Job Overview
We are seeking a highly professional and strategically minded Investment Relations & Partnerships Manager to join our family office. This hybrid role serves as a critical bridge between the family principals and the investment portfolio, while also acting externally to expand our network and source high-quality opportunities.
Note: This section preserves the original language; formatting is adjusted to meet content and accessibility standards.
Qualifications
- 4–6 years in a high-caliber financial role such as:
- Investment Banking (Analyst/Associate)
- Private Equity or Venture Capital (Investor Relations or Investing)
- Single or Multi-Family Office
- Public Relations Agency
- Institutional Asset Management (LP Relations or Client Service)
- Bachelor’s degree in Finance, Economics, or related field
- Proven exposure to private markets (PE, VC, Private Credit, Real Estate)
- Advanced financial modeling and analytical skills
- Mastery of Excel and PowerPoint
Responsibilities
This role spans two core functions: Internal Investment Relations, External Partnerships & Sourcing, and Corporate Communications & PR Support.
Investment Relations & Public Relations
- Principal Liaison: Act as the primary day-to-day contact for client principals on a variety of subjects across scopes of work
- Reporting & Insights: Produce tailored quarterly and ad-hoc consolidated reports summarizing performance, risk, and attribution across asset classes (private markets, PE, VC).
- Presentation & Materials: Develop polished presentations, memos, and dashboards for family meetings and Investment Committee reviews.
- Data Translation: Distill complex data and investment strategies from managers and internal teams into clear, accessible insights for non-financial stakeholders.
- Cross-Stakeholder Coordination: Interface with internal teams, external managers, and administrators to ensure seamless capital flow, reporting accuracy, and information management.
Corporate Communication & Partnerships
- Social Media & Digital Presence: Manage corporate LinkedIn and other social media accounts, ensuring content aligns with the family office’s brand and communications strategy.
- Executive Reporting: Prepare regular reports, updates, and briefing materials for the President under the guidance of the PR Director.
- PR & Media Support: Assist in drafting press releases, thought leadership articles, newsletters, and other communications as directed by the PR team.
- Event & External Engagements: Support PR initiatives, including webinars, panel participation, and strategic events that enhance the office’s external visibility.
- Brand Consistency: Ensure all corporate communications reflect the family office’s tone, professionalism, and strategic priorities.
- Network Development: Build and maintain a strong network across family offices, PE/VC funds, investment banks, and strategic partners.
- Deal Screening: Serve as an initial filter for investment opportunities—sourcing, screening, and prioritizing co-investments, direct deals, and fund commitments aligned with the family’s thesis.
- Relationship Management: Represent the family office in managing relationships with partners
- Market Intelligence: Gather market insights, themes, and emerging trends to inform the investment team.
Personal Attributes
- Discretion & Integrity: Deep understanding of confidentiality within a family office setting
- Exceptional Communicator: Able to simplify complex investment concepts for sophisticated, non-financial audiences
- High EQ & Professionalism: Polished presence, relationship-builder, “white-glove” service mentality
- Detail-Oriented & Organized: Produces accurate, high-quality work with discipline and rigor
- Proactive & Entrepreneurial: Self-starter comfortable in a lean, fast-moving environment