Associate, Investor Relations

4 days ago


New York, United States Blue Meridian Full time
Background

Blue Meridian Partners is a pioneering philanthropic model for finding and funding scalable solutions to the problems that limit economic mobility and trap America's young people and families in poverty.

We know solutions exist, but even the most promising strategies cannot reach far enough, fast enough without significant, long-term investment. We bring an innovative, investor mindset backed by a decades-long track record to the pursuit of upward economic mobility for individuals and communities. Core to our mission is addressing systemic inequities and the injustices they create. By pooling resources, our Partners can unlock substantial philanthropic capital and invest effectively and efficiently.

Anchored by our carefully tested, performance-based investing approach, Blue Meridian makes strategic, long-term investments across multiple portfolios aimed at boosting economic mobility from cradle to career. We support both nationwide and place-based strategies in order to amplify impact across the country as well as within specific communities. We identify visionary social sector leaders who address key drivers of poverty - including youth unemployment, unplanned pregnancy, and engagement with the criminal justice system - and invest the flexible, upfront capital they need to dream bigger and exponentially expand their reach, influence, and impact.

We are constantly learning, exploring, and seeking out new collaborations in relentless pursuit of creating lasting impact at scale that can change the life trajectories of millions of young people and families in America. Blue Meridian is staffed by an experienced team of results-focused leaders and we welcome other mission-driven champions to join us.

Position Description

Reporting to the Director of Communications & Investor Relations, the Associate of Investor Relations provides support for the implementation of Blue Meridian's strategy for engaging current and prospective Partners and other investors. The Associate will play a pivotal role in supporting and enhancing Blue Meridian's interactions with our Partners and other stakeholders. This position is crucial for ensuring seamless coordination between the Investor Relations team and investment team, supporting effective communication strategies, and supporting and management of various projects aimed at fostering robust investor relationships.

Position Type

Exempt

Location

New York City. Hybrid working arrangement allowed.

Primary Responsibilities

The responsibilities of this position include but are not limited to the following:

Relationship Management
  • Support and provide input on the development, planning, coordination, and execution of Blue Meridian's short- and long-term activities with investor Partners and other investors.
  • Serve as a point of contact and support between Investor Relations and portfolio teams in developing investor-facing content and experiences.
Project Management
  • Lead coordination across several cross-team workstreams, including the quarterly investor meetings and other channels for Partner engagement.
Learning and Knowledge Management
  • Support investor-facing communications and identify and develop opportunities for process improvements.
  • Support preparation of investee reporting and key materials for investors.
  • Conduct research on prospective investors and provide profiles and background information to inform the fundraising strategy and prospect engagement.
Outreach
  • Help develop collateral and communications plans for investors and prospects, including the drafting, editing, and finalizing of individualized correspondence.
  • Develop presentations and other materials as needed for meetings with prospective investors and current Partners.
Qualifications
  • Aligned with Blue Meridian's mission and core values; committed to racial equity, diversity and inclusion.
  • An undergraduate degree (or equivalent experience) and at least 3 years of experience, preferably within a foundation or nonprofit organization engaged in fundraising, or in a for-profit business (such as an investment firm or another entity engaged in investor relations).
  • Hands-on experience in project management and excellent organizational and project management skills, including a very strong attention to detail and the ability to manage and prioritize multiple tasks in a fluid, dynamic environment.
  • Exceptional written communications skills including the ability to draft presentations, letters and memoranda; synthesize a large amount of material into briefer documents, compose clear, succinct emails and reports; and proofread materials.
  • Highly energetic, self-motivated and entrepreneurial, able to balance a meticulous and highly rigorous professional approach with a flexible and empathetic responsiveness to the needs of others. While skilled at thinking and working independently and advocating own point of view, respects and solicits the contributions of others.
  • Outstanding interpersonal skills with a professional and genial demeanor, and the ability to work with and lead people with different backgrounds and experiences.
  • Perspective from direct experience living or working in communities of color is strongly preferred.
  • Strong computer skills with extensive knowledge of Microsoft Outlook, Word, Excel and PowerPoint, and the ability to master new software quickly. Experience with content management system (CRM) highly desirable.
  • Willing to travel as needed.
At Blue Meridian, we value building a diverse, inclusive workplace. Even if your experience does not fully align with our preferred qualifications, we still encourage you to apply.

Hiring Salary

Blue Meridian Partners aims to provide a comprehensive and competitive total compensation package.

The hiring salary for this position is $98,000. In addition to the base salary, each member of Blue Meridian is eligible to receive a performance based variable incentive bonus.

Blue Meridian also provides generous benefits including:
  • Employer contributions to a retirement savings plan
  • Medical, dental and vision coverage with minimal employee contribution
  • Life and disability insurance
  • Paid time off including vacation/personal days, paid holidays, half-day summer Fridays, and week-long office closures in the summer and winter.
  • Internal and external professional development opportunities
  • Home Office set-up allowance
  • Tuition reimbursement
  • Hybrid work arrangement

[1] This position description is a guide to the primary duties and functions of the job, not an all-inclusive list of responsibilities, qualifications, physical demands, and work environment conditions. Position descriptions are reviewed and may be revised to meet the changing needs of Blue Meridian Partners at the sole discretion of management.

Blue Meridian Partners is committed to equal employment opportunity, without regard to race, color, gender, religion, age, national origin, sexual orientation, gender identity or expression, marital status, pregnancy, disability, veteran status, prior record of arrest or conviction, genetic information or any other characteristic protected by law. These opportunities include all terms, conditions, and privileges of employment, including (but not limited to) recruiting, hiring, job assignment, training, compensation, benefits, discipline, promotion, and termination.

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