Investment Relations Coordinator

5 days ago

Lehi, Utah, United States Sorenson Capital Full time
Job Opportunity

We are seeking a highly skilled and organized Investment Relations Coordinator to join our team at Sorenson Capital in Lehi, Utah. This role is responsible for coordinating and maintaining the Investor Relations program, which includes producing LP-related materials, managing the investor relations CRM, and facilitating roadshow meeting plans.

Responsibilities:
  • Own, produce, and maintain LP-related materials, including pitchbooks, fund factsheets, onsite presentations, quarterly newsletters, data rooms, investor FAQs, compliance-related materials, and customized materials
  • Project manage and maintain the investor relations CRM (i.e., Attio), including commitments, fundraising pipeline, contacts, information changes, meeting/Zoom notes, and tasks/follow-ups
  • Facilitate roadshow meeting plans and coordinate scheduling with relevant parties
  • Manage the preparation for investor meetings, including compilation of investor backgrounds, and production of materials to address investor questions/agendas
  • Respond to due diligence questionnaires (DDQs), investor prospect follow-ups, as well as LP portal and fundraise-related data room requests
  • Demonstrate a working command of the valuation and fund modeling process; intermediate modeling skills required for pre-existing models
  • Compile and present quantitative deliverables, including investor account summaries and cash flow models
  • Conduct market research using marketing and analytics databases (e.g., Preqin, Cambridge, Pitchbook, etc.)
  • Collaborate with Finance, Compliance, and Investment teams to ensure the timely delivery of accurate responses to investors
  • Assist with logistics related to fund launching and closings
  • Assist with the evaluation of LP-related software vendors to streamline workflow
  • Facilitate the Annual General Meeting and other investor-related events by creating presentation materials and supporting planning and logistics
  • Collaborate with the Sorenson Capital partners on the investor relations strategy by ideating, creating, refining, and managing programs
Requirements:
  • 2 - 5 years of experience in investment banking, private fund placement, private equity investor relations, or third-party fund administration
  • Self-starter and highly collaborative with excellent communication (written and oral), strong interpersonal skills, and the ability to work well in a small team structure
  • Strong project management skills organized and thorough with meticulous attention to detail
  • Impact-oriented with high prioritization skills, ability to oversee multiple tasks and deliver projects in a timely manner
  • Demonstrates a strong work ethic, a proven ability to take initiative and proactively address issues, and thrives in fast-paced, time-sensitive environments
  • Mature with sound judgement and the ability to maintain a high level of discretion when managing confidential and privileged information; high integrity, low ego, and an uncompromised reputation
  • Technical mastery of the Microsoft Office suite (specifically PowerPoint, Excel, and Word)
  • Familiarity with CRM platforms, such as Attio, is a plus
What We Offer:
  • $80,000 - $120,000 per year, depending on experience
  • 75% covered medical, vision, and dental plans
  • Long-term disability, life insurance, healthcare savings account, 401(k), parental leave, paid holidays, and paid time off
  • Must live in the Greater Salt Lake City Area or be willing to relocate

Sorenson Capital is an equal opportunity employer that values people and the cumulative contributions everyone brings to the firm. We are committed to working with diverse, inclusive team players who strive for excellence.

  • Corporate Relations Manager

    5 days ago

    Lehi, Utah, United States Sorenson Capital Full time

    Job OverviewSorenson Capital is seeking an experienced Investor Relations Associate to join our team in Lehi, Utah. This dynamic role will involve coordinating and communicating with investors, project managing our investor relations CRM, and facilitating roadshow meeting plans.Key Responsibilities:Develop and maintain LP-related materials, including...

  • Community Relations Coordinator

    4 weeks ago

    Lehi, Utah, United States CCMC Full time

    Job Summary:We are seeking a highly skilled Community Relations Coordinator to join our team at CCMC. This role will be responsible for providing office assistance, membership support, and clerical administration for the community. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work effectively...

  • Legal Operations Coordinator

    2 weeks ago

    Lehi, Utah, United States Fund Launch Full time

    Key ResponsibilitiesCoordinate with legal partners to ensure timely and accurate delivery of fund documentation.Review fund documents for errors, compliance, and alignment with client needs.Track deadlines and manage workflows to ensure projects are completed on schedule.The ideal candidate will have 3+ years of experience in a similar role and be familiar...

  • Business Development Coordinator

    6 days ago

    Lehi, Utah, United States The Investors Edge Full time

    Job OverviewWe are seeking a highly skilled Inside Sales Coordinator to join our team at The Investors Edge. As a key member of our sales department, you will play a critical role in driving revenue growth and customer acquisition.This is a full-time position offering a competitive salary of $67,000, with bonus potential up to $80,000. Benefits include a...

  • Construction Project Coordinator

    5 days ago

    Lehi, Utah, United States Swig HQ Full time

    About the RoleSwig HQ is seeking a skilled Construction Project Coordinator to join our team. In this role, you will be responsible for coordinating and managing construction projects from initial planning to completion.Key ResponsibilitiesCoordinate with architects, engineers, and landlords to ensure that construction design standards are met.Communicate...

  • Construction Project Coordinator

    4 weeks ago

    Lehi, Utah, United States SIRQ Inc Full time

    Job OverviewWe are seeking a highly skilled Construction Project Coordinator to join our team at SIRQ Inc. This role will be responsible for overseeing construction projects from start to finish, ensuring timely completion, and managing project costs.About the RoleThe successful candidate will have a strong background in construction management, excellent...

