Job Description
Position Overview:
Korn Ferry has partnered with a leading Alternative Investment firm. The Senior Associate, Investor Relations will play a critical role in supporting the firm’s fundraising, investor communications, and relationship management functions. This role offers high visibility across senior leadership, investment professionals, and external stakeholders, and is ideal for a driven professional with strong analytical, communication, and project management skills.
Key Responsibilities:
Fundraising & Marketing Support
- Prepare fundraising materials, including pitch decks, PPMs, DDQs, case studies, and RFP responses.
- Assist with the execution and tracking of fundraising campaigns across private equity and credit vehicles.
- Coordinate with legal, compliance, and fund administration teams to ensure timely delivery of marketing materials.
Investor Communications & Reporting
- Draft and distribute quarterly investor letters, portfolio updates, and other communications.
- Respond to investor requests including ad-hoc data analysis, portfolio company updates, and performance metrics.
- Maintain CRM systems and ensure accurate investor records and interaction history.
Data & Analytics
- Manage fund performance models, track key IR metrics (e.g., IRR, MOIC, DPI), and produce customized analytics.
- Analyze and interpret fund and portfolio company performance to support communication with LPs.
- Coordinate with finance and investment teams to ensure consistency in performance reporting.
Relationship Management
- Support senior IR professionals in managing relationships with existing and prospective investors.
- Organize and coordinate investor meetings, roadshows, annual general meetings (AGMs), and other events.
- Help maintain a proactive investor engagement strategy, including targeted outreach and follow-ups.
Qualifications:
- Bachelor’s degree in finance, economics, business, or a related field; MBA or CFA a plus.
- 4–6 years of experience in investor relations, private equity, credit, investment banking, or a related field.
- Strong understanding of private equity and credit strategies, fund structures, and industry trends.
- Exceptional verbal and written communication skills.
- High attention to detail and excellent project management skills.
- Proficiency in Microsoft Excel and PowerPoint; experience with Salesforce or other CRMs a plus.
- Team player with the ability to work cross-functionally and under tight deadlines
SE#510753379