AllianceBernstein
Associate, Investor Relations
AllianceBernstein, Minneapolis, Minnesota, United States, 55400
Who You’ll Work With:
We are seeking a Minneapolis, Minnesota based Investor Relations Associate/Senior Associate to join our Private Alternatives Investor Relations team. This role will report into the Vice President of Investor Relations. The investor relations function provides support to the Private Alternatives Capital Formation team, assisting in the management of existing investor relationships and global fundraising initiatives, and oversees a large array of investor correspondence. This role will include broad touch points across Private Alternatives including capital formation, business development, marketing, senior management, investment professionals, reporting, legal and compliance. The ability to build relationships throughout the organization is a critical element to the success of this role. What You’ll Do:
Investor Communications and Collateral – 70% Manage and update diligence repository database (Qvidian). Ensure all content is accurate and approved. Complete all due diligence questionnaires (DDQs) and request for proposals (RFPs) sent by investors and prospects. This will include tracking all requests, developing standardized answers to questions and managing and coordinating the completion of each request to ensure timely response. Assist with fundraising initiatives including managing and updating data room sites and preparing capital raise materials (DDQs, track records and other standard policies and documents). Support day-to-day requests sent by investors and prospects. Field calls, answer questions, respond to emails and elevate issues as appropriate to other team members. Manage reporting deliverables and user access for external counterparties. Manage and update consultant and industry databases. Monitor the investor landscape. Research and produce market intelligence on investors and consultants via online databases and news outlets (Preqin, eVestment, FIN News, etc.). Monitor the competitive landscape. Ensure that competitor research and peer benchmarking is as up-to-date and thorough as possible. Assist with annual investor meetings. Internal and External Relationship Management – 30%
Compile, research and locate required data to support content supplied in deal approvals, track records, and any other data verification requests. Must be able to take this data and create the required response in a timely, accurate manner. Work closely with marketing team on all investor communications to ensure consistency and professionalism across all activities. Work closely with reporting team to prepare/review ad-hoc reporting requests from investors and prospects. Work closely with legal and compliance teams to ensure investor/prospect communications are in line with the appropriate laws and regulations. Liaise with investment professionals, risk, accounting, tax and other key constituents regarding the business and investor/prospect requests. What We’re Looking For:
Bachelor’s degree in finance, accounting, communications or a related field 2-4 years of investor relations, marketing, finance, accounting or communications Demonstrated exceptional written and verbal communication skills Strong interpersonal skills, including the ability to work in a team environment as well as work with individuals across all levels of the organization Demonstrated strong analytical skills Demonstrated confidence and professionalism in dealing with senior investment professionals and leaders both internally and externally Demonstrated ability to understand complex fund and investment structures, including the ability to communicate them verbally and in writing Natural curiosity and strong initiative to learn – continuously evolving business environment, individual must be flexible in solutions and related approach Requires strong attention to detail as well as the equal ability to understand broad perspectives Demonstrated strong sense of urgency and ability to meet deadlines Preferred
Experience and/or working knowledge of the alternative investment industry or financial services strongly preferred Investor relations experience with knowledge of institutional investors needs/preferences Advanced Excel and Power Point knowledge as well as general systems capabilities About AB:
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Minneapolis, Minnesota
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We are seeking a Minneapolis, Minnesota based Investor Relations Associate/Senior Associate to join our Private Alternatives Investor Relations team. This role will report into the Vice President of Investor Relations. The investor relations function provides support to the Private Alternatives Capital Formation team, assisting in the management of existing investor relationships and global fundraising initiatives, and oversees a large array of investor correspondence. This role will include broad touch points across Private Alternatives including capital formation, business development, marketing, senior management, investment professionals, reporting, legal and compliance. The ability to build relationships throughout the organization is a critical element to the success of this role. What You’ll Do:
Investor Communications and Collateral – 70% Manage and update diligence repository database (Qvidian). Ensure all content is accurate and approved. Complete all due diligence questionnaires (DDQs) and request for proposals (RFPs) sent by investors and prospects. This will include tracking all requests, developing standardized answers to questions and managing and coordinating the completion of each request to ensure timely response. Assist with fundraising initiatives including managing and updating data room sites and preparing capital raise materials (DDQs, track records and other standard policies and documents). Support day-to-day requests sent by investors and prospects. Field calls, answer questions, respond to emails and elevate issues as appropriate to other team members. Manage reporting deliverables and user access for external counterparties. Manage and update consultant and industry databases. Monitor the investor landscape. Research and produce market intelligence on investors and consultants via online databases and news outlets (Preqin, eVestment, FIN News, etc.). Monitor the competitive landscape. Ensure that competitor research and peer benchmarking is as up-to-date and thorough as possible. Assist with annual investor meetings. Internal and External Relationship Management – 30%
Compile, research and locate required data to support content supplied in deal approvals, track records, and any other data verification requests. Must be able to take this data and create the required response in a timely, accurate manner. Work closely with marketing team on all investor communications to ensure consistency and professionalism across all activities. Work closely with reporting team to prepare/review ad-hoc reporting requests from investors and prospects. Work closely with legal and compliance teams to ensure investor/prospect communications are in line with the appropriate laws and regulations. Liaise with investment professionals, risk, accounting, tax and other key constituents regarding the business and investor/prospect requests. What We’re Looking For:
Bachelor’s degree in finance, accounting, communications or a related field 2-4 years of investor relations, marketing, finance, accounting or communications Demonstrated exceptional written and verbal communication skills Strong interpersonal skills, including the ability to work in a team environment as well as work with individuals across all levels of the organization Demonstrated strong analytical skills Demonstrated confidence and professionalism in dealing with senior investment professionals and leaders both internally and externally Demonstrated ability to understand complex fund and investment structures, including the ability to communicate them verbally and in writing Natural curiosity and strong initiative to learn – continuously evolving business environment, individual must be flexible in solutions and related approach Requires strong attention to detail as well as the equal ability to understand broad perspectives Demonstrated strong sense of urgency and ability to meet deadlines Preferred
Experience and/or working knowledge of the alternative investment industry or financial services strongly preferred Investor relations experience with knowledge of institutional investors needs/preferences Advanced Excel and Power Point knowledge as well as general systems capabilities About AB:
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Minneapolis, Minnesota
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