Chicago, IL
Salary Estimate: $75,000.00 - $100,000.00
Employment Type: Full Time
Work Place: Hybrid
Experience Required: 1+ to 2 years
Education Required: 4 Year College
Benefits
Job Description
- Assist with coordinating investor meetings and outreach efforts.
- Support preparation of materials for investor meetings and presentations.
- Coordinate and participate in roadshow meetings with prospective investors.
- Assist with logistics and preparation for the firm’s annual investor meeting and other investor events.
- Assist with development and maintenance of investor presentations and marketing materials.
- Help shape investor-facing messaging and presentation materials.
- Manage updates to the firm’s website and maintain digital marketing assets.
- Maintain and organize the firm’s marketing and image asset libraries.
- Support content creation across marketing and investor communication channels.
- Support the firm’s fundraising efforts through coordination of investor diligence materials.
- Maintain fundraising trackers and assist with monitoring progress of fundraising initiatives.
- Assist with processing investor subscriptions and coordinating related documentation.
- Support preparation of materials used during fundraising discussions and investor outreach.
- Support preparation and distribution of quarterly investor reporting materials.
- Assist with drafting investor communications and updates.
- Coordinate investor reporting deliverables and ensure timely distribution.
- Review and organize investor reporting materials and supporting documentation.
- Maintain and update the firm’s investor CRM system.
- Ensure investor contact records, account details, and investor data remain accurate and current.
- Coordinate distribution of investor communications and reporting materials.
- Support investor exposure tracking and related reporting.
- Conduct research on prospective and existing investors and competitive market research.
- Prepare investor briefing materials and dossiers in advance of investor meetings.
- Maintain internal materials summarizing investor profiles, preferences, and historical interactions.
- Assist with preparation of materials used in investor meetings and outreach.
- 1–3 years of experience in investor relations, marketing, asset management, or a related field within private equity, real estate, or financial services.
- Strong work ethic and willingness to take ownership of projects in a lean, entrepreneurial organization.
- Exceptional attention to detail and strong organizational skills.
- Client-serving mentality and solution-oriented.
- Excellent written and verbal communication skills.
- Demonstrated integrity, professionalism, and sound judgment.
- Ability to work effectively in a fast-paced, entrepreneurial environment with shifting priorities.
- Proficiency with Microsoft Office suite, particularly PowerPoint and Excel.
- Bachelor’s degree required.
- Interest in private equity real estate, institutional capital raising, and capital markets.
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