Investor Relations Associate - Private Equity Firm

Investor Relations Associate - Private Equity Firm

JOB SUMMARY :

The Investor Relations Associate will work as part of a small team focused on the capital formation activities of the multi-strategy FIRM. This group interacts with existing and prospective limited partners in the FIRM's various Funds (including public and private pension plans, sovereign wealth funds, financial institutions, and high-net-worth families) in an effort to capitalize the FIRM's investment vehicles.

Core Responsibilities

Capital Formation

Develop written marketing materials including Private Placement Memos and presentations

Develop detailed due diligence materials, including qualitative descriptions and financial schedules outlining the FIRM's performance and strategy

Respond to investors’ specific diligence questions

Participate in marketing meetings

Investor’s Conferences / Internal Strategy sessions

Assist with the coordination of all elements of the FIRM's Investor’s Conference, including developing the agenda and determining event logistics

Work with senior professionals to draft presentations which review portfolio investments, industry developments, the economy and other topics

Co-investments

Coordinate the equity syndication process for portfolio company investments where necessary, including initial solicitation, arranging due diligence calls / sessions, closing any open issues as practicable, expediting closing processes.

Work with investing team to develop the marketing presentation, including investment thesis and company overview

Ongoing LP maintenance

Field LP queries on portfolio company status, capital accounts, deal referrals, reference checks, performance data, etc. Coordinate as needed with deal professionals.

Develop semi-annual Advisory Committee presentations to review fund status with senior deal professionals

Keep abreast of developing LP programs that may be relevant to upcoming fundraising campaigns and assisting with diligent maintenance of master LP database and relevant Marketing Status Reports (MSRs)

Research, Materials Drafting, and New Business Development

Draft materials on new asset classes the FIRM may want to enter, including market dynamics, competitive analysis, fund economics, etc.

Source relevant data, anecdotes, and illustrations for various investment topics, themes, case studies, and industries

Research and draft sections of quarterly and annual letters and presentations to investors

Firm Updates

Assisting in updates for the Sixth Street team, Partners Meetings, or Conferences regarding the investment environment or specific campaigns or issues

Legal and Compliance

Work closely with deal professionals, legal, and the compliance team to ensure that marketing materials and sales literature are in accordance with firm's policies and procedures, including applicable SEC and FINRA rules

Education and Experience

At least 2 years of proven experience working in investment banking, and / or an investor relations or client management position, with strong understanding of financial services investment products

Structured problem solver who is able to synthesize sophisticated information from a variety of sources into implementable recommendations and solutions

Ability to collaborate effectively across multiple teams

Strong prioritization and project management skills

Comfort working in a high growth, iterative environment

Skills Required / Desired

Excellent communication and interpersonal skills with ability to thrive in a collaborative team structure and build strong working relationships both internally and externally

Highly motivated self-starter with the ability to set priorities, multitask and monitor own workload to meet aggressive deadlines

Sharp intellect with strong financial, analytical and technical acumen

Exceptional attention to detail, placing a high priority on accuracy and organization

Solid quantitative skills including financial analysis. Advanced Excel skills a positive

Strong writing, editing and researching skills to draft internal and external materials

Strong work ethic, professional integrity and capable of excelling in a fast-paced environment

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance

Industries

Venture Capital and Private Equity Principals

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