Investor Relations Associate

Finatal; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Finatal, a leading global private equity/private credit fund, is seeking an Investor Relations Associate in New York. You will join a close-knit team focused on investor communications, quarterly reporting, and materials preparation.

The role requires high-level finance experience, a strong academic record, and top-notch English communication skills to engage a diverse, international audience. Proficiency in Word, Excel, and PowerPoint is essential.

Qualifications

• Experience in high-level finance environments such as investment banks, consultancies, or placement agents.
• Strong university and school academic records.
• Fluent in English; able to engage diverse international audiences.
• Proficient in Word, Excel, and PowerPoint.
• Strong quantitative, qualitative, and interpersonal skills and teamwork.
• Able to work under time pressure and exceed expectations.

Responsibilities

• Support investor relations team with materials, reports, and announcements.
• Prepare investor presentations and quarterly updates.
• Attend investor calls and meetings and summarize outcomes.
• Collate industry press for senior management.
• Respond to investor analytical requests and prepare MC thought-pieces.
• Maintain CRM data and assist annual meeting materials.

Skills

Finance experience

Academic excellence

Interpersonal skills

Team player

Communication skills

Education

Strong academic performance

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Investor Relations Associate (New York),

Leading Global Private Equity/Private Credit Fund

Location: New York

WW16874

The Opportunity:

Finatal is working with a leading established global private equity fund looking for an enthusiastic individual to join the Investor Relations team. This is a unique opportunity to join a close-knit established but growing team in a fund that offers unparalleled exposure.

Responsibilities:

• Assisting the team and developing across all investor relations responsibilities, including:
• Preparation of investor presentation materials
• Assisting with quarterly reporting and transaction announcements to investors
• Attending investor calls and meetings
• Reviewing and collating relevant industry press articles for firm’s senior management
• Assisting with analytical requests from investors
• Assisting with creation of thought-pieces with members of the Management Committee
• Tracking and reporting using CRM system
• Assisting with preparation of Annual Meeting materials

Requirements:

• Experience in a high-level finance environment e.g. investment bank, consultancy, top accountancy firm, placement agent etc.
• A record of strong academic performance from university and school
• An awareness of global issues and an understanding of finance will inform the candidate’s work of communicating effectively and engagingly with a diverse, international audience, both externally and internally
• A strong set of quantitative, qualitative and interpersonal skills, and be a team player
• Professional fluency in English is mandatory
• Strong proficiency in Microsoft Word, PowerPoint and Excel is essential
• Ability to work under time pressure and exceed expectations in terms of deliverables