Investor Relations Associate

Company: Clear Point Group
Location: Minneapolis
Posted on: February 25, 2021

Job Description:

• Job / Investor Relations Associate - Midwest - Growing Credit fund Investor Relations Associate - Midwest - Growing Credit fund Location: Minneapolis Total Compensation: 100-130k Our Client is a growing Credit Fund with offices throughout the country. They are seeking professionals with experience in the--client services effort at a fund. Participate as an integral member of the Capital Formation & Investor Relations team, working both internally and externally representing the firm--to investors. Focus on logistics, current and potential investor research and written materials. Support the the firm brand by ensuring communication is on message and managed within the corporate and compliance standards . Major Responsibilities
  • Perform research on current investors, utilizing current in-house CRM as well as subscription databases and other available resources. Create summary information in written form.
  • Perform prospecting and research on potential investors, utilizing a variety of in-house tools as well as external information mining.
  • Assist in the development and management of a calling plan for current and potential investors, including potential outreach and management of logistics. Distinct calling plans are used for both on-cycle active marketing of a fund as well as off-cycle marketing and interaction with investors.
  • Support the implementation and management of client relationship management (CRM) system including customization and reporting functionality
  • Assist in responses and follow up diligence requests from existing investors and prospects throughout the fundraising process
  • Collaborate with Capital Formation & Investor Relations as well as Investment team in developing and maintaining presentations and other collateral as appropriate.
  • Produce professional written materials for a variety of uses including quarterly reporting, annual meeting, fund marketing, and periodic investor updates.
  • Participate periodically in current and potential investor meetings.
  • Build and maintain strong and trusting relationships with the firm--investment professionals and operations professionals.
  • Contribute to the production and execution of a best in class annual investor meeting.
  • Ad hoc projects as assigned. Requirements
    • Undergraduate degree in finance, economics, communications or related field
    • Minimum of three years of experience in in related field such as financial marketing, public relations, private equity, hedge fund, etc.
    • Excellent interpersonal skills
    • Extremely effective communication skills, both written and oral
    • Strong analytical, decision making and problem solving skills
    • Proficient in Microsoft Excel, Word and Outlook
    • Working knowledge of Client Relationship Management (CRM) systems
    • Understanding of a variety of cultures
    • Able to build rapport between organizations, people and cultures
    • Team player, adaptable; willing to perform tasks necessary to achieve common goals

Keywords: Clear Point Group, Minneapolis , Investor Relations Associate, Other , Minneapolis, Minnesota