CarterPierce, INC.
Investor Relations Associate - Private Equity Firm
CarterPierce, INC., Los Angeles, California, United States, 90079
JOB SUMMARY:
The firm is seeking a highly motivated, detail-oriented team player to join as an Associate in the Investor Relations group.
The
Associate, Investor Relations , this hire,
will be fully in office 5d/wk in Los Angeles (Manhattan Beach),
and will report to the Head of Investor Relations and be part of a team effort responsible for all aspects of investor relations including, but not limited to active involvement in the production of investor marketing materials and maintenance collateral such as quarterly/annual reports; advisory board and annual meeting presentations; fundraising presentations and data room materials; and bespoke requests from investors, consultants and prospects.
The candidate must have strong organizational, interpersonal, quantitative and analytical skills and must be able to autonomously manage processes while meeting timeline requirements. This is a highly analytical role, and prior experience with financial communications. The individual would have the potential opportunity to gain additional investor relations responsibilities within the firm over time.
ROLE/RESPONSIBILITIES
Preparing and ensuring accurate and timely delivery of materials for the firm’s global fundraising efforts and limited partner relationship management, including:
Marketing materials (pitch books, case studies, investment summaries)
Due diligence materials (fundraising data room materials, ad-hoc LP requests)
Quarterly letters and annual meeting materials
Bespoke investor requests that may include financial analysis, written responses, presentation creation, among other things
Maintain the firm’s website and LinkedIn
Assisting with fundraise
Manage dataroom materials and access
Work with internal teams to respond to investor requests
Assist with completing DDQ and other questionnaires
Coordinate investor onsites and plan follow-up meetings
Maintain investor and prospect trackers
Coordinating external communications and public relations efforts including press releases, email campaigns and website content
Supporting the firm’s marketing efforts through Linkedin posts, podcasts, and media
Managing the firm’s DealCloud CRM
Assisting with planning the Annual Meeting and LPAC meetings and maintaining invitee list
Conducting investor research using tools such as CapIQ, Pitchbook, and Preqin
Assisting with investor meeting follow up, including coordinating requests, drafting meeting notes, taking notes, updating the CRM, etc.
EDUCATION/EXPERIENCE
1-3 years of relevant experience in Transaction Advisory and/or Valuation within larger Accounting firms, investment banking, investor relations/client service, investment management or a related field; M&A/private equity experience valued but not required.
Bachelor’s degree in business administration, finance, accounting, economics or related field
SKILLS REQUIRED/DESIRED
Excellent communication and interpersonal skills with ability to thrive in a collaborative team structure and build strong working relationships both internally and externally
Highly motivated self-starter with the ability to set priorities, multitask and monitor own workload to meet aggressive deadlines
Sharp intellect with strong financial, analytical and technical acumen
Exceptional attention to detail, placing a high priority on accuracy and organization
Solid quantitative skills including financial analysis. Advanced Excel skills a positive
Strong writing, editing and researching skills to draft internal and external materials
Strong work ethic, professional integrity and capable of excelling in a fast-paced environment
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The firm is seeking a highly motivated, detail-oriented team player to join as an Associate in the Investor Relations group.
The
Associate, Investor Relations , this hire,
will be fully in office 5d/wk in Los Angeles (Manhattan Beach),
and will report to the Head of Investor Relations and be part of a team effort responsible for all aspects of investor relations including, but not limited to active involvement in the production of investor marketing materials and maintenance collateral such as quarterly/annual reports; advisory board and annual meeting presentations; fundraising presentations and data room materials; and bespoke requests from investors, consultants and prospects.
The candidate must have strong organizational, interpersonal, quantitative and analytical skills and must be able to autonomously manage processes while meeting timeline requirements. This is a highly analytical role, and prior experience with financial communications. The individual would have the potential opportunity to gain additional investor relations responsibilities within the firm over time.
ROLE/RESPONSIBILITIES
Preparing and ensuring accurate and timely delivery of materials for the firm’s global fundraising efforts and limited partner relationship management, including:
Marketing materials (pitch books, case studies, investment summaries)
Due diligence materials (fundraising data room materials, ad-hoc LP requests)
Quarterly letters and annual meeting materials
Bespoke investor requests that may include financial analysis, written responses, presentation creation, among other things
Maintain the firm’s website and LinkedIn
Assisting with fundraise
Manage dataroom materials and access
Work with internal teams to respond to investor requests
Assist with completing DDQ and other questionnaires
Coordinate investor onsites and plan follow-up meetings
Maintain investor and prospect trackers
Coordinating external communications and public relations efforts including press releases, email campaigns and website content
Supporting the firm’s marketing efforts through Linkedin posts, podcasts, and media
Managing the firm’s DealCloud CRM
Assisting with planning the Annual Meeting and LPAC meetings and maintaining invitee list
Conducting investor research using tools such as CapIQ, Pitchbook, and Preqin
Assisting with investor meeting follow up, including coordinating requests, drafting meeting notes, taking notes, updating the CRM, etc.
EDUCATION/EXPERIENCE
1-3 years of relevant experience in Transaction Advisory and/or Valuation within larger Accounting firms, investment banking, investor relations/client service, investment management or a related field; M&A/private equity experience valued but not required.
Bachelor’s degree in business administration, finance, accounting, economics or related field
SKILLS REQUIRED/DESIRED
Excellent communication and interpersonal skills with ability to thrive in a collaborative team structure and build strong working relationships both internally and externally
Highly motivated self-starter with the ability to set priorities, multitask and monitor own workload to meet aggressive deadlines
Sharp intellect with strong financial, analytical and technical acumen
Exceptional attention to detail, placing a high priority on accuracy and organization
Solid quantitative skills including financial analysis. Advanced Excel skills a positive
Strong writing, editing and researching skills to draft internal and external materials
Strong work ethic, professional integrity and capable of excelling in a fast-paced environment
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