Investor Relations & Client Services – Private Equity
Korn Ferry, west palm beach, fl, United States
Investor Relations & Client Services – Private Equity
This range is provided by Korn Ferry. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$125,000.00/yr - $225,000.00/yr
Korn Ferry has partnered with a leading private equity firm with a strong track record of delivering exceptional returns to investors.
Position Overview:
We are seeking a highly motivated and detail-oriented Investor Relations & Client Services Associate to join our team. This individual will play a critical role in managing investor communications, supporting fundraising initiatives, and enhancing the overall client experience. The ideal candidate will have a strong background in finance, excellent communication skills, and a deep understanding of private equity markets.
Key Responsibilities:
- Serve as a primary point of contact for investors, addressing inquiries and providing timely updates on fund performance and market insights.
- Assist in the preparation of investor presentations, quarterly reports, and other investor-related materials.
- Support the fundraising process by managing investor due diligence requests and maintaining CRM databases.
- Coordinate investor meetings, conferences, and events to foster strong client relationships.
- Ensure compliance with regulatory requirements and internal reporting standards related to investor relations.
- Work closely with internal teams, including finance, legal, and portfolio management, to streamline investor communications and reporting.
- Analyze industry trends, competitor activity, and investor preferences to enhance client engagement strategies.
- Manage investor documentation, subscriptions, and capital call/distribution notices.
Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 2+ years of experience in investor relations, client services, or a related role within private equity, asset management, or investment banking.
- Strong analytical skills with the ability to interpret financial data and present insights effectively.
- Excellent verbal and written communication skills, with a keen attention to detail.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM systems.
- Knowledge of SEC regulations and private equity fund structures is a plus.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Strong organizational and multitasking skills, with a client-first mindset.
SE#
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance