Director -or- Senior Director, Investor Services (New York, NY) Full Time

As an integral member of the New York based team, the Director -or- Senior Director will support all efforts in fund launch oversight, investor relations/services, marketing materials, project management and due diligence efforts. This role requires outstanding communication and analytical skills, people management talents, as well as successful experience working cross-functionally to provide timely, accurate and appropriate information to our investors. This is a highly visible role, interacting with C-suite leaders, Portfolio Management, Finance, Compliance, and other leaders throughout the business.

Essential Duties:

• Create, edit, and maintain investor presentations, diligence materials and other marketing materials to ensure timely and accurate completion.
• Assist in drafting private placement memorandums (PPMs) and other ad hoc fundraising material – including securing information from relevant team members, preparing answers, creating charts, and assembling materials.
• Assist with new product development and creating relevant materials.
• Prepare due diligence questionnaires (DDQs) and related due diligence requests.
• Oversee the execution of due diligence items and investor requests.
• Supervise and track the distribution of minutes for product, new business, and general GIG team calls
• Work with Investment and Global Investors Group (GIG) capital raising teams to complete investor documentation and help with closing processes.
• Apply partnership skills and the ability to work both internally with teams across functions and regions and externally with existing and prospective investors in a polished and professional manner.
• Coordinate with Compliance to maintain and implement any investor reporting/marketing materials and disclosure requirements as part of being a Registered Investment Advisor with the SEC.
• Liaise with Compliance, Legal, Finance, Portfolio Management/Analytics, and Investment teams in marketing efforts, due diligence requests, etc.
• Complete special projects and other investor-related responsibilities as assigned.
• Additional duties as assigned.

Requirements

Minimum Qualifications:

• Bachelors degree from an accredited university, preferably with focus on accounting/finance
• 7- 10 years of relevant experience in private equity real estate, institutional investor relations or related fields.
• Proficiency in Excel, Word, and PowerPoint.
• Excellent attention to detail.
• Strong organizational skills.
• Self-starter; capable of developing and meeting deadlines in a fast-paced environment.
• Able to work well in a matrix organizational structure.
• Comfortable interfacing with clients when necessary.
• Previous management experience ideal
• Qualifications may warrant placement in a different job title.

Key Competencies:

• Strong work ethic, acting with honesty and integrity.
• Self-starter, resourceful, intellectually curious, and proactive.
• Superior strategic thinking and problem-solving abilities.
• Attention to detail and strong project management skills, including the ability to juggle multiple deliverables simultaneously.
• Exceptional written and verbal communication skills, including the ability to convey complex ideas simply.

Source: Affinius Capital’s Career Page

Tagged as: Life Insurance Company, REPE Firm