships and demonstrate the ability to resolve queries timely and accurate
• Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider organization
• Review and drive the transactional workflow, including maker/checker activities for investor transactions and resolve any outstanding documentation, including KYC/AML documents
• Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes
• Partner within the IR department and across the broader AIS teams to ensure the completion of all end-to-end processes in line with risk management policies
• Support and execute systems implementations/data migrations
• Contribute to the re-engineering of its operating model
• Look to modify/iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk
• Assist in driving the adoption of the follow-the-sun service model
• Support the identification of risk areas and the closure of remediation plans
• Coach and support the development of junior staff
• Contribute to the production of MIS/KPIs for the department
• Work closely with colleagues in the global teams and on a cross-functional basis
• Drive excellence in the documentation of processes and procedures
• Work closely with other teams/departments to ensure the timely and effective delivery of services and to meet business objectives.

Skills on Resume: 

• Client Management (Soft Skills)
• Query Resolution (Soft Skills)
• Relationship Building (Soft Skills)
• Compliance Review (Hard Skills)
• Process Improvement (Hard Skills)
• System Implementation (Hard Skills)
• Risk Management (Hard Skills)
• Team Leadership (Soft Skills)

Job Summary: 

• Ensuring all investor queries and requests are received from authorized individuals
• Responding to investor/client queries promptly
• Requests for investor statements
• Request/updates for transaction activities,
• Fund-related performance requests
• Facilitating the completion of investor audit requests
• Processing of subscription, redemption, and transfers, working with internal/external groups to resolve any discrepancies
• Coordinate the collection of fully executed documents with investors
• Collect and review all appropriate Tax/FATCA documentation from investors
• Collect and review all appropriate AML/KYC documentation from investors

Skills on Resume: 

• Investor Communication (Soft Skills)
• Query Management (Soft Skills)
• Statement Processing (Hard Skills)
• Transaction Coordination (Hard Skills)
• Audit Support (Hard Skills)
• Document Collection (Hard Skills)
• Tax Compliance (Hard Skills)
• KYC Verification (Hard Skills)

Job Summary: 

• Support senior members of the team in messaging and creation of client collateral related to the Private Equity Group's platform and products
• Prepare client materials, including portfolio reviews, performance analytics and benchmarking, and data requests
• Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad hoc requests
• Assist in creating and updating all marketing collateral, such as client and prospect pitchbooks, educational pieces, annual meeting materials, etc.
• Enhance client experience by creating external touch points such as white papers, webcasts, electronic newsletters/updates
• Create and update analytical models to support client and prospect needs, including commitment modeling and cash flow projections
• Liaise with information management colleagues, client service managers and technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
• Reviewing first drafts of materials from analysts
• Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests
• Ensure answers to clients are accurate, consistent, and appropriate
• Coordination and logistics of client events, onsite meetings, webinar events, and investor conferences
• Monitor industry databases and publications for relevant environment, competitive and marketing information

Skills on Resume: 

• Client Collateral (Hard Skills)
• Report Preparation (Hard Skills)
• RFP Management (Hard Skills)
• Marketing Material (Hard Skills)
• Client Communication (Soft Skills)
• Data Analysis (Hard Skills)
• Process Automation (Hard Skills)
• Event Coordination (Soft Skills)

Job Summary: 

• Prepare and maintain accurate consensus models, valuation analysis, stock market trading summaries, and other quantitative materials
• Monitor and report on industry and peer company information and practices by tracking research reports, news, earnings calls and other relevant resources
• Track and summarize institutional ownership trends, and influence the corporate access strategy using data-driven insights
• Coordinate cross-functional workflows across finance, accounting, data, legal, communications, and other product groups across Coinbase, to gather information in preparation for quarterly earnings and other ad hoc projects
• Partner with internal stakeholders and senior executives to develop financial presentations, Q&A documents, and other relevant materials
• Drive and effectively manage ad hoc projects and investigations
• Collaborate with other functional areas to drive processes forward and increase efficiency
• Work closely with key stakeholders to build the infrastructure to support the company’s current and future business reporting requirements

