Coda Search│Staffing
Principal - Investor Relations (Investment Management)
Coda Search│Staffing, Stamford, Connecticut, United States, 06925
Principal - Investor Relations (Investment Management)
This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $250,000.00/yr - $350,000.00/yr
Our client is a premier Private Credit Fund /Alternative Investments firm based in Stamford CT currently seeking to add a talented Principal/Team Lead to their Investor Relation/Fund Distribution Team.
This individual will be responsible for running point on both internal and external client relationships. Ideal candidate must possess superior communication skills as this role will collaborate with Firm Partners (reporting to CFO) and lead IR and Fund Marketing efforts for firm. Ideal individual will take lead role in all things; Investor Services, Marketing, Firm Communications, Client Services, and Product Development.
Responsibilities
This role will be responsible for enhancing the firm’s efforts with regards to investor experience
Create marketing materials & pitch books with regards to firms investment opportunities
Compile market research presentations for high profile clients, with industry overviews of customers, competitors, and growth.
Communicate daily market-moving headlines and supply/demand dynamics to institutional investors
Implement and execute strategic initiatives across firm
Collaborate with the Investor Relations team in addressing client inquiries
Brief firms insitutional clientele and management team on any irregualarities with respect to investment strategy and deal continuity
Prepare all materials for annual investor conferences and quarterly investor calls
Provide various ad hoc data research and analysis as needed.
Desired Skills and Experience
6+ years of Investor Relations (Private Credit/Direct Lending or similar/Investment Management) experience mandatory
Bachelor’s Degree from Top 50 University
Prior management experience strongly preferred
Strong proficiency in Microsoft Office, particularly Excel Modeling Formulas
Technical knowledge, data analytics using CRMs (Salesforce), Excel, well versed w/PowerPoint
Outstanding communication skills, proven ability to effectively work with all levels of Management
Comfortable working in a fast-paced, deadline driven dynamic environment
Innovative and creative thinker
Must be detail oriented
Seniority level Mid-Senior level
Employment type Full-time
Job function Analyst, Business Development, and Marketing
Industries: Fundraising, Financial Services, and Advertising Services
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Base pay range $250,000.00/yr - $350,000.00/yr
Our client is a premier Private Credit Fund /Alternative Investments firm based in Stamford CT currently seeking to add a talented Principal/Team Lead to their Investor Relation/Fund Distribution Team.
This individual will be responsible for running point on both internal and external client relationships. Ideal candidate must possess superior communication skills as this role will collaborate with Firm Partners (reporting to CFO) and lead IR and Fund Marketing efforts for firm. Ideal individual will take lead role in all things; Investor Services, Marketing, Firm Communications, Client Services, and Product Development.
Responsibilities
This role will be responsible for enhancing the firm’s efforts with regards to investor experience
Create marketing materials & pitch books with regards to firms investment opportunities
Compile market research presentations for high profile clients, with industry overviews of customers, competitors, and growth.
Communicate daily market-moving headlines and supply/demand dynamics to institutional investors
Implement and execute strategic initiatives across firm
Collaborate with the Investor Relations team in addressing client inquiries
Brief firms insitutional clientele and management team on any irregualarities with respect to investment strategy and deal continuity
Prepare all materials for annual investor conferences and quarterly investor calls
Provide various ad hoc data research and analysis as needed.
Desired Skills and Experience
6+ years of Investor Relations (Private Credit/Direct Lending or similar/Investment Management) experience mandatory
Bachelor’s Degree from Top 50 University
Prior management experience strongly preferred
Strong proficiency in Microsoft Office, particularly Excel Modeling Formulas
Technical knowledge, data analytics using CRMs (Salesforce), Excel, well versed w/PowerPoint
Outstanding communication skills, proven ability to effectively work with all levels of Management
Comfortable working in a fast-paced, deadline driven dynamic environment
Innovative and creative thinker
Must be detail oriented
Seniority level Mid-Senior level
Employment type Full-time
Job function Analyst, Business Development, and Marketing
Industries: Fundraising, Financial Services, and Advertising Services
#J-18808-Ljbffr