Investor Relations Associate
Evolution Credit Partners - boston, MA
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Evolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum.We are looking to work with an experienced Investor Relations Associate to support our Vice President of Investor Relations and our expanding investor relations needs. Prior experience may include work within a fund placement team or in-house investor relationsclient services role with an alternative investment firm. This Associate will need to have strong project management abilities, attention to detail and knowledge of private markets. Suitable candidates will have a first-class academic background combined with 3-6 years of relevant work experience. Previous exposure to private credit, private equity or other alternative investments is essential. This role is based in Boston, MA.Role Description:Support the Investor Relations team by assisting in both investor and business developmentfundraising effortsMonitor inbound investor requests, coordinate timely responses with multiple internal teams, and facility completion of investor deliverablesComplete recurring investor reporting request and investor questionnaires on a monthly, quarterly and annual basisAssist in updating marketing collateral and investor lettersIndependently manage the fundraising investor diligence requestsProvide researchanalytical support for one off investor relations projectsDraft presentations, case studies and other material for new fundsMaintain various consultant and performance databasesOrganize and maintain all investor level, fund level and firm level data for Investor Relations and Business Development team to easily access and manipulate Coordinate and create presentation materials for investor meetings, including support of client onsite visitsMaintain and update data in the CRM system to ensure accurate contact information and client coverageDevelop and enhance CRM reporting to maintain up-to-date comprehensive coverage for all relationshipsWork with Investor Relations and Marketing team to enhance broad communication efforts to both existing and potential investorsAssist with investor account onboarding including working with external legal teams and administrators to perform AML background checks and maintain organized recordsSkills, Experience and Education:Bachelor's degree required3+ years of previous experience in an investor relations role at an asset management firmStrong organizational skills, extremely detail orientedExperience handling customized reporting requests from several different investorsExperience developing marketing materials and content with an institutional asset management focusExperience manipulating large data sets with VLOOKUP, pivot tables, etc.Experience using a CRM system effectivelyAbility to independently analyze information and solve problemsProven business writing ability with excellent grammar, spelling and proofreading skillsAbility to multitask and prioritize workload in an environment of tight deadline and high-quality standardsTeam oriented with an ability to operate autonomously and collaboratively across the firmProficiency with Microsoft Office: Word, Excel, PowerPoint, OutlookKnowledge of private debt industries is a plusThe Associate will be ambitious, hardworking and a quick learner who enjoys contributing to a demanding, non-hierarchical, start-up environment and is looking to work in an active fundraising environment while also contributing to strategic efforts across the Firm.
Created: 2024-09-30