OPPORTUNITY
The firm is seeking an Analyst to support its client service and capital formation objectives. This individual will report to the firm’s Vice President of Investor Relations. The role requires strong analytical and communication skills, attention to detail, and an interest in private markets investing. The ideal candidate is an organized, self-motivated team player who can prioritize and take ownership of multiple projects.
KEY RESPONSIBILITIES
Support and deliver on client service activities of the firm as a collaborative member of the Investor Relations team
Coordinate with various teams across the firm to prepare high-quality, timely responses to investor inquiries
Monitor and manage the investor relations email inbox
Provide support on investor diligence requests
Prepare and update presentations for capital raising activities, investor updates, and conferences
Manage the preparation and dissemination of external communication materials
Maintain the client relationship management database
Assist with client onboarding
Assist senior leadership with special projects as they arise
KEY QUALIFICATIONS
Undergraduate degree in business or finance with an excellent academic background
2+ years of relevant work experience in investor relations, investment banking, accounting, or at an asset management firm specializing in infrastructure, real estate, and/or private equity funds, or experience working with institutional investors
Progress towards a professional designation in accounting or finance (such as CPA or CFA) would be an asset, but is not required
Experience in asset management, and knowledge of infrastructure, real estate, and/or private equity would be an asset, but is not required
Self-starter and team player with positive, can-do attitude
Strong written and verbal communication skills
Detail-oriented and resourceful
Excellent organizational skills
Demonstrated competence with Microsoft Office including PowerPoint, Excel, Word and Outlook
Experience with Salesforce, DealCloud or similar CRM software
CORE COMPETENCIES
Being Authentic –Inspiring trust and being courageous.
Focusing on Performance –Being accountable and driving results.
Understanding Stakeholders – Knowing the needs of those who rely on you.
Building Effective Relationships – Collaboration and communication.
Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in.
We are committed to providing accommodation for persons with disabilities. If you require accommodation, we will work with you to meet your needs.
We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.
