Experience: Requires 1-2 years of investment banking experience. Knowledge of private investments and secondaries is beneficial.
Education: Undergraduate degree from a leading college or university (please include GPA and standardized test scores on resume)
Additional Skills: Power Point, Excel (financial analysis), Word, Client Relationship Management Systems, Google Suite
Timing: January 2027
Role Overview and Career Path
The Associate is a member of the Business Development and Investor Relations team and supports fundraising and investor relations across all of Kline Hill's strategies. The role is primarily internal-facing at the outset, with investor exposure that grows as the Associate demonstrates proficiency of the platform.
This position is a path to an external-facing role. Over time, the Associate is expected to transition into a position that directly manages relationships with existing investors and prospects, represents Kline Hill in investor meetings and fundraising processes, and owns a set of investor relationships. The Associate builds toward that role by learning Kline Hill's strategies, track record and investor base, owning core investor-facing deliverables, and progressively joining investor calls, meetings and fundraising trips. Timing of progression depends on performance and business needs.
Sample activities and responsibilities
- Draft investment and operational DDQ/RFP responses, by compiling inputs from across business lines and checking content for accuracy and consistency
- Update and maintain presentations and other marketing materials to a high standard of accuracy and polish, create new marketing materials as requested
- Assist with data initiatives, including gathering, cleaning and organizing data and preparing analysis
- Assist in preparation for the annual investor meeting, quarterly LP advisory committee meetings and quarterly market webinars, and assist in drafting of semi-annual investor update letters
- Support fundraising and investor relations efforts across the platform, including preparing prospect outreach for senior team members and tracking follow-up
- Prepare background reports and briefing materials in advance of fundraising trips and investor calls for senior team members
- Assist in monitoring and updating LP profile information within CRM system and online portals
- Assist in tracking LP commitments and transfers, and keep records and reporting up to date
- Own the investor relations email inbox: triage and respond to ad-hoc investor requests, escalating as appropriate to managers
- Manage recurring LP reporting templates by gathering portfolio data, updating recurring schedules, and coordinating cross-functional inputs from finance and deal teams
- Perform other ad-hoc duties / projects as assigned and contribute to strategic BD/IR projects as the role continues to grow and evolve
Job Skills and Abilities
- Should possess a strong work ethic, excellent analytical, organization, and project management skills, and high level of attention to detail
- Investment banking training in financial analysis and the preparation of client-ready materials, with the ability to quickly learn private markets and secondaries
- Outstanding communication skills, both written and verbal, with the professionalism and judgment to represent the firm externally over time
- Service oriented and proactive, with good interpersonal skills and a passion for developing strong relationships with existing client, prospects and internal stakeholders
- Clear interest in an external-facing career in investor relations, fundraising or capital raising
- Ability to multitask, prioritize deliverables, communicate status updates, and manage and meet tight deadlines
- Creative thinker and self-starter that will thrive in an entrepreneurial and small team environment
- Ability to work well with stakeholders across multiple internal functions and at all levels
- Strong skills in PowerPoint, Excel (including financial analysis), Word, and CRM databases, ability to easily adopt technology tools
