Job Description

The role will support the Managing Director in promptly and accurately addressing investor inquiries and requests, facilitating the processing of subscription agreements, actively participating in investor and prospective investor meetings, and collaborating closely with the marketing, finance, operations, compliance and legal team.

Responsibilities:

• Promptly and accurately address investor inquiries and requests.
• Facilitate seamless processing of subscription agreements.
• Maintaining the firm's CRM with investor information, coordinating with back office and fund administrators on investor data.
• Collaborate closely with the finance and marketing departments to ensure alignment in messaging and strategy.
• Contribute to the ongoing improvement and refinement of investor relations processes and procedures.
• Actively participate in investor and prospective investor calls.
• Office Administrative Support as needed.
• Support Back Office Ops to manage regulatory filings, AP invoices and team expenses.

Qualifications:

• 1-3 years of work experience in financial professional services.
• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Previous experience in investor relations, client services, or related roles within the financial services industry, preferably with experience in private credit, venture funds, family offices or alternative investments.
• Proven relationship-building skills with the ability to interact effectively with investors, colleagues, and external stakeholders.
• Exceptional verbal, written communication, and interpersonal skills
• Excellent personnel, project management, and time management skills
• Experience with Microsoft Office (Outlook, Word, PowerPoint), Dealcloud and/or Hubspot is a plus.

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