Product and Investor Relations Specialist
This role will support the clients infrastructure and real assets platform investing in co-investment, secondary, and primary infrastructure and real asset transactions globally.
Key Responsibilities:
* Provide support to senior specialists for infrastructure and real asset products across the entire fund lifecycle, from fund launches and capital formation to existing investor relations activities.
* Help create new content, respond to investor requests, and support investor roadshows/events.
* Maintain periodic interactions with limited partners and potential investors.
Essential Job Functions:
* Maintain and implement client service protocols to provide a high-quality, consistent investor experience.
* Compile and write content for investor communications and drafting external and internal speaking points.
* Create and maintain marketing materials, including presentations, fact cards, PPMs, investor updates, and other documents related to private investment fundraises.
* Prepare and manage existing and prospective investor requests, including responding to RFPs, DDQs, other due diligence requests, and providing updates.
* Collaborate with internal groups for responses as needed and ensure answers to clients are accurate, consistent, and appropriate.
Requirements:
* Bachelor's degree in finance, accounting, economics, or business preferred.
* 5 or more years of infrastructure and real assets or financial services experience is required.
* Investor relations, analytical, and presentation experience strongly preferred.
Preferred Knowledge, Skills, and Abilities:
* Strong sense of ethics and integrity with demonstrated ability to behave consistently with expressed values and principles of the company.
* Demonstrated ability to work effectively as part of a team with collegiality and a high level of professionalism.
* Excellent technical skills, including ability to learn and become the subject matter expert in the products to respond to investor requests.