Investor Relations Associate

3 weeks ago


Charleston, United States Ivy Asset Group Full time

Position Overview:

The Investor Relations Associate will work closely with the Investor Relations and Business Development teams to support a wide range of client service, marketing, communications, and business development activities. This role requires developing a deep expertise in Private Credit and the ability to effectively communicate complex investment strategies through fund marketing materials and investor reports.


Key Responsibilities:

  • Manage and nurture relationships with existing Limited Partners (LPs) as a key member of the Investor Relations team.
  • Create and refine presentations and marketing materials for investor communications.
  • Participate in ad-hoc client meetings, providing updates on fund performance and addressing inquiries.
  • Assist in the development and execution of systematic territory rotations to maximize sales opportunities in assigned regions.
  • Develop and maintain a strong understanding of the firm's platform, investment strategies, and product offerings.
  • Stay informed about industry and market trends to provide valuable insights to clients and internal teams.
  • Proactively contribute to team initiatives, special projects, and additional responsibilities as needed.


 

Qualifications:


  • 1-3 years of experience in asset management, financial services, or a related field (preferred).
  • Bachelor’s degree in finance, business, or a related discipline (preferred).
  • Proven ability to manage tasks with a high level of organization, thoroughness, and effectiveness.
  • Experience with CRM systems and database management.
  • Excellent interpersonal, verbal, and written communication skills.
  • Strong time management abilities and attention to detail.
  • Self-motivated, energetic, and creative with the ability to work both independently and collaboratively within a team.
  • Demonstrated ambition and a strong desire to excel in a fast-paced environment.


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