Investor Relations and Product Development Associate
- Recruiter
- LMA Recruitment
- Location
- England, London
- Salary
- £50000 - £60000 per annum
- Posted
- 03 Feb 2021
- Closes
- 03 Mar 2021
- Ref
- AL2462/IRDA
- Contact
- Alex Levy
- Job Title
- EA
- Industry Sector
- Banking / Finance
- Contract Type
- Contract
- Hours
- Full Time
Private Equity firm
Investor Relations & Product Development, Associate
Salary - £50,000-60,000 p.
14 month contract
London, Mayfair office
Mon- Fri (08:30- 18:00, or as required)
KEY RESPONSIBILITIES:
Supports the efforts of the Director of International Product Development & Investor Relations and additionally undertakes various IR&PD tasks in support of the global team:
Supporting the efforts of the Director of International Product Development & Investor Relations:
- The regular maintenance and tracking of investor communications using our Client Relationship Management system, including updating meeting/call notes or contact management.
- Assisting with occasional marketing, prospect identification, tracking and outreach.
- Tracking and filing of certain regulatory requirements for specific markets - Japan reverse solicitation letters; Swiss declaration forms; Canadian permitted client tracking etc.
- Proactively planning and scheduling meetings, including internal room bookings, preparation of materials (e. monthly risk slides), checking attendee participation, dial in details and AV support.
- Diary management coupled with extensive travel management - facilitating travel and conference planning with strong attention given to detailed itineraries.
- Handling corporate expense claims - including receipt management, statement filing and working with the Concur expense system.
IR&PD tasks:
- Production of monthly investor and marketing materials, including:
- Fund presentations
- Drafting certain sections of quarterly letters - such as graphs, tables, performance etc.
- Investor specific reports, ensuring necessary compliance with internal procedures where required and distribution of client requested materials; ad-hoc customized reports (e. weekly performance; AUM for certain fund due diligence requests as required).
- Completion of certain investor Due Diligence Questionnaires.
- Participation on DD meetings on an adhoc basis.
- Peer data analysis and ad hoc research on request.
- Occasional participation in client meetings, conference calls.
- Co-ordination and participation on various industry conferences and events, including material preparation and fund profile completion (MS Matrix; iConnections etc.).
- ESG focused projects - participation in ESG working group conversations where required; ESG DDQ completion; ESG research etc.
- Assisting with the monitoring of Investor Mailbox and responding to requests as appropriate (e. audit confirms).
- Occasional production and management of client events and webinars, liaising with third party vendors; coordinating invites and tracking RSVPs.
- Such other duties as the IR&PD team may from to time specify.
Other:
- Effective internal relationship management- including liaison with senior management, portfolio managers, legal teams and administrators.
- Acting as an additional point of contact for external investors/ clients and responsible for responding where required.
- Such other duties as the Company or its representatives may from to time specify.
Due to a high volume of applicants we will only consider successful candidates with the relevant skills and experience and will endeavour to respond within the next 3-5 working days.