Investor Relations Senior Associate / Vice President

Finatal; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Finatal, a leading global private equity and private credit fund, is seeking an Investor Relations Senior Associate/VP in New York. You will own investor communications, fundraising support and relationship management with a diverse international investor base, reporting to senior leadership and coordinating with finance and legal teams.

You will lead investor presentations, manage quarterly updates, and contribute to thought leadership while ensuring CRM data quality and timely responses to

Qualifications

• Experience in investor relations, fundraising, or client-facing roles in private markets.
• Clear communicator of complex financial information to international investors.
• Proven ability to manage multiple priorities under time pressure.
• Proficiency with Microsoft Office and investor CRM systems.

Responsibilities

• Take ownership across a broad range of investor relations responsibilities, including communications and reporting.
• Lead the preparation and delivery of investor presentations, fundraising materials and DD responses.
• Manage quarterly reporting, announcements and other investor communications.
• Support and lead investor calls and meetings with timely follow-up.
• Monitor market developments and produce updates for senior management.
• Maintain investor data and reporting in the CRM, ensuring data quality.
• Coordinate Annual Meeting materials and other key investor events.

Skills

IR experience

English fluency

Financial analysis

Stakeholder management

PowerPoint/Excel/Word

Education

Strong academic record

Tools

CRM software

Job description

Investor Relations Senior Associate / Vice President (New York)

Leading Global Private Equity / Private Credit Fund

Location: New York

WW16875

The Opportunity:

Finatal is working with a leading, established global private equity and private credit fund seeking an experienced investor relations professional to join its close-knit and growing team. This is an opportunity to take meaningful ownership across investor communications, reporting, fundraising support and relationship management, with significant exposure to senior leadership and a diverse international investor base.

Responsibilities:

• Taking ownership across a broad range of investor relations responsibilities, including:


• Leading the preparation and delivery of high-quality investor presentations, fundraising materials and due diligence responses


• Managing quarterly reporting, transaction announcements and other regular communications to investors


• Supporting and, where appropriate, leading investor calls and meetings, coordinating follow-up and ensuring timely responses


• Monitoring relevant market and industry developments and producing concise updates for senior management


• Managing analytical and information requests from existing and prospective investors, working closely with investment, finance and legal teams


• Developing thought leadership and investor communications in collaboration with members of the Management Committee


• Maintaining accurate investor data, pipeline activity and reporting through the CRM system, with responsibility for data quality and process discipline


• Leading the coordination and preparation of Annual Meeting materials and other key investor events

Requirements:

• Relevant investor relations, fundraising, placement agent or client-facing experience within private equity, private credit, alternatives or a similarly high-quality financial environment; candidates from investment banking, consulting or a top accountancy firm may also be considered where they have directly relevant experience


• A strong academic record and evidence of continued professional development


• A strong understanding of private markets and global financial issues, with the ability to communicate complex information clearly and engagingly to a diverse international audience


• Excellent quantitative, qualitative, written and interpersonal skills, together with the judgement and confidence to operate with senior internal and external stakeholders


• Professional fluency in English is mandatory


• Advanced proficiency in Microsoft PowerPoint, Excel and Word; experience using an investor relations CRM is highly desirable


• A proven ability to manage multiple priorities, take ownership of deliverables and maintain exceptional standards under time pressure