Senior Associate - Investor Relations & Capital Raising at Umba

Job Description

As an IR Capital Raising Senior Associate, you will support our clients and investment decisions by:

• Working with Finance, Asset Management, and Investment Teams to prepare investor communications including quarterly reporting, notifications, and incoming requests/inquiry templates
• Creating financial analyses, including cash flow projections and fund-level calculations 
• Liaising with Data Analytics team to increase reporting efficiencies, standardize and validate reporting processes and data information 
• Analyzing qualitative, quantitative, and industry competitive landscape information and translate into strategic deliverables
• Providing support and oversight to capital raising activities including preparation, proofread and formatting of marketing materials, offering memorandums and flash reports for existing and new vehicles 
• Liaising with third party services providers, including legal counsel and placement agents to execute capital raising activities 
• Collaborating with business leads to prepare, proofread and format internal and external presentations
• Managing capital raising datarooms include file and contact management 
• Maintaining investor information, meeting notes, and documentation within internal CRM database and investor portal 
• Monitoring databases and research to develop and maintain investor and market intel and curate briefing materials for investor calls and meetings 
• Provide oversight for annual investor conferences and general investor meetings, including preparing presentation materials and meeting execution 

Skills And Qualifications:

• Five or more years of relevant work experience, preferably within an investor relations, fund accounting, or fund management capacity at a real estate, alternative investment, placement agent, or investment consulting firm
• Bachelor’s Degree with excellent academic credentials 
• Excellent communication skills, both written and oral
• Experience interfacing with institutional and/or retail investors 
• Ability to analyze qualitative and quantitative information and translate into strategic deliverables
• Ambitious self-starter with strong organizational skills, attention to detail, and effective time management
• Strong proficiency with MS PowerPoint, Excel, and Word
• Proficiency in Salesforce and Investran, preferred
• Strong financial modeling skills, including proficiency with investment metrics and data analysis 
• A desire to work in a fast paced, collaborative and entrepreneurial environment
• Ability to work independently and collaboratively within a team