Senior Associate

Finatal; Toronto; On-site; CAD 85,000 - 110,000; Full time

Job summary

Finatal, a leading private equity firm focused on the global secondaries market, is seeking a Senior Associate, Investor Relations to join its Toronto-based team. You will support fundraising activities, manage investor communications and assist in delivering a best-in-class investor experience.

The role collaborates with senior leaders across marketing, business development and portfolio updates, requiring you to build credibility with institutional investors and manage multiple workstreams in

Qualifications

• 3-6 years' experience in Investor Relations, Capital Raising, Private Equity or related field.
• Bachelor's degree with strong academic record; finance/economics/business preferred.
• Strong understanding of private markets and secondaries, LP-led and GP-led structures.
• Excellent written and verbal communication, investor materials experience.

Responsibilities

• Support fundraising activities across secondaries strategies with senior IR and investment professionals.
• Manage day-to-day communications with institutional investors (pension funds, endowments, foundations, insurers, family offices).
• Prepare and maintain investor marketing materials, fund presentations, DDQs, data room content and fundraising docs.
• Coordinate investor due diligence, respond to information requests and facilitate interactions between investors and internal stakeholders.
• Assist in quarterly reports, portfolio updates, annual meetings and other investor communications.
• Maintain CRM systems and investor activity tracking to support pipeline management and fundraising analytics.
• Conduct market research on fundraising trends and developments in private markets.

Skills

Investor relations

Fundraising

Relationship management

CRM systems

Market research

Education

Bachelor's degree in finance or economics

Job description

Senior Associate, Investor Relations (Toronto)

Salary | Competitive

Location | Toronto

Overview

A leading private equity firm focused exclusively on the global secondaries market is seeking a Senior Associate, Investor Relations to join its Toronto-based team. The firm has an established track record across LP-led, GP-led and continuation vehicle transactions and is backed by a sophisticated global institutional investor base.

This is an opportunity to join a growing and highly regarded investor relations function, working closely with senior leadership across fundraising, investor communications and business development initiatives. The successful candidate will play a key role in managing existing investor relationships, supporting future fundraises and helping deliver a best-in-class investor experience.

Responsibilities

• Support the execution of fundraising activities across the firm's secondaries strategies, working closely with senior investor relations and investment professionals
• Manage day-to-day communications with existing and prospective institutional investors, including pension funds, endowments, foundations, insurance companies and family offices
• Prepare and maintain investor marketing materials, fund presentations, due diligence questionnaires, data room content and fundraising documentation
• Coordinate investor due diligence processes, responding to information requests and facilitating interactions between investors and internal stakeholders
• Assist in the preparation of quarterly reports, portfolio updates, annual meetings and other investor communications
• Maintain CRM systems and investor activity tracking while supporting pipeline management and fundraising analytics
• Conduct market research on fundraising trends, investor appetite and developments across the private markets and secondaries landscape

Requirements

• 3-6 years' experience within Investor Relations, Capital Raising, Private Equity, Private Markets Advisory, Placement Agent, Investment Banking or a related field
• Bachelor's degree with a strong academic record; finance, economics, business or a related discipline preferred
• Strong understanding of private markets and an interest in the secondaries market, including LP-led and GP-led transaction structures
• Excellent written and verbal communication skills, with experience preparing high-quality investor-facing materials
• Proven ability to manage multiple workstreams and deadlines within a fast-paced, client-focused environment
• Strong attention to detail, commercial judgement and relationship management skills
• Demonstrated ability to build credibility with institutional investors and senior internal stakeholders
• Motivated to develop a long-term career within investor relations and private markets fundraising