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    Investor Relations Analyst - Aventura, United States - WM Partners LP

    WM Partners LP
    WM Partners LP Aventura, United States

    1 month ago

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    Description
    About WM Partners
    WM Partners is a middle-market private equity firm specializing in buyout investments in the health and wellness sector.

    WM Partners seeks to acquire small and medium size businesses with attractive growth prospects and generate sustainable, long-term value through its operational expertise in the health and wellness sector, and strategic business approach working in collaboration with experienced management teams.

    WM Partners is certified as a diverse-owned firm by the National Association of Investment.

    Location/Workplace
    Aventura, FL - onsite

    About the Role

    As an Investor Relations Analyst with WM Partners, you will play a pivotal role in managing relationships with our investors, providing them with timely and accurate information, and supporting fundraising efforts.

    You will focus on new fund launches, investor due diligence, onboarding and correspondence. Additionally, you will monitor and communicate the on-going performance of current portfolio companies.

    Responsibilities
    Participate in fundraising presentations and prepare investor presentations
    Support all fundraising efforts (develop fund strategy, prepare marketing materials, maintain dataroom, in addition to responsibilities below)
    Maintain investor pipeline and memorialize all interactions
    Work with the team in preparing the funds' Annual Meeting logistics and slides
    Work with IR team, Controller and fund administrator on developing quarterly and annual reports and any additional reporting of investment and portfolio performance
    Help further develop the firm's marketing strategy and firm's presence in the marketplace (ad hoc work with Director of Marketing)
    Take lead on industry and competitive market research
    Respond in a timely and professional manner to investors' due diligence questions and reporting requests (ie: questionnaires, quarterly portfolio company stats, fund performance, etc)

    Maintain up to date the funds' performance in PE platforms ie:
    Pitchbook, Preqin, Stepstone benchmarks
    Diligence investors prior to meetings
    Financial modeling
    Work with deal team to monitor the on-going performance of portfolio company investments to be able to communicate to investors

    Requirements
    Bachelor's degree in Finance, Business, Economics, or related field
    1-2 years of relevant experience including asset management, private banking, investment banking, capital markets, private equity, hedge funds
    Strong undergraduate track record from a top institution
    Strong presentation & PowerPoint skills
    Strong research skills and ability to create industry and competitive analyses
    Financial and excel modeling experience
    Strong written and oral communication skills; bilingual in English and Spanish highly desired
    Ability to juggle and prioritize multiple projects at one time
    Interested in/passion for working with investors
    Exceptional attention to detail; process information with speed and accuracy
    Highly motivated team player with a desire to work in a flat organizational environment
    Flexible and adaptable personal style with innate curiosity
    High level of maturity and sound judgment
    Desire to help build a global franchise


    WMP offers a comprehensive benefit package which includes medical, dental and vision plans, paid time off, 401(k) match, a wellness reimbursement and more.


    Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

    WM Partners is proud to be an Equal Employment Opportunity employer.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability status, age, sexual orientation, gender identity and expression, marital status or any other legally protected factor.

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