  • Investor Liaison Specialist

    2 weeks ago

    Lehi, Utah, United States Sorenson Capital Full time

    About the RoleWe are seeking a highly motivated Investor Relations Associate to join our team at Sorenson Capital. As an integral member of our team, you will be responsible for developing and maintaining strong relationships with our Limited Partners, providing exceptional customer service, and ensuring seamless execution of our investor relations...

  • Operations and Logistics Coordinator

    5 days ago

    Lehi, Utah, United States Trove Brands Full time

    If you're a motivated and organized individual with a passion for logistics and supply chain management, we want to hear from you! As an Operations and Logistics Coordinator, you'll play a key role in ensuring the smooth operation of our supply chain.About the RoleWe estimate an annual salary of $78,000 for this position based on national averages in the US....

  • Financial Project Coordinator

    7 days ago

    Lehi, Utah, United States Unified Business Alliance, LLC Full time

    About the Role:The Unified Business Alliance, LLC is looking for a Financial Project Coordinator to join our team. In this role, you will be responsible for supporting the financial aspects of company projects, ensuring accurate reporting, and providing critical support to project teams.Key Responsibilities:Assist with monthly, quarterly, and annual...

  • Clinical Efficiency Coordinator

    6 days ago

    Lehi, Utah, United States Commure + Athelas Full time

    Are you looking for a challenging role that combines technical expertise with business acumen? We're seeking a Clinical Efficiency Coordinator to join our team at Commure + Athelas, driving innovation and improvement in clinical workflows.In this role, you'll work closely with our cross-functional teams to design and implement process improvements,...

  • Construction and Engineering Project Coordinator

    7 days ago

    Lehi, Utah, United States AM Technical Solutions Full time

    About UsAM Technical Solutions (AM) is a proven and licensed architect, engineering, and construction firm. Founded in 1994, our company delivers comprehensive solutions for high-tech construction projects, including design, commissioning, and validation. We specialize in research, pilot lines, manufacturing, cleanrooms, and advanced laboratories, providing...

  • Communications and Digital Content Coordinator

    7 days ago

    Lehi, Utah, United States Lehi City Full time

    Job Description:The Lehi City Recreation Department is seeking a skilled Communications and Social Media Coordinator to join its team. In this role, you will be responsible for promoting the city's recreation programs and events through various digital channels.You will work closely with the recreation staff to develop and implement effective marketing...

  • Recreation and Leisure Activity Coordinator

    4 weeks ago

    Lehi, Utah, United States Lehi City Full time

    Job Title OverviewLehi City is seeking Recreation Volunteers to join our team.Compensation and BenefitsWe offer a competitive salary of $45,000 - $60,000 per year, depending on experience. Additionally, you will receive a comprehensive benefits package, including paid time off, health insurance, and retirement savings plan.Job Responsibilities and...

  • Wellbeing Programs Coordinator

    6 days ago

    Lehi, Utah, United States EHE Health Full time

    OverviewEHE Health, a leading national preventive healthcare provider network, seeks a talented Wellbeing Programs Coordinator to join our team. Our mission is to revolutionize preventive care and improve the health and productivity of employees nationwide.Salary Range:$50,000 - $75,000About the RoleThis role involves partnering with clients to plan,...

  • Corporate Tax Director for Real Estate Investments

    4 weeks ago

    Lehi, Utah, United States Reef Capital Partners Full time

    Lead Tax Expert for High-Profile Real Estate ProjectsAt Reef Capital Partners, we are seeking an experienced Corporate Tax Director to join our team and provide tax expertise for our high-profile real estate projects.As a key member of our finance team, you will work closely with our CFO, COO, and leadership to ensure the successful completion of our real...

  • High-Tech Project Coordinator

    7 days ago

    Lehi, Utah, United States AM Technical Solutions Full time

    Job DescriptionWe are seeking a highly experienced and skilled project management professional to lead our high-tech construction projects.The successful candidate will oversee all aspects of project implementation, from inception to completion, ensuring timely delivery, budget adherence, and exceptional quality.With a strong background in semiconductor...

  • Industrial Water Efficiency Manager

    1 week ago

    Lehi, Utah, United States AM Technical Solutions Full time

    Job DescriptionAs a High-Tech Project Development Lead at AM Technical Solutions, you will play a key role in driving the success of our high-tech construction projects. Your primary responsibility will be to lead project planning, implementation, and delivery, ensuring timely, budget-friendly, and high-quality results.Key responsibilities include:Project...

  • Waste Water Management Specialist

    1 week ago

    Lehi, Utah, United States AM Technical Solutions Full time

    Job OverviewWe are seeking an experienced Waste Water Management Specialist to lead high-tech construction projects from inception to completion. The successful candidate will oversee project planning, implementation, and delivery, ensuring timely, budget-friendly, and high-quality results.Key responsibilities include:Project planning: Develop comprehensive...

  • Senior Real Estate Tax Strategist

    4 weeks ago

    Lehi, Utah, United States Reef Capital Partners Full time

    About the OpportunityReef Capital Partners, a leading commercial real estate investment firm, seeks a seasoned Senior Real Estate Tax Strategist to join its dynamic team.We are looking for an experienced professional with expertise in tax planning and consulting, particularly in the real estate industry. The ideal candidate will possess strong analytical...

  • Facilities Maintenance Coordinator

    1 month ago

    Lehi, Utah, United States Lehi City Utah Full time

    Lehi City Utah seeks a detail-oriented and organized individual to fill the role of Nighttime Building and Custodial Specialist. As a key member of our team, you will play a vital part in ensuring the cleanliness and maintenance of our facilities.About Lehi City UtahWe are a forward-thinking organization dedicated to providing exceptional service to our...