Investor Relations Associate

4 days ago


Houston, United States Spencer Ogden Full time

Overview:

Our client is a leader in the energy and energy transition sector, committed to building companies that contribute to a net-zero carbon future. With a strong entrepreneurial spirit, deep industry expertise, and a commitment to ESG, they are setting the standard for energy excellence. Having recently grown from $20B to $27B in AUM, they continue to expand rapidly.


The Investor Relations Associate will support the firm’s Investor Relations efforts by managing investor communications, preparing financial materials, and assisting with outreach strategies. This role requires a detail-oriented professional with strong financial acumen, excellent communication skills, and the ability to work closely with internal teams.


Key Responsibilities:

  • Financial Reporting: Create and update financial models and presentations to ensure accurate investor communications.
  • Investor Engagement: Prepare and share financial updates, reports, and engage with investors. Assist in organizing investor meetings and events.
  • Market Analysis: Research financial performance, industry trends, and market conditions to provide insights.
  • Team Collaboration: Work with deal, fundraising, and internal teams to ensure consistent messaging.
  • Database Management: Maintain and update the investor database to keep records accurate.


Qualifications:

  • Bachelor’s degree in Finance, Business, or a related field.
  • 3-6 years of experience in investment banking, business development or accounting.
  • Proficiency in Excel and PowerPoint.


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