Business Development and Investor Relations Associate
Business Development and Investor Relations Associate
Our client is a $50bn investment manager that specializes in private credit investments. Their Investor Relations team is looking to expand their Business Development function with a junior hire. This individual will support the business development and relationship management efforts within the U.S. institutional investor channel. If you have previous experience in a similar capacity, don't hesitate to apply!
Primary duties and responsibilities include:
- Driving new business development by supporting prospective client due diligence processes, coordinating information requests, and facilitating investor meetings.
- Managing relationship data by updating pipeline and meeting information in the CRM.
- Coordinating with internal teams, including the investment team and the product reporting team, to organize prospect and client meeting materials and tactics.
- Planning and executing roadshows and coordinating conference participation, including outreach and meeting scheduling.
- Providing exceptional client service and communication.
- Organizing quarterly and ad-hoc performance update meetings.
- Collaborating with internal teams, including Accounting, Operations, and Investor Communications, to respond to client inquiries.
- Assisting with reporting and tracking account outreach in coordination with the Planning & Operations Team.
Qualifications & Experience:
- Bachelor's degree required.
- 1-4 years of experience in a similar business development or sales support role at an alternative or traditional asset management firm.
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