Skills on Resume: 

• Financial Modeling (Hard Skills)
• Market Monitoring (Hard Skills)
• Data Analysis (Hard Skills)
• Cross Collaboration (Soft Skills)
• Presentation Development (Hard Skills)
• Project Management (Soft Skills)
• Process Optimization (Hard Skills)
• Business Reporting (Hard Skills)

Job Summary: 

• Conduct due diligence on prospective investors and coordinate investor calls/meetings
• Maintain and update the firm’s CRM system, including updating investor profiles, meeting minutes, and ongoing correspondence logs
• Be the go-to resource for the team in circulating market data, client-impacting media articles, institutional investor profiles, investor conference schedules, and other relevant industry intel
• Manage and update email distribution lists and utilize Mailchimp to create and send quarterly performance updates and other firm notices
• Assist with month-end fund accounting
• Maintain and update the firm’s website and social media accounts
• Maintain internal performance spreadsheets and update hedge fund databases
• Perform administrative duties that support partners in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of meetings, file and calendar maintenance, and supply ordering
• Liaise with external partners, including the fund administrator, compliance, legal, custodians, vendors, etc. 

Skills on Resume: 

• Due Diligence (Hard Skills)
• CRM Management (Hard Skills)
• Market Research (Hard Skills)
• Email Marketing (Hard Skills)
• Fund Accounting (Hard Skills)
• Website Management (Hard Skills)
• Administrative Support (Soft Skills)
• Partner Coordination (Soft Skills)

Job Summary: 

• Assist in the preparation of investor materials, prepare customized materials for investor meetings as well as quarterly and year-end investor reports
• Assist in creating materials for various special events, such firm’s annual meeting and investor meetings at portfolio company offices
• Maintain performance database, track and record valuation, capital call and capital distribution information to report return performance to investors
• Prepare responses to investor requests for review, compile and create quantitative and qualitative information in response to requests, including detailed due diligence surveys
• Assist in fundraising processes, involved in aspects of raising for a future private equity fund, separately managed accounts, a second private credit fund, and various direct portfolio company investments
• Develop internal and external communications
• Coordinate amongst accounting, legal, compliance, and investment departments, serve as liaison with these groups on any or all investor-related matters
• Assist with new signups as well as existing investors to provide excellent customer service
• Interact with a high volume of clients to answer questions about the investments

Skills on Resume: 

• Material Preparation (Hard Skills)
• Event Coordination (Soft Skills)
• Performance Tracking (Hard Skills)
• Due Diligence (Hard Skills)
• Fundraising Support (Hard Skills)
• Communication Development (Soft Skills)
• Cross Collaboration (Soft Skills)
• Client Service (Soft Skills)

Job Summary: 

• Be responsible for investor presentation and preparation of annual report/interim report/listing documents, etc.
• Prepare and regularly update investor presentations in alignment with the company's development and business for investors and analysts
• Assist in answering investor inquiries and company website maintenance
• Conduct research and analyze financial market information
• Review compliance/risk monitoring/internal control areas to ensure that the company complies with the statutory rules and regulations, as well as compliance with the company's policies and internal control procedures
• Review corporate/legal/compliance documentation and liaise with solicitors, regulatory authorities, and other relevant parties, and report findings/investigations and make appropriate recommendations
• Participate in investor relations ad-hoc projects
• Assist clients with administrative questions and issues
• Organize and plan online and in-person investor events

Skills on Resume: 

• Presentation Preparation (Hard Skills)
• Investor Communication (Soft Skills)
• Market Research (Hard Skills)
• Compliance Review (Hard Skills)
• Legal Liaison (Soft Skills)
• Project Participation (Soft Skills)
• Administrative Support (Soft Skills)
• Event Management (Soft Skills)

Job Summary: 

• Be responsible for building and maintaining relationships with institutional investors and research analysts
• Prepare quarterly earnings and board meeting materials
• Own the investor presentation and related materials
• Manage the company’s IR calendar, including investor conference attendance, non-deal roadshows, and other meetings
• Manage the investor pipeline and meeting requests
• Maintain a consensus model and build analyst coverage
• Assist with and execute other IR or related finance projects as they arise.
• Assist with fund analysis and reporting to investors
• Assist with the preparation of marketing collateral, advertisements

Skills on Resume: 

• Investor Relations (Soft Skills)
• Earnings Preparation (Hard Skills)
• Presentation Management (Hard Skills)
• Calendar Coordination (Hard Skills)
• Pipeline Management (Hard Skills)
• Analyst Engagement (Soft Skills)
• Financial Reporting (Hard Skills)
• Marketing Support (Hard Skills)

Job Summary: 

• Provide ongoing support to clients, answering a wide variety of questions in a timely and accurate manner, to ensure overall client satisfaction.
• Support financial advisors and high-net-worth individual clients by assisting them through the subscription process and managing the onboarding process from beginning to end, with a strong dedication to successful client outcomes.
• Support the portfolio managers by responding accurately and promptly to questions around incoming investors and confirming client cash has been received on trade days.
• Provide internal onboarding support to the sales team, for example, by joining a call or a meeting with an RIA to walk through the onboarding process and answer any questions from the clients.
• Collaborate with the engineers and technology team to optimize the user experience through enhancements to the company’s proprietary onboarding and investor portal platforms.
• Research, write, and edit responses to DDQs, RFPs, and RFIs.
• Work with the team in preparing accurate and complete investor reports for Talino Venture Labs and its portfolio companies
• Assist in the preparation of investor pitches and pitch-related collateral
• Assist in the execution of investor-related events such as roadshows, open houses, meetings, and webinars, whether in-person, hybrid, or virtual
• Assist in the proper maintenance of investor relations information
• Assist with end-to-end capital raising for GCP's funds, including fund design, preparation of materials and due diligence documents, closing of capital commitments, and negotiating legal terms, e.g., side letters, fund terms, etc.
• Facilitate, prepare for, and participate in fundraising meetings.
• Assist with investor reporting and investor requests.
• Help drive new business development initiatives and strategy, as well as other special projects at a rapidly growing company.
• Work collaboratively with various internal and external parties, such as placement agents, senior leadership, and legal counsel.

Skills on Resume: 

• Client Support (Soft Skills)
• Onboarding Management (Hard Skills)
• Cash Coordination (Hard Skills)
• Team Collaboration (Soft Skills)
• Platform Optimization (Hard Skills)
• Due Diligence (Hard Skills)
• Report Preparation (Hard Skills)
• Event Execution (Soft Skills)

Job Summary: 

• Ensure all client data and interactions are appropriately captured and maintained in CRM and drive the management reporting function
• Work closely with the Head of IR and support all firm-wide business development efforts
• Oversee and ensure all necessary client documents are executed, managed and maintained
• Serve as liaison between investors, the funds’ administrator and internal parties (legal, compliance, operations, accounting) to expedite timely processing of subscription, redemption, transfer and related investment documentation
• Keep all marketing collateral up to date to reflect current info, provide timely insights into client activity/news
• Developing an understanding of Jane Street’s financials and risk management to properly articulate the business to stakeholders
• Setting up a long-term plan to improve standing with rating agencies
• Analyzing financials and risk measures
• Developing a long-term strategy to engage with stakeholders associated with the debt, including maintaining relationships with lenders to help communicate the firm’s business
• Ascertaining hurdles for upsizing or concerns lenders may have
• Use social media and other platforms to position an expert in passive investing and multifamily real estate.
• Cultivating investor relationships and demonstrating expertise/authority locally via meetups, social media influencing, networking events, investor dinners, and conferences.
• Speak on webinars, podcasts, and other relevant platforms.
• Coordinate with subject matter expert groups across the firm (including portfolio management, product management, compliance, legal, risk, finance, middle office operations, and human resources) to respond to ad-hoc and recurring client requests
• Complete requests for proposals (RFP), requests for information, operational due diligence questionnaires, and ad hoc requests on portfolio analytics from prospective and existing investors

