Associate, Investor Relations (New York, NY)

Affinius Capital

$125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Real Estate, Marketing, English, or related field.
  • 3+ years of experience in private equity real estate or investor relations.
  • Advanced proficiency with Microsoft Office, especially Excel and PowerPoint.
  • Experience in project management.
  • Strong critical thinking skills.
  • Effective written and verbal communication skills.
  • Willingness to work onsite full-time in New York.

Responsibilities

  • Support fund launches and product development by preparing fundraising materials.
  • Partner with capital raising teams to complete investor documentation.
  • Track fundraising deliverables and deadlines to ensure readiness for launches.
  • Create, edit, and maintain investor presentations and marketing materials.
  • Serve as a central coordination point across functions for due diligence requests.
  • Prepare due diligence questionnaires and respond to investor inquiries.
  • Own execution and tracking of all due diligence items and investor requests.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • 401k retirement plan.
  • Educational and professional designation assistance.
  • Casual dress attire.
  • Discretionary Annual Bonus program eligibility.
  • Generous employee benefits packages.
Full Job Description
Job Description

As an integral member of the Global Investors Group (GIG) Investor Relations team, the Associate will playa central rolea in supporting the firm27s fundraising efforts and driving investor due diligencea through toa completion. The position focuses on project management which encompasses preparing anda maintaininga fundraising and diligence materials, managing the flow of due diligence requests, and ensuring that prospective and existing investors receivea timely,a accurate, and complete information throughout the capital-raising and closing process. This role requires outstanding communication and analytical skills, strong project management and organizational abilities, and a proven ability to work cross-functionally to deliver for investors. It is a highly visible position, interacting with C-suite leaders, Portfolio Management, Finance, Compliance, and other leaders throughout the business, as well as directly with prospective and existing investors.a

a

Essential Duties:

  • Support new and existing fund launches and product development by preparing the associated fundraising and investor materials.
  • Partner with the Investment and Global Investors Group (GIG) capital raising teams to complete investor documentation and support the subscription and closing processes.
  • Track fundraising deliverables, deadlines, and materials across active and pipeline capital raises to keep the team ready for each launch.
  • Create, edit, and maintain investor presentations and other marketing and fundraising materials to ensure timely and accurate completion.
  • Serve as the central coordination point across functions and regions, partnering closely with Compliance, Legal, Finance, Portfolio Management and Analytics, and Investment teams on fundraising materials, due diligence requests, and investor documentation.
  • Prepare due diligence questionnaires (DDQs) and respond to investor and consultant due diligence requests with accurate, complete, and timely information.
  • Own the execution and tracking of all due diligence items and investor requests through to completion, coordinating input from internal teams and following up to close open items.
  • Maintain a centralized library of standardized DDQ responses, data points, and supporting documentation to ensure consistency and efficiency across investors.
  • Assist in drafting private placement memorandums (PPMs) and other fundraising materials on an as needed basis by securing information from relevant team members, preparing responses, creating charts and exhibits, and assembling final materials.
  • Coordinate the collection and quality review of diligence materials, ensuring responses align with approved messaging and disclosure requirements.
  • Complete special projects and other investor related responsibilities as assigned.
  • Perform additional duties as assigned.
Requirements
  • Bachelor27s degree in Finance, Economics, Real Estate, Marketing, English or related field.
  • 3+ years of experience in applicable experience in private equity real estate and/or investor relations, financial/investor communications, client support or financial public relations.
  • Advanced proficiency with Microsoft Office suite, particularly in Excel and PowerPoint.a
  • Project management experience.
  • Exceptional critical thinking.
  • Effective written and verbal communication skills.a
  • Willing to work onsite full-time in the New York office.
  • Qualifications may warrant placement in different job title.

Key Competencies:

  • Ability to manage multiple, parallel responsibilities.
  • Ability to work with data.
  • Ability to work with tight delivery deadlines.
  • Ability to work independently and take initiative.a
  • Superior organizational skills and high level of attention to detail, accuracy, aptitude, poise, and maturity.a
  • Strong interpersonal abilities and possess a strong work ethic, honesty and integrity.

As required by the New York City Human Rights Law (NYCHRL), Affinius Capital is including a good faith estimate for this role with a starting annual base salary ofa $125,000. The base salary is just one component of the position27s compensation package.a Employees may also be eligible to participate in Affinius Capital27s discretionary Annual Bonus program and other employee benefit programs, subject to the specific terms and eligibility requirements of such programs.

a

At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

a

Similar Jobs

More Jobs at Affinius Capital

More Finance & Insurance Jobs

Find similar Associate, Investor Relations (New York, NY) jobs: