Jun 20, 2022

INVESTOR RELATIONS ANALYST, REMOTE | $75,000 - $85,000 ANNUALLY | WORK FROM HOME

The team requires someone who is detail-oriented, with excellent communication, time management, and organization skills, with the ability to make independent decisions regarding the best way to handle and prioritize tasks. The candidate will be collaborating and working in tandem with both Capital Formation and Sales Team to ensure alignment across the teams. The candidate must have the highest integrity, respect for confidentiality, demonstrate good judgment and the ability to work well in a team. The IR Analyst is expected to be resourceful, reliable, credible and a team player.

INVESTOR RELATIONS ANALYST, REMOTE | $75,000 - $85,000 ANNUALLY | WORK FROM HOME | visajobshq.com

Responsibilities within the Capital Formation Team include but are not limited to:

SUPPORT FUNCTION

  • Coordinate schedules with external and internal participants along with logistics for investor conferences, meetings and other related events.

    • Ensure all prospect and existing-LP meetings/calls/etc. are copied to the IR team calendar (and also captured in Salesforce)

    • Ensure all prospects and existing Sales meetings/calls/etc are in Salesforce

  • Preparing weekly and monthly reports for the Capital Formation Team

  • Preparing presentations to a range of prospective clients.

  • Coordinating sales efforts with the Capital Formation Team

  • Ability to answer client questions about all Techstars products.

  • Coordinate and assist with scheduling of Annual General Meeting, LPAC meetings and other limited partner related events. Help support material creation for these events, as needed.

  • Invoices, expenses & credit card charges – review, scan, and approve invoices for Accounts Payable to process in a timely fashion.

  • Create document file storage system to improve efficiency

  • Update and maintain the data room (s)

  • Organize and maintain the Capital Formation team shared file system; organize/archive old materials and ensure current materials are present

  • Drive discipline across the entire Capital Team to ensure consistency

  • Save and share press related to Techstars to Capital Formation team, including any LP/investor-related news and allocations

MARKETING & INVESTOR RELATIONS FUNCTION

  • Marketing materials

    • Update and maintain presentations, one-pagers, due diligence questionnaires and other investor-related materials. Help create bespoke materials, as necessary. Ensure consistency and accuracy across the entire suite of materials

    • Coordinate with Finance Team to ensure timely turn-around on investor-related requests and any updated information that the Capital Formation Team may need

    • Coordinate with Legal Team for sign off

    • Facilitate distribution of investor materials

  • Collect investor and investment information and support to prepare quarterly, yearly and ad-hoc communications to investors

  • Provide organizational, analytical and logistical assistance for investor activities related to prospecting and pipelining (Preqin and other databases, as appropriate)

  • Prepare deliverables for investor calls and meetings including but not limited to:

    • Track board relationships for HNW and other high profile LPs

    • Track government-related entities

    • Dossiers and company descriptions for client meetings (gather critical data and account information for briefing materials):

    • History of Techstars relationship

    • Identify other potential touchpoints using LinkedIn, Affinity and other contact sources

    • PDF, watermark and track marketing materials and offering documents

  • Develop, update and maintain investor relations database in Salesforce

    • Add contacts (historical, new or additional) to Salesforce

    • Add events (calls, meetings, events etc. both old and new) to Salesforce

    • Add investor notes (old and new) to Salesforce. Ensure meeting and call activities/notes are posted to Salesforce in a timely fashion

    • Evaluate and track prospective investor opportunities across funds via Salesforce

    • Assist with pipeline reporting and distribute to team as needed for weekly sales meetings

    • Work with Finance team to ensure account information is updated in Salesforce

    • Ensure consistency and accuracy of information across Techstars systems

  • Assist with any ad-hoc requests including:

    • Supporting ongoing sales, investor relations, service and communications efforts

    • Working with internal stakeholders (Finance, Legal, etc.) to field any requests and coordinate meetings

Skill Requirements:

  • 2 – 5 years’ experience in a comparable support role, preferably in sales and marketing at an asset manager with private placement products

  • Working knowledge of the financial markets and asset management, preferably with some knowledge of private equity, growth equity and/or venture capital

  • Strong oral and written communication skills

  • Very organized with strong attention to detail

  • Self-starter who responds promptly to internal and external requests

  • Ability to multitask

  • Someone who can think analytically and critically to ensure high quality and efficient output without sacrificing standards

  • Working knowledge of Microsoft Office and Outlook, and Google Suite (Docs, Sheets, Slides)

  • Salesforce (or other CRM) experience a positive but not a requirement

  • A positive, “can-do”, and energetic attitude is a MUST!