Skills on Resume: 

• CRM Management (Hard Skills)
• Business Development (Soft Skills)
• Document Oversight (Hard Skills)
• Investor Liaison (Soft Skills)
• Marketing Maintenance (Hard Skills)
• Financial Analysis (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Public Representation (Soft Skills)

Job Summary: 

• Review and synthesize sell-side analyst research on the Firm and peers
• Aggregate and distill sell-side analyst models to support analyses
• Provide updates to the Firm management on shareholder activity
• Prepare quarterly earnings documents and analyses for the Investor Relations group and Firm management
• Assist in the development and production of investor presentations and accompanying talking points given by the Firm's senior management
• Construct reports on stock price performance and valuation for the Firm and peers
• Report directly to the Relationship Manager for Insurance clients, supporting the active search for new opportunities in the market, as well as the day-to-day management of existing relationships. 
• Work independently in producing relevant materials to cater to client needs and map the market for new opportunities. 
• Lead closing/transfer processes for new and existing investors, whilst establishing and maintaining relationships with teams across the firm and external providers. 
• Maintain and analyze client needs and ensure compliance is being met, and be able to deliver innovative, suitable ideas based on industry knowledge.
• Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary
• Liaise with the fund administrator and the internal accounting team to ensure accuracy, correct processing, and booking of investor trades
• Address investor requests in real time, often interfacing with internal groups to obtain relevant information
• Update and maintain marketing and due diligence materials
• Manage and maintain the CRM system and investor portal
• Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses

Skills on Resume: 

• Research Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Shareholder Reporting (Hard Skills)
• Earnings Preparation (Hard Skills)
• Presentation Development (Hard Skills)
• Client Management (Soft Skills)
• Compliance Monitoring (Hard Skills)
• CRM Maintenance (Hard Skills)

Job Summary: 

• Manage the team's institutional relationships (endowments, foundations, insurance companies, etc.)
• Prepare and complete RFP/RFIs for both institutional and intermediary distribution channels
• Conduct competitor and market research
• Maintain complete ownership of processes, ensure accuracy of responses and that all deadlines are met
• Respond to DDQs and ad-hoc information requests
• Establish and manage workflows to meet all internal and external deadlines
• Creation and maintenance of a pipeline of potential limited partners (investors), based on proactive research via multiple sources and databases
• Drafting of investor and internal documents, Research activities in dialogue with the IR Director and Manager
• Support in the organization of value-added activities, such as events, online webinars and roadshows
• Set up and maintenance of a refined information archive, leveraging the CRM, but also proposing data gathering and analytical tools
• Day-to-day account management activities implemented with internal account management, investment and operations teams
• 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

Skills on Resume: 

• Relationship Management (Soft Skills)
• RFP Management (Hard Skills)
• Market Research (Hard Skills)
• Process Coordination (Hard Skills)
• Due Diligence (Hard Skills)
• Event Organization (Soft Skills)
• CRM Management (Hard Skills)
• Investor Communication (Soft Skills)

Job Summary: 

• Provide on-going reports and information to management and the board regarding investor feedback, perceptions and opinions, stock price movements, and ownership analysis.
• Collaborate with finance, communications, and legal teams to craft the Company’s messaging for the financial community
• Drafting press releases, earnings call scripts, shareholder letters, investor presentations, etc.
• Supporting the quarterly earnings results process.
• Work alongside the finance and operations teams to develop a clearer understanding of business drivers and key metrics.
• Analyze Marathon, peers, and the industry, as well as buy/sell-side trends, to keep the management team apprised of the current and changing position in the market.
• Develop marketing materials for fundraising, roadshows, AGMs and ad hoc investor communications
• Produce market research, competitor analysis and presentations for internal strategic meetings
• Support investor due diligence efforts throughout the fundraising period, as well as supporting quarterly reporting
• Draft PPMs, case studies, DDQs and other material for new funds
• Prepare material for investor events such as annual investor meetings, advisory board meetings and other investor events
• Lead on investor due diligence efforts throughout the fundraising period, as well as supporting quarterly reporting
• Play a key part in product development and corporate strategy development in preparation for launching new funds
• Develop and review marketing materials for fundraising, roadshows, AGMs and ad hoc investor communications

