Investor Relations Associate

4 weeks ago


Raleigh North Carolina, United States Tiverton Advisors Full time
Job Description

Tiverton is seeking a disciplined and resourceful Investor Relations professional to manage, execute, and grow the firm’s current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. The candidate will interact closely with current and prospective fund investors, while working collaboratively with investment, operations, and portfolio management team members. 

Primary Responsibilities 

Manage the funds’ IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs  

Manage communication materials to existing investors  

Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups  

Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports  

Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses 

Maintain accurate and up-to-date records of investor interactions, preferences, and communications in the firm's Customer Relationship Management (CRM) system.  

Plan and execute investor events  



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