Investor Relations Analyst - Private Markets & Communications

Vctavern; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

StepStone is seeking a detail-oriented professional to support investor communications for multiple private equity funds. You will prepare quarterly reports, market commentary, capital calls and distributions, and client communications with a focus on accuracy.

The role requires solid understanding of investment markets, strong financial writing and Excel skills; experience with pivot tables and Adobe Acrobat is a plus. A bachelor’s degree and at least one year in financial services are expected.

Qualifications

• Bachelor’s degree in finance, accounting, economics or business preferred.
• One+ year of related financial services experience required (private equity, investment banking, or planning and analysis a plus).
• Strong written and verbal communication skills (writing sample required).
• Strong Excel skills with pivot tables; experience with Adobe Acrobat
• Highly motivated individual with demonstrated initiative, independence and adaptability.
• Strong analytical and organizational skills and high attention to detail.
• Follow up skills and acute attention to accuracy are essential.

Responsibilities

• Create investor correspondence for several private equity and venture capital funds; deliverables will include detailed quarterly reports, market commentary, capital calls and distributions, as well as various ad hoc client communications.
• Obtain and review quarterly reports, financial statements, and schedules of investments (SOIs) for underlying fund investments.
• Update and utilize data models to create charts and content for various periodic and ad hoc presentations.
• Attend performance update calls and prepare summaries across an array of private equity general partner relationships.
• Utilize proprietary and external databases to prepare analyses and complete ad-hoc requests.
• Ad hoc projects (e.g., tracking private market benchmark information, updating of performance data, assisting in tracking underlying fund level capital call/distribution schedules and other administrative activities).
• Coordinate with internal departments, such as fund accounting, tax, compliance and legal related to fund communication approvals and/or investor inquiries.

Skills

Written communication

Verbal communication

Excel (pivot tables)

Attention to detail

Problem solving

Prioritization

Education

Bachelor’s degree in finance, accounting, economics or business

Tools

Adobe Acrobat

Job description

StepStone is seeking a detail-oriented professional to support investor communications for multiple private equity funds. You will prepare quarterly reports, market commentary, capital calls and distributions, and client communications with a focus on accuracy.

The role requires solid understanding of investment markets, strong financial writing and Excel skills; experience with pivot tables and Adobe Acrobat is a plus. A bachelor’s degree and at least one year in financial services are expected.