Associate, Relationship Management

About BasePoint
Since 2011, BasePoint’s affiliated lending platform has funded over $20.3 billion across specialty finance. BasePoint Advisors LLC ("BPA") is a registered investment adviser that manages private funds pursuing a short‑duration, asset‑based finance strategy, aiming to generate stable income by participating in loans collateralized by specialty finance receivables in the consumer and commercial markets. BPA’s strategy draws on BasePoint’s analytical infrastructure, historical reference data, and domain expertise. As of March 31, 2026, the platform had approximately $6.8 billion outstanding, including $3.1 billion in regulatory assets under management and a direct participation business. Visit basepointgroup.com to learn more.

Position Overview
We are seeking a driven and detail‑oriented Associate to join the Investor Relations and Capital Formation Team. The role spans both the capital markets business (BasePoint Capital LLC) and the investment advisory business (BasePoint Advisors LLC) and reports to the Global Head of Capital Markets and the President of BasePoint Advisors. The team member will serve as a key contact for investors and participants, managing the onboarding lifecycle, maintaining our investor data infrastructure, and supporting capital formation activities.

Why BasePoint

Direct exposure to senior leadership within a lean, entrepreneurial 4‑person team

The firm has grown approximately $1 billion annually since 2020, with significant ongoing tailwinds to this asset class

Competitive compensation with the opportunity for long‑term career growth

Essential Responsibilities & Duties

Participant Relations and Investor Relations

Manage onboarding process for investors and participants (KYC/AML vetting, document collection, distribution of closing documents)

Administer and maintain the investor CRM: upload documents, update records, ensure data integrity across all investor files, track contributions and commitments, continuously improve the CRM system

Report to key participants on a monthly and/or quarterly basis

Capital Formation

Oversee the loan participation process and coordinate across teams (legal, tax, operations, etc.) to ensure accurate and timely execution

Assist in preparing pitch materials and updating the firm’s general marketing and diligence materials

Complete RFP and DDQ requests for current and prospective LPs, coordinating across the firm as needed

Identify new investor prospects and assist with outreach

Other

Support strategic initiatives, ad‑hoc projects, and other analyses as needed

Direct loan advisory committee process: interface with committee members, draft memos

Coordinate trade execution process

Product specialist support

Qualifications

Minimum experience of 1‑3 years in investor relations, capital markets, investment banking, financial services, or a related field

Strong proficiency in Microsoft Office Suite, particularly Excel and PowerPoint; experience with CRM platforms (e.g., Salesforce, HubSpot, or similar) strongly preferred

Demonstrated experience managing investor or client documents and data with a high degree of accuracy

Excellent verbal and written communication skills; comfortable interfacing directly with sophisticated institutional investors and across the firm

Highly organized with the ability to manage multiple concurrent priorities and meet deadlines in a fast‑paced environment

Proactive, solutions‑oriented mindset with strong attention to detail

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