Temporary Administrative Support & Investor Relations Coordinator
Dates
· Training: August 27-28-
· Coverage: August 31 – September 30th
Qualifications
- Professional demeanor with the ability to manage confidential information and interact with senior executives and external stakeholders. Background in financial services, private equity, investment management, investor relations, or a related field.
- Strong organizational skills with exceptional attention to detail.
- Ability to manage multiple projects and deadlines simultaneously in a fast-paced environment.
- Excellent written and verbal communication skills.
- Proficiency with the Microsoft Office Suite, especially Microsoft Office, DealCloud (CRM), MailChimp is a must. Familiarity with virtual data rooms and investor content platforms, including Anduin and DocSend, a plus.
- Experience supporting senior executives in an administrative capacity.
- Experience supporting fundraising, capital raising, or client relationship management activities.
Key Responsibilities
Executive Administrative Support
- Provide administrative support to the Head of Business Development and Head of Investor Relations.
- Manage calendars and assist with meeting scheduling and logistics.
- Coordinate domestic travel arrangements and prepare itineraries as needed.
- Prepare executive briefing materials for investor meetings, conferences, and events.
- Coordinate conference registrations and complete attendee or sponsor profiles.
CRM & Investor Data Management
- Maintain and update investor and prospect information within DealCloud.
- Build and maintain company and contact profiles, including:
- Company information
- Contact records
- Mailing list segmentation and tags
- Fundraising process details
- Investor vehicle information
Investor Reporting & Data Tracking
- Update weekly investor engagement reports using:
- Anduin Virtual Data Room (VDR) insights
- DocSend analytics
- Prepare and upload interaction files into DealCloud to capture investor engagement activity.
- Manage data room invitations and user access as needed.
- Watermark marketing materials prior to distribution.
Pay: $40.00 - $50.00 per hour
Work Location: In person
