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Investor Relations Analyst/Associate (Closed)

Date Posted: 1/19/2021

Job #1577759
Houston, Texas

Lucas Group has been engaged by a well-performing Private Equity firm in the Houston area to identify a Investor Relations professional. This is a newly established role within their small IR Team and will be responsible for a blend of quantitative analysis and relationship management. This is an excellent opportunity to join a well-positioned firm where you will be exposed to all aspects of IR and work closely with Senior Management and the Deal Team.

Some Responsibilities Include:

  • Lead the preparation of existing and prospective investor requests
  • Creation of marketing materials, including fund presentations, PPMs, and DDQs
  • Prepare Investor communications, including quarterly and annual reports
  • Interact with Investors (in-person, phone and email)
  • Develop and maintain a central database of investor request responses to assist in the standardization of investor reporting and the drafting of investor updates
  • Strategize and prepare materials for investor meetings and marketing events
  • Maintain and update investor portal and CRM content and access
  • Support additional capital raising initiatives including leverage facilities and additional investment strategies

Experience and Qualification Requirements:

  • Bachelor's degree with excellent academic background
  • 2-5+ years of related experience, ideally within Investment Banking, Investment Management, PE Firm
  • Strong financial modeling skills
  • Flexible, team-oriented personality
  • Excellent written and verbal communication skills

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