Principal - Investor Relations (Investment Management) Job at Coda Search│Staffing, Stamford, CT

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  • Coda Search│Staffing
  • Stamford, CT

Job Description

Job Description

Our client is a premier Private Credit Fund /Alternative Investments firm based in Stamford CT currently seeking to add a talented Principal/Team Lead to their Investor Relation/Fund Distribution Team.

This individual will be responsible for running point on both internal and external client relationships. Ideal candidate must possess superior communication skills as this role will collaborate with Firm Partners (reporting to CFO) and lead IR and Fund Marketing efforts for firm. Ideal individual will take lead role in all things; Investor Services, Marketing, Firm Communications, Client Services, and Product Development

Responsibilities

  • This role will be responsible for enhancing the firm’s efforts with regards to investor experience
  • Create marketing materials & pitch books with regards to firms investment opportunities
  • Compile market research presentations for high profile clients, with industry overviews of customers, competitors, and growth.
  • Communicate daily market-moving headlines and supply/demand dynamics to institutional investors
  • Implement and execute strategic initiatives across firm
  • Collaborate with the Investor Relations team in addressing client inquiries
  • Brief firms insitutional clientele and management team on any irregualarities with respect to investment strategy and deal continuity
  • Prepare all materials for annual investor conferences and quarterly investor calls
  • Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

  • 6+ years of Investor Relations (Private Credit/Direct Lending or similar/Investment Management) experience mandatory
  • Bachelor’s Degree from Top 50 University
  • Prior management experience strongly preferred
  • Strong proficiency in Microsoft Office, particularly Excel Modeling Formulas
  • Technical knowledge, data analytics using CRMs (Salesforce), Excel, well versed w/PowerPoint
  • Outstanding communication skills, proven ability to effectively work with all levels of Management
  • Comfortable working in a fast-paced, deadline driven dynamic environment
  • Innovative and creative thinker
  • Must be detail oriented

Job Tags

Work at office,

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