Joss Search
Overview
Our client, a globally recognized investment firm, is known for its high-performing, collaborative culture and commitment to integrity, professionalism, and thoughtful growth. The firm’s New York office is a dynamic environment where team members are valued and supported. This is a fantastic opportunity to join a well-established organization in a front-facing role that offers visibility, variety, and room to grow.
Responsibilities
Planning and coordinating investor roadshows across multiple geographies
Reaching out to and liaising directly with institutional investors and analysts
Extensive calendar management for senior executives and investor meetings
Booking travel, scheduling meetings, preparing detailed itineraries, and creating comprehensive meeting prep
Tracking investor interactions and meetings using CRM systems
Organizing investor-related events including biannual investor calls, networking dinners, and the AGM
Researching and compiling background information and briefing materials for investor meetings
Monitoring and distributing relevant private equity news and market updates
Acting as the point of contact throughout each roadshow, ensuring smooth execution
Creating marketing materials, pitch books, and investor presentations
Qualifications
Polished, personable, and highly detail-oriented with a strong sense of ownership and ability to manage multiple priorities
6+ years of experience in investor relations coordination, with a proven track record of delivering exceptional investor experiences and supporting senior leadership with precision and professionalism
Bachelor’s degree in Finance, Communications, Business, or a related field
Exceptional organizational and project management skills
Strong written and verbal communication abilities
Proficiency in Microsoft Office Suite; familiarity with CRM tools and design platforms is a plus
Professional demeanor and ability to handle confidential information with discretion
Compensation & Benefits
Full-time, on-site role
Base salary: $140k + discretionary bonus
Excellent benefits package
Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together.
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Responsibilities
Planning and coordinating investor roadshows across multiple geographies
Reaching out to and liaising directly with institutional investors and analysts
Extensive calendar management for senior executives and investor meetings
Booking travel, scheduling meetings, preparing detailed itineraries, and creating comprehensive meeting prep
Tracking investor interactions and meetings using CRM systems
Organizing investor-related events including biannual investor calls, networking dinners, and the AGM
Researching and compiling background information and briefing materials for investor meetings
Monitoring and distributing relevant private equity news and market updates
Acting as the point of contact throughout each roadshow, ensuring smooth execution
Creating marketing materials, pitch books, and investor presentations
Qualifications
Polished, personable, and highly detail-oriented with a strong sense of ownership and ability to manage multiple priorities
6+ years of experience in investor relations coordination, with a proven track record of delivering exceptional investor experiences and supporting senior leadership with precision and professionalism
Bachelor’s degree in Finance, Communications, Business, or a related field
Exceptional organizational and project management skills
Strong written and verbal communication abilities
Proficiency in Microsoft Office Suite; familiarity with CRM tools and design platforms is a plus
Professional demeanor and ability to handle confidential information with discretion
Compensation & Benefits
Full-time, on-site role
Base salary: $140k + discretionary bonus
Excellent benefits package
Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together.
#J-18808-Ljbffr