Associate Director, Investor Relations and Marketing

2 weeks ago

Austin, Texas, United States Serent Capital Full time
{"Job Title:

Associate Director, Investor Relations and Marketing

Job Summary: Reporting to the Vice President of Investor Relations and Marketing, the Associate Director of Investor Relations and Marketing is responsible for supporting the coordination, communication, and operations of the Investor Relations Program. The ideal candidate will be self-motivated, detail-oriented, and intellectually curious, with a demonstrated ability to work under pressure in a dynamic environment. Key Responsibilities:
  • Project manage the implementation of investor relations CRM (i.e., Salesforce)
  • Maintain the CRM (i.e., Salesforce) by updating investor profiles and adding meeting notes
  • Run and prepare activity reports (i.e., pipeline, etc.) on a monthly, quarterly, and annual basis for the senior leadership group
  • Draft investor-related communication materials (i.e., quarterly letters, press releases, and emails)
  • Assist in executing the Investor Relations strategy by creating and managing relationship plans (i.e., meetings, personalized content, communications, etc.)
  • Assist in preparing, reviewing, and maintaining investor-related documents (i.e., pitch decks, investor FAQ, Private Placement Memorandum, Limited Partner Agreement, etc.)
  • Coordinate Limited Partner (LP) meetings and prepare required meeting materials for the senior leadership group (i.e., meeting notes, research, agenda items)
  • Manage event coordination and content creation (i.e., annual meetings, etc.)
  • Assist in cross-functional initiatives and projects (i.e., investor reporting requests, issues, questions, contact information change, etc.)
Requirements:
  • Strong project management skills - organized and thorough with acute attention to detail
  • Impact-oriented with high prioritization skills, ability to oversee multiple tasks, and deliver projects in a timely manner
  • Highly collaborative with excellent communication (written and oral), strong interpersonal skills, and ability to work well in a team structure
  • Strong work ethic, proven ability to take initiative and proactively identify issues, capacity to thrive in a challenging environment
  • Demonstrated proficiency with Microsoft Office suite (specifically, Word, Excel, and PowerPoint)
  • Able to maintain high level of discretion when managing confidential and privileged information
  • Comfortable working in a small team environment and serve in various roles and capacities
  • Functional familiarity with Salesforce or similar CRM platforms a plus
Education: BA/BS degree in relevant field Seniority Level: Professional Industry: Private Equity Employment Type: Full-time, Exempt Travel: 30% or less domestic travel for internal firm meetings and portfolio events.

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