Associate, Investor Relations

New York Life•Richmond, VA

7d•$90,000 - $120,000•Hybrid

About The Position

The Investor Relations (IR) team is responsible for serving the needs of the existing and prospective client base of Apogem Capital. The IR team member is responsible for the creation, update, and distribution of marketing and investment reporting materials relating to the firm and the firm’s investment capabilities. The IR team member will act as a product specialist with an initial focus on one or two private equity capabilities and then may rotate coverage responsibility. The IR team member is also responsible for responding to inbound custom requests from clients, as well as sales and investment professionals. This individual will be responsible for executing on an increasing number of tasks with a high level of responsiveness, timeliness, and accuracy. The IR employee will learn through shadowing other team members, taking initiative, and proactively taking on more challenging work.

Requirements

Four-year college degree in related field
One to four years’ experience preferably within the investment industry
Robust analytical, problem-solving, and organizational skills
Excellent written and verbal communication skills
Ability to multi-task and proactively manage time and workload efficiently
Strong work ethic and attention to detail
Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)

Nice To Haves

Solid understanding of investment management and private markets
Strong marketing intelligence

Responsibilities

Quickly and accurately respond to requests from external constituents including clients, consultants, placement agents, and prospective clients requiring data-related information and written material on the firm and its investment products with a focus on private credit capabilities
Update and maintain repository of presentations, data, charts, graphics, and written responses to be used for various marketing needs
Update all quarterly marketing materials and investor presentations
Prepare custom presentations for client update meetings, annual general meeting, advisory committee meetings, etc.
Ensure the firm’s data room for prospective investors is populated and remains up to date
Complete RFPs and RFIs for clients and prospects, using existing materials, synthesizing knowledge of the firm, its strategies, and competitive positioning with information about private markets trends to create a compelling submission
Work within CRM system to maintain and improve client data and information.
Track client deliverables and other projects through workflow monitoring system
Update online consultant and third-party databases and Apogem data room for prospective investors with firm and investment information
Provide support for various special projects
Work effectively with other teams including sales team, investment team, business intelligence and data team, operations, compliance, and legal