Senior Associate, Investor Relations

Investor Relations Senior Associate/Assistant Vice President

Shine Associates, LLC has retained a client to search for an Investor Relations Senior Associate/Assistant Vice President. The position will be based in Boston, MA;
Atlanta, GA; or NYC and report to the Vice President of Investor Relations.

In this role you will assist the Investor Relations Vice President, the commingled fund portfolio management teams, and various senior internal team members in preparing investor marketing materials and onboarding processes. This position offers an opportunity to gain a high‑level understanding of the firm’s strategy, operations, and investor approach.

• Work closely with acquisitions, asset management, finance, accounting, compliance, tax, and legal to compile data and insights for investor reports, questionnaires, communications, and ad‑hoc requests
• Manage the coordination of investor fund closings (open and closed‑end vehicles), including working closely with legal counsel and third‑party administrators to coordinate investor subscription documents and limited partnership agreements
  • Review and organize subscription documentation and corresponding information
  • Track and document essential information through the review of legal documentation
  • Assist in coordinating documentation with the legal team and managing correspondence with LPs
• Provide prospective and existing investor support via CRM platform
• Support fundraising efforts by working directly with senior team members to create marketing materials, including PPMs and DDQs and RFIs for current investor updates and potential investors as well as due diligence presentations
  • Provide quarterly updates to investor and consultant databases
• Assist in the creation, procurement and updating of marketing material content and design
• Maintain membership subscriptions to a number of industry networks
• Manage quarterly updates to consultant and investor databases and surveys
• Assist in preparing and reviewing content for private placement memorandum and other investment vehicle documents
• Participate in portfolio management calls
• Work closely with the Accounting team to assist in investor reporting
• Assist in maintaining firm‑level statistics to ensure consistency across internal and external facing marketing materials
• Work closely with the firm’s Marketing team to ensure brand consistency across all internal and external facing materials (reporting, website, advertising, etc)
• Analyze investment‑level data and prepare appropriate summaries
• Synthesize quantitative and/or qualitative market and economic data, perform regular research on industry trends, peers, capital markets, and develop regular communication and reporting for senior management and investors
• Participate in a range of internal projects that require assistance with written communications, data analysis, and PowerPoint presentations
• Ensure investor inquiries are completed in a timely manner and with thoughtful answers that satisfy the investor and maintain corporate / brand message
• Various special projects as requested

• Bachelor’s degree and 3‑7 years of related, post‑undergraduate experience
• Strong written and oral communication
• Proficiency in quantitative analysis
• Ability to multi‑task and prioritize time‑sensitive projects
• Organization and attention to detail
• Solid business acumen and understanding of financial terminology
• Knowledge of investor documentation, including subscription agreements and limited partnership agreements (law firm experience a plus)
• Advanced technical experience, proficient in Outlook, Excel, PowerPoint, Word
• Excellent interpersonal skills with a collaborative work style; extremely flexible, adaptable, a self‑starter with the ability to work autonomously and in a team environment
• Positive and enthusiastic demeanor with excellent customer service skills
• Ability to assess issues, gather information, solve issues, and report when necessary
• Self‑starter, intellectual curiosity, committed to continuous learning and development
• Language skills:
  Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations;
  Ability to draft business correspondence and effectively consolidate and present information to senior management

The Company offers a competitive compensation package including salary, bonus and other benefits.