Investor Relations Associate

4 weeks ago


Raleigh, 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  

Qualifications

  • Bachelor's degree in finance, Business Administration, Economics or a related field. MBA is a plus 
  • 2-4 years of experience in investor relations, client services or a related function within the financial services industry, preferably with exposure to private equity, private credit or alternative investments 
  • Preference for working knowledge of the real assets sector  
  • Ability to communicate both simple and complex messages to various Tiverton constituents by translating complicated financial data, investments, and sectors into actionable steps.  
  • Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment 
  • Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and CRM platforms. Experience with investor reporting software is a plus 
  • Demonstrated ability to build and maintain positive relationships with internal and external stakeholders, including investors, colleagues, and service providers 
  • Willingness and capability to take ownership of products/deliverables   


Additional Information

All your information will be kept confidential according to EEO guidelines.

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