Investor Relations Associate

Dynamo Software • Watertown, MA

6d • Onsite

About The Position

Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world – Blackstone Growth and Francisco Partners, Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions. The Company’s proprietary Dynamo Accounting™ software provides easy access to all firm information from one intuitive interface, handles complex fund structures and economic arrangements, and provides best of breed reporting. Dynamo Software’s experienced team of accounting professionals offers a full range of implementation and outsourcing services tailored to each client’s needs and budget. Clients include venture, buy-out, fund of funds, SBICs, family offices and other private equity firms with assets under management ranging from under $200 million to multi-billion. Although we operate as a unified team, our Dynamo Accounting team effectively has two practices: Dynamo Accounting licensing and related implementation & support services Outsourced Accounting and Reporting Services

Requirements

• Bachelor’s degree required
• Strong communication and organizational skills
• Detail oriented with a strong commitment to customer service
• Able to multitask and prioritize workloads while maintaining high-quality standards
• Able to work independently with multiple priorities in a fast-paced environment across several teams
• A minimum of 1-3 years of professional experience
• Proficiency with Microsoft Office: Word, Excel, PowerPoint, Outlook, Adobe

Nice To Haves

• Previous experience using an Investor portal or CRM system or knowledge of private equity industries is a plus
• Hands-on experience using generative AI tools in a professional setting, or a strong interest in learning; comfortable writing clear prompts and refining output

Responsibilities

• Monitor inbound investor requests, coordinate timely responses with multiple internal teams, and facility completion of investor deliverables
• Complete recurring investor reporting request and investor questionnaires on a monthly, quarterly and annual basis
• Create investor statements and notices and post to Dynamo’s secure proprietary investor portal
• Organize and maintain all investor level data for investor relations and fund administration team to easily access and manipulate
• Gather and review pertinent investor information from investor subscription documents and update the investor portal system accordingly
• Maintain and update investor data within the investor portal to ensure accurate contact information
• Work with investor relations and operations team to enhance broad communication efforts to both existing and potential investors
• Leverage AI tools to streamline investor deliverables, while verifying all output for accuracy
• Identify opportunities to automate recurring investor relations processes, adhering to firm policies on data privacy and responsible AI use when handling confidential investor information

Benefits

• A competitive base salary, performance bonus, 401k matching, & excellent benefits.
• The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level