Investor Relations Associate

Our firm is actively seeking an Associate to join the Investor Relations Team in Chicago directly supporting the Wealth Sales and Fundraising Teams.

• Develop and maintain strong knowledge of product offerings, industry trends, competitive landscape, and the universe of prospective and existing clients across North America
• Prepare and deliver customized client-facing materials in response to prospective and existing client requests
• Create existing and prospective client presentations, market updates, and other types of client related communications
• Ensure the timely delivery of standard and customized data & reporting requests
• Support the team with marketing efforts including RFPs and due diligence materials and day to day investor inquiries
• Supporting the onboarding and subscription process (including transfers) and engagement with third parties & administrators where appropriate
• Serve as one of the point person for the Investor Portal (access to investor portal, data entry) and CRM (Salesforce, including updating client records, tracking opportunities and recording meeting notes)

• Experience in private markets, preferably in a client-facing role.
• Strong written and verbal communication in English.
• 1-2+ years’ professional experience, ideally within wealth management or other client-facing roles
• Ability to synthesize complex information and prepare technical materials in a timely manner.
• Exceptional attention to detail, highly organized and able to prioritize and meet deadlines.
• Expert knowledge of MS Office Suite products (i.e. Excel, Powerpoint).
• Fluency with proprietary databases and software systems, including CRM database systems, ideally Salesforce.
• Graduated from a top-tier undergraduate university, ideally with a business focus.