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    Investor Relations Sr. Analyst - Wayne, United States - Boyd Consulting Partners

    Boyd Consulting Partners
    Boyd Consulting Partners Wayne, United States

    3 weeks ago

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    Description

    Our Client, Inverness Graham, a suburban Philadelphia based buyout ?rm that acquires innovative, high- growth businesses, seeks to recruit a Senior Analyst / Associate primarily to assist with investor relations. The successful candidate will be a key member of the team, which focuses on investor relations and fundraising for all of Inverness Grahams funds and offerings, and will help to execute activities including, but not limited to, project management, investor due diligence, investor reporting, track record analysis, and communications with investors and other stakeholders. The role will be based at Inverness Grahams office in Wayne, PA, and will interact with all parts of the ?rm and interfacedirectly with the leaders of the ?rm.

    JOB DESCRIPTION

    This role is a Senior Analyst / Associate position in investor relations within the Capital Formation function,which is responsible for capital raising, investor relations, and public relations initiatives for the ?rm. Speci?c responsibilities will include:

    Investor Relations & Reporting and Capital Raising

    • Support the team with ongoing investor relations, capital raising, and communication (e.g., quarterly letters)with prospects and existing investors; Liaise with senior team members to organize client meetings and coordinate presentation material content
    • Manage follow-up from investor meetings and due diligence sessions with prospects

    Project Management

    • Create and maintain investor presentations and due diligence materials
    • Prepare responses to investor due diligence requests (qualitative and quantitative)
    • Summarize client / prospect meetings / calls and post notes to the CRM system; update and manage contact, account and relationship information in the CRM
    • Update pipeline information in the ?rms CRM and manage investor / prospect relationship information in the ?rms CRM

    Public Relations

    Draft press releases related to ?rm and portfolio developments, as well as produce other

    marketing collateral

    Other

    • Demonstrate an understanding of the ?rms position within the strategies it offers, as well as the competitive landscape in the lower middle market; Be able to articulate the ?rms investment strategies, client base,products and investor needs, including the ?rms structure and competitive advantage in the lower middle market

    REQUIREMENTS

    • 2 to 5 years of work experience in ?nance and / or marketing roles. Experience / knowledge of private equity and / or fundraising project management is a positive. Investment banking experience is also a positive
    • Bachelors degree from leading university with strong GPA
    • Fluency with Microsoft Office (Excel and PowerPoint)
    • Experience working within a CRM database preferred but not a requirement

    Compensation & bene?ts compensation will be commensurate with experience. Inverness Graham offers a full range of bene?ts, which includes medical, dental, vision and 401(k).

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    Our Client, Inverness Graham, a suburban Philadelphia based buyout firm that acquires innovative, high- growth businesses, seeks to recruit a Senior Analyst / Associate primarily to assist with investor relations. The successful candidate will be a key member of the team, which f ...

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