Associate, Capital Development & Investor Relations

About the Role

We are seeking an exceptionally talented individual to join our Capital Development & Investor Relations team focusing on supporting our global client base.

Duties and Responsibilities:

• Play a key role in supporting fundraising initiatives, managing investor relationships, and driving strategic communication efforts. This individual will work closely with senior leadership to develop and execute capital-raising strategies, enhance investor engagement, and provide market intelligence to support business growth
• Assist with the development, design and updating of investor-facing marketing collateral and market/client analytics on an on-going basis, including bespoke portfolio analysis for investors
• Conduct market research and competitor analysis to identify prospective investors and fundraising opportunities
• Collaborate with internal teams (research, trading, finance, compliance) to ensure accurate and timely investor reporting
• Monitor industry trends and regulatory developments to provide insights for investor communications
• Attend client engagement with senior team members to build client relationships, document takeaways, coordinate follow-ups and continued engagement 
• Manage and develop direct client relationships with current investors and prospects
• Conduct prospecting activities, including outreach, while leverage relationships to build pipelines
• Manage the investor pipeline and provide updates to ensure accurate tracking and reporting of opportunities
• Provide coverage for senior team members as needed - hosting calls 

Experience and Skills:

• Bachelor’s degree in Finance, Economics, Business Administration, or related field; MBA or CFA designation is a plus.
• 4+ years of experience in investor relations, capital markets, investment banking, or related financial services roles.
• Strong understanding of financial statements, valuation methods, risk analytics, statistical methods, and investment analysis.
• Strong understanding of alternative investments, private markets, and fundraising strategies
• Excellent communication and interpersonal skills, with the ability to build relationships with sophisticated investors
• Excellent written and verbal communication skills with the ability to convey complex financial information clearly and concisely.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and financial modeling software.
• Be an upstream thinker, proactive problem preventer and creative solution-oriented multi-tasker 
• Thrive in a fast-paced environment 
• Ability to develop strong relationships, being always reliable and communicative to all parties 
• Demonstrate poise under pressure with impeccable attention to detail