Private Markets Investor Relations Intern

Montana Capital Partners; Baar; Vor Ort; CHF 17.000 - 23.000; Vollzeit

Zusammenfassung

Montana Capital Partners, Baar, Switzerland, seeks a Private Markets Investor Relations Intern to join the IR & Marketing team. You will gain hands-on exposure to how a leading private markets platform engages with institutional investors, supporting day-to-day fundraising, investor communications, and due diligence materials.

The role emphasizes developing marketing materials, assisting with DDQ/RfP processes, investor communications, CRM data maintenance, and market intelligence.

Qualifikationen

• Pursuing or completed bachelor’s or master’s degree in finance or related field.
• Prior internship in private markets, asset management, consulting, or related financial services.
• Strong PowerPoint and Excel skills for creating professional slides and data handling.
• Excellent written and verbal communication in English.
• Familiarity with CRM, data rooms, and MS365.

Aufgaben

• Marketing content development and maintenance: assist with investor-facing materials.
• DDQ and RfP support: help prepare and coordinate responses.
• Investor communication and events: assist with regular communications and conferences.
• Meeting preparation and CRM support: prepare briefing packs and maintain records in CRM.
• Research and market intelligence: conduct desktop research and summarize findings.

Kenntnisse

PowerPoint

Excel

Communication

English

Task management

CRM systems

Ausbildung

Finance related degree (BA/MA)

Business Administration

Economics

Marketing & Communication

Tools

CRM systems

MS365

Data rooms

Jobbeschreibung

Your tasks

As a Private Markets Investor Relations Intern, you will join our Investor Relations & Marketing team and gain first-hand exposure to how a leading private markets platform engages with its institutional investors. Working closely with the IR team, you will support the day-to-day activities that keep our investors well-informed and our fundraising processes running smoothly – from preparing investor communications and marketing materials to supporting due diligence materials and responding to request for proposals. The internship is well suited for a detail-oriented, curious, and motivated student or early career candidate with a genuine interest in private markets. You will have the opportunity to develop a strong foundation in the private markets industry and contribute meaningfully to fundraising and investor engagement initiatives.

• Marketing content development and maintenance: Take an active role in developing, updating, and refreshing investor-facing marketing materials, including pitchbooks, fund presentations, teasers, one-pagers, and fact sheets–with attention to structure, storytelling, and brand consistency
• DDQ and RfP support: Support the preparation, drafting, and coordination of DDQs and RfPs from prospective and existing investors, sourcing responses from the firm's answer library and helping maintain the DDQ/RfP content repository
• Investor communication and events: Assist with the preparation of regular investor communications (letters, update calls) and support the team around the annual investor conference and other investor events
• Meeting preparation and CRM support: Prepare briefing packs and background research ahead of investor meetings, and help maintain investor and prospect records in the CRM system, including pipeline overviews and standardized reports
• Research and market intelligence: Conduct desktop research on LPs, competitors, and secondaries market trends, and summarize findings into short briefing notes for the team

Your tasks

As a Private Markets Investor Relations Intern, you will join our Investor Relations & Marketing team and gain first-hand exposure to how a leading private markets platform engages with its institutional investors. Working closely with the IR team, you will support the day-to-day activities that keep our investors well-informed and our fundraising processes running smoothly – from preparing investor communications and marketing materials to supporting due diligence materials and responding to request for proposals. The internship is well suited for a detail-oriented, curious, and motivated student or early career candidate with a genuine interest in private markets. You will have the opportunity to develop a strong foundation in the private markets industry and contribute meaningfully to fundraising and investor engagement initiatives.

• Marketing content development and maintenance: Take an active role in developing, updating, and refreshing investor-facing marketing materials, including pitchbooks, fund presentations, teasers, one-pagers, and fact sheets–with attention to structure, storytelling, and brand consistency
• DDQ and RfP support: Support the preparation, drafting, and coordination of DDQs and RfPs from prospective and existing investors, sourcing responses from the firm's answer library and helping maintain the DDQ/RfP content repository
• Investor communication and events: Assist with the preparation of regular investor communications (letters, update calls) and support the team around the annual investor conference and other investor events
• Meeting preparation and CRM support: Prepare briefing packs and background research ahead of investor meetings, and help maintain investor and prospect records in the CRM system, including pipeline overviews and standardized reports
• Research and market intelligence: Conduct desktop research on LPs, competitors, and secondaries market trends, and summarize findings into short briefing notes for the team

Your Profile

Education

Currently pursuing or recently completed a bachelor’s or master’s degree in finance, Business Administration, Economics, Marketing & Communication, or a related field, with strong academic performance

Experience

• Prior internship experience in private markets, asset management, consulting, or a related financial services environment
• Ability to organize and progress multiple tasks in parallel,keeping trackers and deliverables up to date
• Solid PowerPoint skills for producing clean, professional slides and Excel skills for data handling and basic analysis
• Foundational understanding of finance and private markets, ideally with prior exposure to alternatives, private equity, or secondaries
• Strong written and verbal communication skills in English (additional languages a plus), with the ability to summarize information clearly
• Comfort with digital tools and databases (eg.CRM systems, data rooms, MS365)

About Us

Founded in 2011, MCP is a secondaries private equity specialist with a focus on the buyout mid-market. As part of PGIM, the USD 1.5 trillion asset management business of Prudential Financial, Inc. (NYSE: PRU), MCP leverages an extensive sourcing network across Western Europe and North America to originate and execute customized LP partnership and fund‑of‑fund transactions, as well as GP‑led solutions in the lower mid‑market. Based in Baar, Switzerland, and with an office in New York, United States, our approach involves systematically sourcing and assessing a wide array of global opportunities, selecting the most promising through data-driven analysis. For more information please visit our website: www.montana-capital-partners.eu