Associate, Investor Relations

The Sterling Organization LLC • West Palm Beach, FL

78d

About The Position

Sterling Organization is seeking an Associate, Investor Relations to join its Investor Relations Department, supporting the project management needs of the team. The candidate will be integral to collaborating across departments to address prospective and existing investor requests, in addition to preparing, updating, and reviewing fund-related collateral and presentations. The candidate must be able to independently problem-solve, effectively communicate (verbal and written), demonstrate a high attention to detail, and meet tight deadlines.

Requirements

• Bachelor's degree in finance, business, or a related field
• 2+ years of relevant experience
• Extreme attention to detail and excellent communication skills (both verbal and written)
• Strong financial acumen and understanding of investment and basic accounting principles

Nice To Haves

• Prior experience with Adobe InDesign and Microsoft Excel

Responsibilities

• Create marketing materials including pitchbooks, individualized presentations, and analyses to support investor requests
• Coordinate and create high-quality, customized DDQ and RFP responses about our firm, funds, and operations
• Collaborate with the Investments Team, Fund Management & Analytics Team, and Compliance Team to ensure all deliverables are prepared accurately and in line with regulatory standards
• Provide timely and accurate responses to investor requests relating to statements, diligence, and capital allocation
• Assist with the coordination of annual investor meetings (AGM) including planning and creation of materials
• Administer investor portal access, permissions, and the distribution of select documents and communications
• Complete various recurring reporting requirements for investors and external stakeholders
• Maintain an ongoing understanding of each product managed by the Firm and each existing funds’ commitments, investments, and projections and effectively communicate this information with internal and external stakeholders

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree