Investment ofertas em United States

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.

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• 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

This role spans two core functions: Internal Investment Relations, External Partnerships & Sourcing, and Corporate Communications & PR Support.

• 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.

• 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.

• 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