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    Investor Relations Manager - Dallas, United States - Spencer Ogden

    Spencer Ogden background
    Description


    Our client seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making.

    They were founded in 2016 and today has over $1 billion in capital commitments across 10+ investment vehicles.
    Ultimately, our client intends to apply its technology-intensive investment approach to a variety of specialist real assets verticals, including:
    Oil & Gas
    Renewables
    Specialty Real Estate (commercial, datacenters, marinas)
    Telecommunications and Technology Infrastructure
    Billboards and Fixtures
    Mining & other commodities
    Utilities
    Secondaries
    The Investor Relations and Reporting ("IR") group was formed in 2020.

    The underlying mission of the IR group is to cultivate and maintain investor confidence and belief in our client's vision, strategy, and performance through clear, consistent, and timely communication.

    It is responsible for the end-to-end ongoing relationship development and client service strategy for our client's private funds business. Additionally, IR oversees the preparation and presentation of all marketing and fundraising materials related to each respective business' funds.

    The group mainly provides support to business management and deal professionals while addressing a variety of investor relations, management reporting, and global investor relations strategies.

    The role primarily focuses on financial information, sensitivity analysis, performance related data, research and legal/regulatory matters in executing on the marketing needs of all prospective, current and closed-end funds within the Firm's asset management business.


    Responsibilities:
    CRM management of all client, LP, and placement agent relationships
    Support of all aspects of the marketing and fundraising cycle from fund concept, PPM preparation, launch, "road show" presentations, marketing, LP diligence and closing of investor capital commitments
    Leverage investment activity and valuations across all funds, including capital calls, distributions, quarterly valuations, to create bespoke investor presentations
    Handle select management reporting for the business
    Provide guidance to associates to accomplish deliverables
    Review draft marketing materials from associates
    Requirements
    Heavily support co-investment syndication requirements
    Preparing bespoke fund performance analyses
    Develop and prepare annual LP conference materials, pitch books, performance memorandums
    Complete limited partner due diligence requests and handling investor queries
    Draft presentations and memorandums for senior management
    Completing regulatory filings for the business (i.e., Form PF)
    Support broader finance and investor relations teams in dealing with new product development, existing clients and prospective investors

    Qualifications:


    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.

    Undergraduate degree in Finance, Accounting or Economics with strong An MBA, CFA, or other relevant advanced degree or certification is a plus
    5-7 years of related experience
    Personal and professional integrity of the highest order
    Strong attention to detail, strong work ethic, and a genuine passion for excellence
    Strong analytical and quantitative skills
    Ability to work in a fast-paced environment, handle multiple projects
    Highly proficient in Microsoft Office applications, reporting a plus
    Highly motivated and intelligent with ability to work effectively in a team environment, often under pressure
    Ability to "see the bigger picture" and get to the heart of issues rapidly
    Excellent interpersonal and communication skills, both written and verbal
    Experience in real assets investment management, private credit, and structured products strongly preferred
    Full compensation packages are based on candidate experience and certifications.
    Salary Range
    $150,000—$250,000 USD
    Total Compensation Range
    $187,500—$700,000 USD
    Why work with our client?
    They strive to create a workplace that is not only rewarding but also satisfying.

    We believe our employees are the driving force behind our success, and we are committed to providing them with an environment where they can thrive and reach their full potential.

    When you choose to work with us, you'll be joining a team of highly talented professionals who are passionate about what they do and dedicated to bringing technology expertise to our domain.

    We value innovation, collaboration, and a commitment to excellence, and we provide our employees with the resources and support they need to succeed.

    If you're looking for a challenging and fulfilling career, we invite you to apply.
    Benefits
    Market-competitive compensation
    Fully paid benefits (Medical, Dental and Vision)
    Fully Funded HSA (with HDHP)
    401k + Match
    Company sponsored LTD, STD, life insurance and AD&D
    Generous PTO policy
    15 company recognized holidays
    Class A offices in prime locations
    Parental Leave

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