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 logisticsWork with senior professionals to draft presentations which review portfolio investments, industry developments, the economy and other topicsCo-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 overviewOngoing 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 professionalsKeep 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 industriesResearch and draft sections of quarterly and annual letters and presentations to investorsFirm Updates
Assisting in updates for the Sixth Street team, Partners Meetings, or Conferences regarding the investment environment or specific campaigns or issuesLegal 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 rulesEducation 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 productsStructured problem solver who is able to synthesize sophisticated information from a variety of sources into implementable recommendations and solutionsAbility to collaborate effectively across multiple teamsStrong prioritization and project management skillsComfort working in a high growth, iterative environmentSkills Required / Desired
Excellent communication and interpersonal skills with ability to thrive in a collaborative team structure and build strong working relationships both internally and externallyHighly motivated self-starter with the ability to set priorities, multitask and monitor own workload to meet aggressive deadlinesSharp intellect with strong financial, analytical and technical acumenExceptional attention to detail, placing a high priority on accuracy and organizationSolid quantitative skills including financial analysis. Advanced Excel skills a positiveStrong writing, editing and researching skills to draft internal and external materialsStrong work ethic, professional integrity and capable of excelling in a fast-paced environmentSeniority Level
Associate
Employment Type
Full-time
Job Function
Finance
Industries
Venture Capital and Private Equity Principals
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