Investor Relations Administration -Senior/Director at Investment Firm in New York, New York, United States Finance Investment Firm New York, New York, United StatesUSA 7/18/19 2019-07-18 Job ID: 137208 Job Description JOB TITLE: INVESTOR RELATIONS ANALYST & EXECUTIVE ASSISTANT TO MD/HEAD OF INVESTOR RELATIONS INDUSTRY: FINANCE LOCATION: NEW YORK, NEW YORK COMP RANGE: $80-100K JOB DESCRIPTION: Investor Relations / Fundraising Meeting Preparation Reconfirm location & attendees Compile LP background information (1-pager updated for Preqin info, attendee bios, news run) Presentation materials - print, bind & page-check Input business cards Update 1-pager Add to Communications list LP Familiarity and Research Monitoring news articles and updating one-pagers for LP changes in allocations, commitments, personnel, etc. Sustain existing knowledge of existing and prospective investors to remain aware of investments approach/personnel changes Contact List Maintenance LPRS - Confirming all material change requests are coming from authorized individuals and verifying with an authorized contact if not Outlook Communications list (LPs, Prospects, Bankers, Placement Agents, Service Providers) Following up on bouncebacks Reporting Coordinate with GC/EBH, SS&C, and eFront to upload and distribute documents Final review of contacts and postings before releasing new documents such as capital calls, distribution notices, quarterlies, etc. to ensure all proper recipients are captured Updating the LPRS email templates as necessary (which are used to notify LPs of any new postings) Designated point of contact to handle any technical issues LPs may have with LPRS including logging in/acquiring documents, etc. Investor Servicing IR Inbox monitoring - check daily and coordinate responses with GC, EBH, AS Transfers Wire changes Contact changes Verifying authorized signatories on various documents by examining Subscription Documents, and Certificates of Incumbency documents (most recently Fund II and Fund IV extensions, HPM AIV Power of Attorney and Election Notices) Periodic investor surveys/questionnaires - see list Generate & circulate weekly service request report Monitoring calendar for upcoming deadlines (quarterlies, term dates, form submissions, etc.). Fundraising Joiners & Leavers File Marketing Website updates Initiate changes with Silver Oven, secure approvals, check postings, and save down Save down invoices and get sign off to give to Aurora Handling all correspondence with photographer for employee headshots and internal photoshoots, including scheduling, internal notification, and payment processing Compliance Logs Document Review Log Data Request Log Qualifications Document Review Log Data Request Log PERSONAL / professional ATTRIBUTES: Project Management: High sense of urgency, capable of thriving in a fast-paced environment. Exceptional attention to detail, placing a high priority on accuracy and organization. Able to prioritize workload and handle multiple tasks. Communication: Understands clients needs and desired outcomes and positions Lightyear accordingly. Communicates in an open and honest way that quickly builds trust and respect. Strong verbal communicator. Strong writing skills a plus. Technical: Proficient in Microsoft Word and PowerPoint. Experienced user of CRM systems and data room platforms preferred. Team Player: Thrives in a team environment and as an independent contributor of a lean group. Problem solver with ability to research solutions and suggest resolutions. Collaborative and inclusive style. Personal Leadership: Self-motivated with an outstanding work ethic and drive for increased responsibility. Accessible personal and professional style. Energetic, efficient, intellectually curious. Exhibits the highest degree of judgment, situational awareness and constant thoughtfulness in all interactions. Upholds company values and standards for personal and corporate ethics through honesty, integrity and fair dealing.
Associated topics: broker, brokerage, capital, commodities, derivatives, financial, fund, market, security, s p
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.
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