Investor Relations Senior Associate / Vice President (New York)

Finatal; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Finatal, a leading global private equity and private credit fund, invites an experienced investor relations professional to join its New York team. This role offers ownership across investor communications, fundraising support and relationship management with a diverse international investor base.

You will produce presentations and materials, manage quarterly reporting and support investor calls, while collaborating with senior leadership and tight-knit teams to maintain data quality in the CRM

Qualifications

• Experience in investor relations, fundraising, or client-facing roles within private equity, private credit, alternatives or similar high-quality financial environments.
• Strong academic record and evidence of continued professional development.
• Understanding of private markets and global financial issues; ability to explain complex information clearly to a diverse international audience.
• Excellent quantitative, qualitative, written and interpersonal skills; ability to work with senior stakeholders.
• Professional fluency in English required.
• Advanced proficiency in Microsoft PowerPoint, Excel and Word; experience with an IR CRM is desirable.
• Ability to manage multiple priorities and deliver under time pressure.

Responsibilities

• Take ownership across investor relations responsibilities, including preparing and delivering high-quality investor presentations and fundraising materials.
• Manage quarterly reporting, transaction announcements and regular investor communications.
• Support and lead investor calls/meetings; coordinate follow-ups and timely responses.
• Monitor market developments and provide concise updates for senior management.
• Coordinate data requests from investors with investment, finance and legal teams.
• Develop investor thought leadership and communications with Management Committee input.
• Maintain accurate investor data and reporting in the CRM with data quality discipline.
• Lead coordination and preparation of Annual Meeting materials and other key investor events.

Skills

Investor relations

Communication skills

PowerPoint

Excel

Written communication

Interpersonal skills

Stakeholder management

Tools

CRM system

PowerPoint

Excel

Job description

Investor Relations Senior Associate / Vice President (New York)

Leading Global Private Credit Fund

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