Skills on Resume: 

• Investor Reporting (Hard Skills)
• Message Development (Soft Skills)
• Content Creation (Hard Skills)
• Earnings Support (Hard Skills)
• Business Analysis (Hard Skills)
• Market Research (Hard Skills)
• Fundraising Materials (Hard Skills)
• Event Preparation (Soft Skills)

Job Summary: 

• Support the organization of investor fundraisers and outreach events
• Prepare and maintain investor communication materials, including data rooms, quarterly reports, pitch decks, due diligence questionnaires, etc
• Knowledge of the investment landscape, with the ability to produce market research and analysis to support investor relations and fundraising activities
• Plan and support the organization of AGMs, including the preparation of presentations
• Facilitate and coordinate investor relations events, including maintaining the corporate calendar and investor engagements
• Relationship management of existing investors, ensuring timely responses to all investor queries
• Support Republic social channels (Instagram, Twitter, and Discord).
• Own the process and playbook for customer support via digital outreach.
• Help build the playbook for nurturing high-net-worth (HNW) and VIP relationships at scale, including handling email, phone, and other communications.
• Support the development of the VIP program and gifting to top investors.
• Assist in creating educational collateral that clearly communicates the Republic’s value proposition, the securities exemptions utilized, and the different investment verticals.
• Developing investor communications for investment updates or key aspects of the investor journey.
• Manage a portfolio of clients and deliver strategic counsel and advice, buy and sell side outreach and IR programs
• Support Road Shows and maintain relationships with investors, analysts, bankers and advisors.
• Produce reports on completed and planned activity
• Assist with onboarding, creating fact sheets, and implementing campaigns

Skills on Resume: 

• Event Coordination (Soft Skills)
• Material Preparation (Hard Skills)
• Market Research (Hard Skills)
• Presentation Planning (Hard Skills)
• Investor Relations (Soft Skills)
• Social Media (Hard Skills)
• Client Communication (Soft Skills)
• Program Development (Hard Skills)

Job Summary: 

• Work directly with the Head of IR and wider global team, managing all project management aspects of the IR function, as well as participating in strategic initiatives
• Coordinate with various internal teams (legal/investment/finance) for the purpose of collating and distributing investor materials and relevant responses to inbound queries.
• Draft and support the preparation and coordination of documentation for investor meetings, AGMs, and other ad-hoc events
• Engage with investors at multiple touchpoints, answering queries
• Monitoring competitor earnings releases, investor presentations, and public commentary for analysis, and liaising with appropriate investment team members to ensure high-quality responses are provided promptly
• Function as the point of contact for Client Advisors and investors for AI fund-related inquiries
• Fulfill requests and complete documentation related to AI funds marketing, fundraising, subscriptions, capital calls, transfers, distributions, and fund redemptions
• Support function of coordinating and distributing client communications about investment summaries, fund performance, and marketing materials, as well as other general mailings
• Liaise with team members and internal departments on day-to-day business
• Assist financial advisors and high-net-worth investors with the onboarding process, including website registration and the submission of investor subscription and AML documents.
• 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

Skills on Resume: 

• Project Management (Soft Skills)
• Cross Coordination (Soft Skills)
• Document Preparation (Hard Skills)
• Investor Engagement (Soft Skills)
• Competitor Analysis (Hard Skills)
• Fund Administration (Hard Skills)
• Client Communication (Soft Skills)
• Platform Optimization (Hard Skills)