Investor Relations Associate - Private Equity Reporting

Madison Capital Group Holdings LLC; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Madison Capital Group Holdings LLC seeks an Investor Relations Associate to support client relationships and investor reporting across multiple funds in Charlotte, NC. You will prepare capital calls, maintain investor databases, and coordinate with investment, marketing, and asset management teams.

You will also help onboard new investors, draft offering documents with legal teams, and contribute to marketing materials while analyzing financial information to forecast conditions affecting

Qualifications

• 3+ years of relevant experience (Investor Relations, Real Estate, Accounting/Finance)
• Extremely effective communication (verbal, written and graphic) and interpersonal skills
• Previous private equity experience strong plus

Responsibilities

• Manage monthly and quarterly investor reporting
• Database administration including data record creation and ongoing data maintenance
• Preparing and reviewing investor capital call and distribution notices
• Maintain custodian relationships and requirements for fund holdings and positions
• Develop and maintain relationships with new investors to enhance portfolio relationships
• Respond to ad-hoc investor requests for information and investment analysis
• Contribute to marketing and communication projects (pitch books, fact sheets, flyers)
• Review subscription agreements and coordinate with advisors on trades
• Draft offering documents with legal and acquisition teams for timely completion
• Assist in handling Assignment of Interest and Purchase and Sale Agreements for investor accounts
• Analyze financial information to forecast conditions and inform management decisions
• Interpret data on price, yield, stability, and future trends of investments
• Design reports for senior management with financial performance and comparisons
• Coordinate with management to prepare marketing and business materials
• Track and analyze sell-side research models and maintain earnings models using public data

Skills

Investor relations

Finance

Communication

Data analysis

Reporting

Client relationships

Tools

Docusign

Microsoft Excel

PowerPoint

Word

Juniper Square

Job description

Madison Capital Group Holdings LLC seeks an Investor Relations Associate to support client relationships and investor reporting across multiple funds in Charlotte, NC. You will prepare capital calls, maintain investor databases, and coordinate with investment, marketing, and asset management teams.

You will also help onboard new investors, draft offering documents with legal teams, and contribute to marketing materials while analyzing financial information to forecast conditions affecting