Job Openings Investor Relations Associate

About the job Investor Relations Associate

Job Title: Investor Relations Analyst / Investor Relations Associate

Location: Darien, CT

Our company, with over $38 billion in assets under management, is an employee-owned firm founded in 1994 to provide a full range of private asset investment strategies to sophisticated institutional investors. Our company has expanded to become a firm of more than 130 professionals with offices in Darien (CT), Dallas (TX), Zurich, Hong Kong, and Singapore. The firm invests on behalf of its sponsored-funds and separate account clients in private equity primaries, secondaries, and direct investment across private equity, credit, and real estate sectors.

Role Overview:

We are seeking an intelligent, creative, and motivated individual to join the Firms Investor Services team in Darien, CT. These roles provide a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of our business. The Analyst or Associate will work in a team-oriented environment and will interact with peers as well as with senior members of the Firms investment teams. The ideal candidate will be a self-starter possessing strong intellectual curiosity and an eagerness to learn about the Firm's businesses. Critical thinking, direct communication, clear and effective writing, and an ability to organize multiple objectives and effectively prioritize tasks are characteristics that can promote success in this role. The Analyst must be able to: (i) work independently and in group settings with minimal supervision; (ii) organize multiple tasks and manage relationships with both internal and external professionals; (iii) communicate clearly and effectively with junior and senior professionals across the Firm; (iv) ask questions and seek greater knowledge of the Firms business that may be unfamiliar; and (v) apply strong interpersonal, quantitative and technical skills effectively.

Specific responsibilities may include, but are not limited to, the following:

  • Interfacing with investors, clients and external service providers
  • Writing professional responses to investors/clients seeking answers to questions
  • Supporting senior team members in planning and preparing for investor and prospect meetings
  • Writing, editing and proofreading lengthy, detailed RFPs and RFIs
  • Editing and updating marketing materials for all fund and service offerings
  • Reading and learning to understand legal disclosure documents
  • Researching industry publications and databases to support marketing efforts
  • Creating and updating reports using the company systems
  • Performing detailed analyses on industry topics, competitors and client investment portfolios

Job Requirements:

Minimum requirements for the positions include, but are not limited to, the following:

  • Analyst will have 0-3 years relevant experience. Associate will have 2-5 years relevant experience.
  • Bachelors degree with a strong undergraduate track record
  • Exceptional written and verbal communication skills
  • Proficiency in Microsoft OfficeWord, Excel, and PowerPoint
  • Strong analytical, strategic, and problem-solving skills
  • Impeccable attention to detail
  • Ability to work under time pressure
  • Ability to interface with multiple systems to acquire needed information
  • Confidence to interact with all levels of management, both internally and externally


In addition to the above-mentioned requirements, the following are highly desired:

  • Relevant undergraduate course work, internships, and/or extracurricular activities
  • Experience with DealCloud.com or a similar CRM system
  • Special consideration will go to candidates with advanced skills in Power BI, DealCloud, SQL, VBA, or Burgiss Private i.