Investor Relations Associate Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: The Investor Relations Associate position with a leading private equity firm in Charlotte, NC offers an exciting opportunity to manage investor relationships, analyze financial data, and support communication efforts. Responsibilities include preparing investor materials, monitoring market trends, and coordinating investor meetings. Qualifications include a Bachelor's degree, 2+ years of relevant experience, and proficiency in financial analysis and communication skills.
Job Description
Investor Relations Associate:
We are partnered with a leading private equity firm headquartered in the Charlotte, NC area with over $1B in assets under management. As a sector specialist, the firm leverages deep industry knowledge to identify unique investment opportunities. Their hands-on approach ensures that portfolio companies achieve growth and operational excellence. The firm has a proven track record of delivering exceptional returns. Led by seasoned professionals, the firm is committed to making a positive impact through strategic investments and innovative leadership. The successful candidate will play a crucial role in managing relationships with investors, analyzing financial data, and supporting strategic communication efforts. This is an opportunity to join a successful firm with a platform that offers significant long-term growth potential.
Investor Relations Associate Responsibilities:
Assist in the preparation and distribution of investor presentations, marketing materials and investor reporting. Monitor and analyze market trends, competitor activities, and industry developments. Maintain and update investor relations materials, including the company’s website and investor presentations. Coordinate and participate in investor meetings, conferences, and roadshows. Respond to investor requests and handle RFPs and DDQs. Collaborate with internal teams to ensure consistent and accurate communication to investors.
Investor Relations Associate Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field. Atleast 2 years of experience in investment banking, investor relations, financial analysis, or a related role with a buyside firm. Private Equity, Growth Equity, or Venture Capital experience strongly preferred. Strong analytical and quantitative skills, with proficiency in financial modeling and data analysis. Excellent written and verbal communication skills. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. Knowledge of financial markets and investment principles. Strong interpersonal skills and a client-focused mindset. Please apply if interested!
