Investor Relations Associate / Principal

Full time position in Dallas, TX (remote potential)
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Job Description

Role:  Investor Relations Associate / Principal

Location:  Dallas, TX; however, remote potential for the right candidate with the expectation of travel to Dallas

Role Description:  The Investor Relations Associate / Principal will lead the firm’s IR efforts.  Reporting to the firm’s two Managing Partners, the new IR Associate will manage existing investor relationships, including reporting and providing quarterly investment updates.  This person will also manage the firm’s efforts to raise new capital across its managed funds and separate managed accounts.

 

Responsibilities:

       Institutionalize the process for continuous communications and reporting with investors.

       Lead the process for attracting new investor prospects, while concurrently managing ensuring existing investors are engaged.

       Manage the implementation of the new CRM software to assist with managing existing investor relationships in addition to prospecting new investor relationships.

       Evaluate and improve processes and systems to identify opportunities to streamline and focus current efforts to ensure operational excellence and support of overall business growth.

       Perform other activities required to achieve the company goals.

 

Qualifications:

       A bachelor’s degree is required with an advanced degree preferred.

       Ideally, experience in investor relations or marketing.

       Proven track rate of successful past experience in a similar environment.

       Data-driven leadership skills with multi-layered understanding of business economics and drivers.

       Excellent organizational, judgement and communication skills.

       Ability to work independently.