Head of Investor Relations - Hedge Fund

Dagen • Dallas, TX, United States

16 days ago

Job type

Full-time

Job description

Job Title : Head of Business Development & Investor Relations

Firm Summary : is a SEC-registered investment adviser that employs an event- driven long / short equity investment strategy focused on the biotechnology sector.

Responsibilities :

Grow and lead a best-in-class business development / investor relations department with responsibility for the full IR lifecycle : fundraising, on-boarding, and on-going engagement
Proactively source new prospects, schedule calls and meetings, and prepare and track de-briefing notes and follow-ups. Periodic travel (allocator conferences, etc.) expected
Create pipeline and capital activity reports for prospect and fundraising management
Lead internal effort in collaboration with various teams to timely complete data requests from prospective and current investors, including RFPs, DDQs, and ad hoc requests
Work closely with the front office to understand strategy, catalysts, and trade structures in order to educate and update investors on portfolio developments and performance
Develop and distribute the firm’sinvestor presentation, performance reports, attribution analysis and other marketing materials, including investor letters and case studies
Ensure compliance with internal marketing policies and regulatory requirements
Maintain firm CRM database / third-party performance databases. Assist subscription and capital activity processing / data collection in collaboration with finance and legal teams
Monitor sector trends and market developments to support fundraising / investor outreach
Develop and document processes and procedures and identify enhancements to optimize efficiencies, adopt best practices, reduce risk, elevate investor communications and drive client relationship success

Qualifications / Requirements :

Bachelor’s degree

Minimum 5 yearsemployment at a financial services firm in a senior marketing / IR role

Proficiency with Excel,PowerPoint, CRM systems,portfolio analysis software,portfolio attribution / investment performance measurement, and marketing regulations

Superior written and verbal communication skills; exceptional attention to detail

Excellent project management, organizational skills, work ethic, and integrity

Customer service mindset, collaborative team-player, proactive and resourceful

Ability to take direction but also work independently; willingness to take ownership of projects through completion and accept any task that will benefita growing organization

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Of Investor Relation • Dallas, TX, United States