Investor Relations Associate

Clairvest Group Inc.; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

Clairvest Group Inc. is seeking an Investor Relations Associate to join our Toronto office, reporting to the Director of Investor Relations and Marketing. You will support communications, fundraising, analytics, and marketing efforts across the investor relations program.

This role offers exposure to private equity, collaboration with the investment team, and opportunities to produce high-quality materials and engage with LPs, lenders and shareholders.

Qualifications

• 2-3+ years in investor relations or related finance role.
• Bachelor's degree in Business, Finance or Accounting.
• CPA/CFA progress is an asset.
• Excellent verbal and written communication skills.
• Strong analytical and quantitative skills with attention to detail.
• Ability to manage multiple tasks in a fast-paced environment.
• Proficiency with PowerPoint and Excel; PowerBI/CRM is a plus.

Responsibilities

• Support preparation and distribution of investor materials and quarterly reports.
• Coordinate LP AGM and produce pitchbooks for prospective LPs.
• Analyze portfolio data and create investor presentations and materials.
• Support fundraising initiatives and manage LP relationships.
• Maintain marketing collateral and branding across channels (Website, LinkedIn, Mailchimp).
• Maintain CRM and industry databases; update investor reporting processes.
• Assist with special projects and events.

Skills

Investor relations

Financial analysis

Private equity

Stakeholder management

Communication skills

PowerPoint

Excel

Education

Bachelor in Business/Finance/Accounting

CPA/CFA progress a plus

Tools

PowerBI

CRM systems

Job description

Clairvest is a highly reputable mid-market Private Equity firm with >$4.5B of assets and ~50 employees. We are looking to hire an Investor Relations Associate to join our team and support our investor relations, communications, fundraising and marketing efforts. This individual would report directly to the Director of Investor Relations and Marketing and collaborate with the investment team.

This is an excellent opportunity for a high-performing professional to deepen their exposure to private equity, take on meaningful responsibility, and contribute directly to the firm’s growth and investor engagement strategy.

Overview

The Investor Relations Associate will work with the Director of Investor Relations and Marketing and play an active role in communications, supporting fundraising processes, analytics, producing high quality marketing materials and overall relationships with stakeholders of the firm (inclusive of investors - limited partners(“LPs”), lenders and shareholders). The ideal candidate will possess a keen understanding of private equity, strong analytical skills, attention to detail and exceptional communication abilities.

Key Responsibilities

Investor Communication and Reporting

• Support preparation and distribution of investor materials, including quarterly reports, capital calls, distribution notices and ad-hoc communications.
• Preparation, coordination and execution of Clairvest’s Limited Partner Annual General Meeting
• Produce pitchbooks for prospective LPs
• Collaborate with the Investment team to provide portfolio company updates

Fundraising & Investor Engagement

• Support fundraising initiatives including LP diligence requests, due diligence questionnaires and data room management
• Help manage relationships with existing and prospective LPs, ensuring a high level of satisfaction and engagement through accurate & timely reporting

Analytics and Market Insights

• Analyze portfolio performance data and support the creation of investor presentations and materials
• Conduct market and competitive landscape research to inform fundraising and communications
• Contribute to the maintenance and enhancement of the firm’s track record and performance metrics

Marketing & Branding

• Support with external marketing collateral and branding initiatives (Website, LinkedIn, Mailchimp campaigns)
• Produce marketing collateral to assist with deal marketing
• Ensure consistency and quality across all external-facing materials

Systems & Data Management

• Maintain the Company’s Limited Partner portal and CRM systems
• Manage updates to industry databases (e.g., Preqin, PitchBook)
• Improve internal processes related to investor reporting and communications

Assist with special projects and/or events

Qualifications

• 2-3+ years of experience in investor relations, financial analysis, private equity, accounting or a relevant role within the finance industry
• Undergraduate degree in Business, Finance, Accounting, or a related field preferred,
  • Progress towards or completion of CPA or CFA an asset
• Excellent verbal and written communication skills with an ability to synthesize complex information
• Strong analytical and quantitative skills with high attention to detail
• Strong interpersonal skills and ability to build and maintain relationships with stakeholders, investors and colleagues
• Demonstrated ability to take initiative and manage projects independently, with the confidence to make judgment calls and see work through to completion
• Highly organized with the ability to manage multiple tasks and deadlines in a fast-paced environment
• Team-oriented mindset with a proactive, ownership-driven approach
• Advanced skills in Microsoft PowerPoint and Microsoft Excel; experience with programs like PowerBI and Canva or CRM systems are a plus
• Early use and adoption of AI at work

Please note, our team works in person in the office at Yonge and St. Clair;

Base Compensation Range: $70,000 - $90,000 CAD + potential bonus.