Associate, Investor Relations (New York, NY)

Affinius Capital; New York (NY); On-site; USD 112,500 - 137,500; Full time

Benefits offered by this job

Medical, dental & vision plans

401k and retirement benefits

Educational and professional support

Job summary

Affinius Capital in New York is seeking an Associate to support fundraising and investor due diligence. You will manage project workflows, prepare fundraising materials and coordinate responses across Compliance, Legal, Finance and Portfolio Management.

The role offers exposure to C-suite stakeholders and the closing process, with a base salary around $125,000 plus bonus eligibility and comprehensive benefits.

Qualifications

• Requires a Bachelor’s degree in a related field.
• 3+ years in private equity real estate or investor relations or financial communications.
• Strong Excel and PowerPoint skills and project management experience.
• Excellent written and verbal communication abilities.

Responsibilities

• Support fund launches and product development with fundraising materials.
• Coordinate investor documentation and the subscription/closing processes.
• Track deliverables and deadlines across active and pipeline raises.
• Prepare and maintain investor presentations and marketing materials.
• Coordinate with Compliance, Legal, Finance and Analytics teams.
• Prepare DDQs and respond to investor requests with timely information.
• Own the execution and tracking of due diligence items through to close.

Skills

Project management

Communication skills

Data-driven

Attention to detail

On-site work

Education

Bachelor's degree in Finance, Economics, Real Estate, Marketing, English or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Company Overview

Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.

Company Overview

Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.

Job Description

As an integral member of the Global Investors Group (GIG) Investor Relations team, the Associate will play a central role in supporting the firm’s fundraising efforts and driving investor due diligence through to completion. The position focuses on project management which encompasses preparing and maintaining fundraising and diligence materials, managing the flow of due diligence requests, and ensuring that prospective and existing investors receive timely, accurate, and complete information throughout the capital-raising and closing process. This role requires outstanding communication and analytical skills, strong project management and organizational abilities, and a proven ability to work cross-functionally to deliver for investors. It is a highly visible position, interacting with C-suite leaders, Portfolio Management, Finance, Compliance, and other leaders throughout the business, as well as directly with prospective and existing investors.

Essential Duties

• Support new and existing fund launches and product development by preparing the associated fundraising and investor materials.
• Partner with the Investment and Global Investors Group (GIG) capital raising teams to complete investor documentation and support the subscription and closing processes.
• Track fundraising deliverables, deadlines, and materials across active and pipeline capital raises to keep the team ready for each launch.
• Create, edit, and maintain investor presentations and other marketing and fundraising materials to ensure timely and accurate completion.
• Serve as the central coordination point across functions and regions, partnering closely with Compliance, Legal, Finance, Portfolio Management and Analytics, and Investment teams on fundraising materials, due diligence requests, and investor documentation.
• Prepare due diligence questionnaires (DDQs) and respond to investor and consultant due diligence requests with accurate, complete, and timely information.
• Own the execution and tracking of all due diligence items and investor requests through to completion, coordinating input from internal teams and following up to close open items.
• Maintain a centralized library of standardized DDQ responses, data points, and supporting documentation to ensure consistency and efficiency across investors.
• Assist in drafting private placement memorandums (PPMs) and other fundraising materials on an as needed basis by securing information from relevant team members, preparing responses, creating charts and exhibits, and assembling final materials.
• Coordinate the collection and quality review of diligence materials, ensuring responses align with approved messaging and disclosure requirements.
• Complete special projects and other investor related responsibilities as assigned.
• Perform additional duties as assigned.

Requirements

• Bachelor’s degree in Finance, Economics, Real Estate, Marketing, English or related field.
• 3+ years of experience in applicable experience in private equity real estate and/or investor relations, financial/investor communications, client support or financial public relations.
• Advanced proficiency with Microsoft Office suite, particularly in Excel and PowerPoint.
• Project management experience.
• Exceptional critical thinking.
• Effective written and verbal communication skills.
• Willing to work onsite full-time in the New York office.
• Qualifications may warrant placement in different job title.

Key Competencies

• Ability to manage multiple, parallel responsibilities.
• Ability to work with data.
• Ability to work with tight delivery deadlines.
• Ability to work independently and take initiative.
• Superior organizational skills and high level of attention to detail, accuracy, aptitude, poise, and maturity.
• Strong interpersonal abilities and possess a strong work ethic, honesty and integrity.

As required by the New York City Human Rights Law (NYCHRL), Affinius Capital is including a good faith estimate for this role with a starting annual base salary of $125,000. The base salary is just one component of the position’s compensation package. Employees may also be eligible to participate in Affinius Capital's discretionary Annual Bonus program and other employee benefit programs, subject to the specific terms and eligibility requirements of such programs.

Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the "CCPA"). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here .

At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.