Position Overview:
The Vice President, ECM Operations plays a key role in supporting Madison's Equity Capital Markets (ECM) team by coordinating investor services, fundraising operations, executive communications, marketing initiatives, and strategic business projects. This highly collaborative position serves as a central point of coordination across multiple internal teams and external partners, helping to ensure the efficient execution of investor-facing initiatives and day-to-day business operations.
The ideal candidate is highly organized, detail-oriented, and proactive, with exceptional project management and communication skills. This individual will thrive in a fast-paced environment, managing multiple priorities while maintaining a high standard of professionalism and client service.
Key Responsibilities:
- Investor Services & Operations
- Coordinate investor onboarding and ongoing servicing activities.
- Manage investor inquiries and ad hoc requests, ensuring timely and professional responses.
- Administer the investor portal and CRM system, maintaining accurate investor records and data integrity.
- Support fund administration activities and investor verification processes.
- Coordinate fundraising virtual data room (VDR) administration.
- Identify opportunities to improve operational processes and investor experience.
- Fundraising Operations
- Maintain and manage the fundraising prospect database and pipeline.
- Prepare fundraising dashboards, reports, and CRM analytics.
- Coordinate due diligence requests and fundraising materials.
- Manage coverage assignments and fundraising workflows.
- Serve as a liaison with placement agents, consultants, and distribution partners.
- Investor Events & Executive Communications
- Coordinate the planning and execution of the Annual Investor Meeting, including project management, logistics, registration, vendor coordination, agenda development, and post-event follow-up.
- Support quarterly investor webinars and virtual events, including speaker coordination, platform administration, invitations, technical rehearsals, and attendee reporting.
- Assist with LPAC meetings, investor conferences, and other client-facing events.
- Marketing & Communications
- Coordinate marketing collateral and investor communications.
- Assist with website updates, LinkedIn content, newsletters, and thought leadership initiatives.
- Coordinate conference announcements, podcasts, and media-related activities.
- Support external public relations initiatives and collaborate with marketing vendors.
- Vendor & Relationship Management
- Coordinate relationships with third-party service providers supporting investor relations, fundraising, marketing, and technology initiatives.
- Manage vendor communications, project timelines, and service deliverables.
- Assist in evaluating and implementing new vendors and technology solutions.
- Strategic Projects & Business Operations
- Support operational improvement initiatives and workflow enhancements.
- Coordinate cross-functional projects across the ECM team and other departments.
- Assist with CRM enhancements, reporting, and data governance initiatives.
- Support technology implementations and automation projects.
- Perform additional special projects and administrative support for ECM leadership as needed.
Qualified Candidates Must Possess:
- Bachelor's degree in Business, Finance, Marketing, Communications, Real Estate, or a related field.
- 8-10 years of experience in private equity, real estate, financial services, investor relations, marketing, project management, or a related professional environment.
- Exceptional organizational and project management skills with the ability to manage multiple priorities simultaneously.
- Strong written and verbal communication skills with exceptional attention to detail.
- Professional presence and the ability to interact confidently with senior executives, investors, and external partners.
- Strong analytical and problem-solving skills.
- Experience working with CRM platforms (Salesforce preferred) and Microsoft Office Suite, particularly Excel, PowerPoint, and Outlook.
- Ability to work independently while collaborating effectively across global teams.
- A proactive, service-oriented mindset with a willingness to take initiative and continuously improve processes.
- High degree of professionalism, discretion, and integrity when handling confidential information.
Compensation:
- 200,000-260,000 all-in compensation (bonus + salary)
- Robust benefits package includes 401(k), financial planning, medical, dental, vision, life, short-term and long-term disability, gym stipend, Employee Assistance Program, Friday in-office lunch stipend.
