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Position: Private Equity Investor Relations Analyst
Job Number: MS05014
Location: NY - New York City
Date Posted: 2019-06-18
Salary Range: $81-100k
Job Summary:

Newly created Investor Relations opportunity with a Boutique Private Equity Fund in NYC. They are looking for someone out of a public accounting firm, who is eager to transition into an entrepreneurial role, where they can be hands on in building out the business, work closely with all internal teams, and learn investor relations from the ground up.

Company Information:

Name: Private Equity Firm

Job Description:

• Support Investor Relations / Business Development team with current/prospective investors and consultants on requests for information
• Manage and distribute monthly update materials
• Respond to RFPs from prospective investors, consultants, etc.
• Coordinate investment and operational due diligence requests
• Prepare and manage marketing materials, including pitchbooks, conference presentation materials, regulatory filings, DDQs, etc.
• Maintain consultant databases.
• Update variety of monthly performance and risk statistics spreadsheets
• Input investor transactions, update investor balances, track communications with investors, maintain investment pipeline, maintain distribution lists, update client profiles, and lead ad-hoc reporting projects
• Manage process of subscriptions, redemptions and transfers
• Prepare and manage reports for current and prospective investors including risk reporting, performance data, DDQ and ODD materials
• Coordinate monthly investor call process 

Requirements / Qualifications:

Bachelors Degree in Finance/Accounting

Strong academic pedigree

3.0 + GPA

1-3 Years of financial services experience 

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