Investor

Job Description

Job Description

Description :

The Investor Relations Associate provides relationship support by serving as a point of contact with our current investors.

The IR Associate is responsible for updating and maintaining all investor relations platforms and materials, ensuring complete accuracy and up to date information.

This person is also responsible for supporting our Investor Relations and Fundraising Team in their daily tasks and responsibilities.

Main Responsibilities :

• Manage the investors relations and fundraising team’s point of engagement with investors which includes scheduling, logistics and execution of investor calls, meetings, conferences, and road shows
• Draft responses to Due Diligence Questionnaires (DDQ) and Requests for Proposal (RFP)
• Oversee the management of the Investor Relations CRM
• Oversee the maintenance of separate fund / strategy data rooms (access and content)
• Support the planning and execution of the NewSpring Annual Meeting
• Assist with collection / handling of investor documents (PPMs, subscription documents, etc.)
• Support the planning of the annual mid-year investor update session
• Assist in content creation and presentation material for investor questions
• Track potential investors, subscription materials, and contributions
• Support fundraising activities, including the preparation of marketing materials
• Provide support to existing Limited Partner relationships
• Attend conferences and relevant meetings as needed
• Facilitates the Investor Relations Consultant process :
• Provide support as a key relationship manager to the consultant teams
• Serve as dedicated operational resource and contact for ESG
• Liaise with marketing team and help with methodical material maintenance and updates
• Assist in the creation of PPM and other offering documents
• Placement Agent provide ongoing support during active engagements
• Assist with product, or LP footprint expansion Internationally
• Strategically works with the Marketing and Business Development teams
• Provides support and oversight to any additional projects and needs that may arise from the various strategies

Requirements : Qualifications :

Qualifications :

• Superior oral, written and interpersonal communication skills
• Strong presentation and facilitation skills necessary to communicate and persuade a wide range of audiences
• A proven track record of building and harvesting relationships with internal and external audiences
• 3 to 5 years of experience in investor relations , fundraising or similar role
• Fluent in working and managing databases and CRM platforms
• Strong attention to detail and work ethic
• A team player with a great attitude
• Ability to manage one’s own schedule effectively and responsiveness to requests and ability to pivot based on the needs and priorities of both internal and external relationships
• Always looking to improve process and procedures to better serve the NewSpring ecosystem
• Extremely detail oriented with the ability to produce error-free work
• Undergraduate degree from an accredited university

About NewSpring Capital :

We foster deep and enduring relationships, hold ourselves to the highest standards, and align our goals and values with entrepreneurs, investors, and employees in pursuit of excellence.

We manage approximately $3 billion across five distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt.

NewSpring’s Core Values :

Drive for excellence

We believe in and value the significant responsibility we have as trusted stewards of investors’ capital and are relentless in our pursuit of quantifiable success.

We set high expectations, consistently challenge the status quo, and thoroughly hold ourselves accountable to preserve the quality of our work.

Act with integrity

We act with integrity and conduct ourselves ethically under all circumstances. We operate with transparency and honesty, demonstrating our credibility to our employees, investors, and portfolio companies.

Empower the entrepreneur

We are passionate in our support of entrepreneurs and their vision. We embody the entrepreneurial spirit within our organization and believe innovative, entrepreneurial thinking can change the world.

Build and value relationships

We care about the people we work with in every constituency. Relationships are the lifeblood of our business. We listen and are tactful in our approach, focused on meaningful long-term connections.

Create and uphold alignment

We see our employees, investors, and portfolio companies as one team. We have a shared purpose and goal that we know is more attainable through mutual collaboration.

We act as one firm across all strategies a whole that is greater than the sum of its parts.

Last updated : 2024-07-09