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Investor Relations Analyst/Associate

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Atlantic Group

2021-12-03 08:58:01

Job location New York City, New York, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Role: Investor Relations Analyst/Associate, Private Equity


A control-oriented growth equity investment firm that builds businesses in partnership with exceptional founders and management teams that focuses on identifying and addressing marketplace opportunities in rapidly growing subsectors. Our firm has over $5 billion in capital commitments and assets under management.


Key Responsibilities:

• Partner with Director of Investor Relations and VP of Strategy to contribute to overall firm fundraising success by managing a scalable and forward-thinking process for answering investor questions, as well as developing the metrics and tools to continuously improve the delivery of work product

• Enable the team to quickly and accurately produce clear, "client-friendly" answers with appropriate disclosures related to investor requests including RFPs, presentations and proposals

• Optimize and build out existing processes in order to scale responses for requests for data

• Assist Director of IR & Compliance team with record-keeping across investor related documentation

• Assist with updating and maintaining CRM database

• Support portfolio analysis involving fund metrics, product structure and deal data to ensure consistency and clarity in investor messaging

• Communicate initiatives and status updates with other key stakeholders at the firm to create transparency and clarity around investor conversations and important developments

• Assist with planning of events (such as an Annual Global Meeting or LP Advisory Board Meetings) including logistics, support and execution


Requirement:

• 1-3 years of IR/Client service experience

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