Investor Relations Associate

Forester Capital, L.L.C.; Stamford (CT); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health coverage

401(k)

Paid time off

Job summary

Forester Capital, L.L.C. seeks an Investor Relations Associate to support senior leadership with client service and marketing. This role acts as the IR point of contact, coordinates investor communications, responds to data requests, and prepares reporting and marketing materials in a fast-paced environment.

The ideal candidate is highly organized, detail-oriented, and thrives in a client-focused setting. 2–5 years in client services, investor relations, or related financial services roles is

Qualifications

• Strong written and verbal communication skills.
• Enjoy providing excellent communication and customer service to internal and external clients.
• Be a self-starter who can prioritize tasks and follow established processes.
• Take pride in timely execution of a varied and dynamic to-do list dictated by internal and external needs.
• Be a team player with the ability to communicate and work well with all members of the organization.

Responsibilities

• Manage the firm calendar and coordinate scheduling with senior members of the team.
• Take notes during meetings with current and prospective investors and coordinate follow up.
• Prepare materials for firm events, investor meetings, and internal and external calls.
• Improve IR repeatable processes, reporting workflows, and technology tools.
• Maintain CRM systems to track investor interactions, pipelines, and communication efforts.
• Coordinate regular investor and prospective investor communications, including monthly/quarterly reports, investor letters, performance updates, calls, and meetings.
• Maintain client request log, track and coordinate timely response.
• Prepare responses to investor inquiries regarding strategy, performance, risk, liquidity, and operations.
• Support marketing efforts across the firm.
• Manage and refine prospective client pipeline.
• Identify prospective leads and add to pipeline.
• Assist in the completion of RFIs, marketing pieces and DDQs for institutional investors, consultants and prospective clients.

Skills

Communication

Organization

Time management

Self-starter

Team player

Ethical standards

Tools

CRM systems

Job description

The Investor Relations Associate will play an integral role in supporting the firm’s senior leadership by delivering high-quality client service and marketing support. This position will serve as an IR point of contact and is responsible for coordinating investor and prospective investor communications, responding to data requests, preparing reporting and marketing materials, and managing ongoing client and prospect engagement. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, client-focused environment.

Firm Description

Forester Capital, L.L.C. is an alternative investment advisor offering institutional investors access to high-quality fundamental managers through our Alternative Investment Platform. Investors participate through Forester’s advisory programs, private equity structured revenue share funds, commingled funds, direct co-investments, and capacity rights options.

The firm has a strong track record making traditional and strategic investments with seasoned, successful managers who are starting, or have recently started, their own firms. Over the years, Forester has made profits for clients investing in alternative managers including Lone Pine, Viking, Tiger Global, 12 West, Ararat, EVR and Heights Point.

The portfolios currently have strategic revenue share investments that generate significant revenue for the firm, reducing fees and adding to performance. The underlying strategic managers have generated a strong performance track record and manage over $3 Billion in total AUM.

Forester team members have deep experience in the industry at firms such as Tiger Management, Cambridge Associates and Ernst & Young.

Forester is a values-based organization committed to making a difference in the lives of our stakeholders. We are aligned around our core principles of integrity, excellence, and communicating authentically. Environmental, social, and governance (ESG) factors such as alignment, ethics, compliance, and diversity are part of our values-based approach.

Qualifications

The Ideal Candidate Should

• Value integrity and possess high ethical standards.
• Have strong written and verbal communication skills.
• Enjoy providing excellent communication and customer service to internal and external clients.
• Be a self-starter who can prioritize tasks and follow established processes.
• Take pride in timely execution of a varied and dynamic to-do list dictated by internal and external needs.
• Be a team player with the ability to communicate and work well with all members of the organization.

All Candidates Should Have

• 2-5 Years Experience in Client Services, Investor Relations, or a related role within financial services.

Responsibilities

Firmwide Client Service and Marketing

• Manage the firm calendar and coordinate scheduling with senior members of the team.
• Take notes during meetings with current and prospective investors and coordinate follow up.
• Prepare materials for firm events, investor meetings, and internal and external calls.
• Improve IR repeatable processes, reporting workflows, and technology tools.
• Maintain CRM systems to track investor interactions, pipelines, and communication efforts.

Existing Client Service, Communication and Request Management

• Coordinate regular investor and prospective investor communications, including monthly/quarterly reports, investor letters, performance updates, calls, and meetings.
• Maintain client request log, track and coordinate timely response.
• Prepare responses to investor inquiries regarding strategy, performance, risk, liquidity, and operations.

Prospective Client Pipeline, Marketing Process and Onboarding

• Support marketing efforts across the firm.
• Manage and refine prospective client pipeline.
• Identify prospective leads and add to pipeline.
• Assist in the completion of RFIs, marketing pieces and DDQs for institutional investors, consultants and prospective clients.

Compensation

• Competitive compensation package, commensurate with experience.
• Full benefits, including health coverage, 401(k), and paid time off.

Application Requirements

Forester is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.