Investor Relations Associate

The Investor Relations Associate will play an integral role in supporting the firm’s senior leadership by delivering high-quality client service and marketing support. This position will serve as an IR point of contact and is responsible for coordinating investor and prospective investor communications, responding to data requests, preparing reporting and marketing materials, and managing ongoing client and prospect engagement. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, client-focused environment.

Forester Capital, L.L.C. is an alternative investment advisor offering institutional investors access to high-quality fundamental managers through our Alternative Investment Platform. Investors participate through Forester’s advisory programs, private equity structured revenue share funds, commingled funds, direct co-investments, and capacity rights options.

The firm has a strong track record making traditional and strategic investments with seasoned, successful managers who are starting, or have recently started, their own firms. Over the years, Forester has made profits for clients investing in alternative managers including Lone Pine, Viking, Tiger Global, 12 West, Ararat, EVR and Heights Point.

The portfolios currently have strategic revenue share investments that generate significant revenue for the firm, reducing fees and adding to performance. The underlying strategic managers have generated a strong performance track record and manage over $3 Billion in total AUM.

Forester team members have deep experience in the industry at firms such as Tiger Management, Cambridge Associates and Ernst & Young.

Forester is a values-based organization committed to making a difference in the lives of our stakeholders. We are aligned around our core principles of integrity, excellence, and communicating authentically. Environmental, social, and governance (ESG) factors such as alignment, ethics, compliance, and diversity are part of our values-based approach.

The Ideal Candidate Should

• Value integrity and possess high ethical standards.
• Have strong written and verbal communication skills.
• Enjoy providing excellent communication and customer service to internal and external clients.
• Be a self-starter who can prioritize tasks and follow established processes.
• Take pride in timely execution of a varied and dynamic to-do list dictated by internal and external needs.
• Be a team player with the ability to communicate and work well with all members of the organization.

All Candidates Should Have

• 2-5 Years Experience in Client Services, Investor Relations, or a related role within financial services.

Firmwide Client Service and Marketing

• Manage the firm calendar and coordinate scheduling with senior members of the team.
• Take notes during meetings with current and prospective investors and coordinate follow up.
• Prepare materials for firm events, investor meetings, and internal and external calls.
• Improve IR repeatable processes, reporting workflows, and technology tools.
• Maintain CRM systems to track investor interactions, pipelines, and communication efforts.

Existing Client Service, Communication and Request Management

• Coordinate regular investor and prospective investor communications, including monthly/quarterly reports, investor letters, performance updates, calls, and meetings.
• Maintain client request log, track and coordinate timely response.
• Prepare responses to investor inquiries regarding strategy, performance, risk, liquidity, and operations.

Prospective Client Pipeline, Marketing Process and Onboarding

• Support marketing efforts across the firm.
• Manage and refine prospective client pipeline.
• Identify prospective leads and add to…