Dagen Personnel
Job Title Head of Business Development & Investor Relations
Ensure you read the information regarding this opportunity thoroughly before making an application. Firm Summary is a SEC-registered investment adviser that employs an event- driven long/short equity investment strategy focused on the biotechnology sector. Responsibilities
Grow and lead a best-in-class business development/investor relations department with responsibility for the full IR lifecycle: fundraising, on-boarding, and on-going engagement Proactively source new prospects, schedule calls and meetings, and prepare and track de-briefing notes and follow-ups. Periodic travel (allocator conferences, etc.) expected Create pipeline and capital activity reports for prospect and fundraising management Lead internal effort in collaboration with various teams to timely complete data requests from prospective and current investors, including RFPs, DDQs, and ad hoc requests Work closely with the front office to understand strategy, catalysts, and trade structures in order to educate and update investors on portfolio developments and performance Develop and distribute the firm’s investor presentation, performance reports, attribution analysis and other marketing materials, including investor letters and case studies Ensure compliance with internal marketing policies and regulatory requirements Maintain firm CRM database/third-party performance databases. Assist subscription and capital activity processing/data collection in collaboration with finance and legal teams Monitor sector trends and market developments to support fundraising/investor outreach Develop and document processes and procedures and identify enhancements to optimize efficiencies, adopt best practices, reduce risk, elevate investor communications and drive client relationship success Qualifications/Requirements
Bachelor’s degree Minimum 5 years employment at a financial services firm in a senior marketing/IR role Proficiency with Excel, PowerPoint, CRM systems, portfolio analysis software, portfolio attribution/investment performance measurement, and marketing regulations Superior written and verbal communication skills; exceptional attention to detail Excellent project management, organizational skills, work ethic, and integrity Customer service mindset, collaborative team-player, proactive and resourceful Ability to take direction but also work independently; willingness to take ownership of projects through completion and accept any task that will benefit a growing organization
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Ensure you read the information regarding this opportunity thoroughly before making an application. Firm Summary is a SEC-registered investment adviser that employs an event- driven long/short equity investment strategy focused on the biotechnology sector. Responsibilities
Grow and lead a best-in-class business development/investor relations department with responsibility for the full IR lifecycle: fundraising, on-boarding, and on-going engagement Proactively source new prospects, schedule calls and meetings, and prepare and track de-briefing notes and follow-ups. Periodic travel (allocator conferences, etc.) expected Create pipeline and capital activity reports for prospect and fundraising management Lead internal effort in collaboration with various teams to timely complete data requests from prospective and current investors, including RFPs, DDQs, and ad hoc requests Work closely with the front office to understand strategy, catalysts, and trade structures in order to educate and update investors on portfolio developments and performance Develop and distribute the firm’s investor presentation, performance reports, attribution analysis and other marketing materials, including investor letters and case studies Ensure compliance with internal marketing policies and regulatory requirements Maintain firm CRM database/third-party performance databases. Assist subscription and capital activity processing/data collection in collaboration with finance and legal teams Monitor sector trends and market developments to support fundraising/investor outreach Develop and document processes and procedures and identify enhancements to optimize efficiencies, adopt best practices, reduce risk, elevate investor communications and drive client relationship success Qualifications/Requirements
Bachelor’s degree Minimum 5 years employment at a financial services firm in a senior marketing/IR role Proficiency with Excel, PowerPoint, CRM systems, portfolio analysis software, portfolio attribution/investment performance measurement, and marketing regulations Superior written and verbal communication skills; exceptional attention to detail Excellent project management, organizational skills, work ethic, and integrity Customer service mindset, collaborative team-player, proactive and resourceful Ability to take direction but also work independently; willingness to take ownership of projects through completion and accept any task that will benefit a growing organization
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