Investor Relations

Overview

• Support investor communications, documentation, and onboarding processes in a dynamic private equity environment.
• Collaborate with cross-functional teams to ensure accurate and timely investor data management.
• Engage with investors to address inquiries and facilitate seamless communication.
• Maintain investor profiles and documentation using internal systems and tools.
• Assist in compliance processes by gathering and reviewing required investor documentation.
• Contribute to the execution of legal forms and post-close amendments.
• Ideal for candidates seeking growth in investor relations and private equity operations.

Key Responsibilities & Duties

• Respond to investor inquiries and collect missing information or documents.
• Coordinate meetings between investors and internal team members.
• Upload and organize key investor documents across internal systems.
• Ensure real-time accuracy of investor profiles in the portal.
• Collaborate with Finance and Accounting teams for data accuracy.
• Gather identification and accreditation documents from investors.
• Review and route subscription agreements for approval and signatures.
• Manage execution of post-close amendments and consent forms.

Job Requirements

• Bachelor’s degree preferred or equivalent relevant experience.
• Minimum of 2 years of experience in investor relations or similar roles.
• Proficiency with office productivity software; familiarity with Juniper Square and SharePoint is a plus.
• Strong organizational and communication skills with high attention to detail.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Experience in client-facing roles with excellent interpersonal skills.
• Knowledge of compliance processes and legal documentation handling.