Find your perfect job.

Back to Job Search Results

Investor Relations Analyst/Associate (Closed)

Date Posted: 1/19/2021

Job #1577759
Permanent
Houston, Texas
Professional

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

Similar Job Listings

Senior Real Estate Accountant

Our Client, a successful wealth management company seeks a Senior Real Estate Accountant for their Houston office. This position will be primarily responsible for managing the accounting and reporting aspects of the...

Sr. Manager - Loan Operations FLSA: Exempt

Senior Operations Manager up to $90K Lucas Group has partnered with a growing financial institution to conduct a search for a Senior Operations Manager. The ideal candidate will have 7+ years’ progressive work...

Structured Finance Analyst

Lucas Group has partnered with our client in on their search for a

Billing Analyst

Lucas Group has partnered with our client in on their search for a Billing Analyst for a fast growing company in the Renewable Energy industry. Scope of Responsibilities: Executing billing, updating payment results,...

VP-Director of FP&A

Lucas Group has partnered with our client in on their search for a Director of FP&A with responsibilities related to budgeting, forecasting and analyzing financial results by line of business and at...

Senior Accountant

Our client, a well-known Financial Services firm, has engaged Lucas Group to identify a Financial Analyst for their Corporate Accounting team. This position will be responsible for day to day operations of expenses, ME...

Senior Tax Manager

Job Description(Insert Job Description)Job Requirements(Insert Job Requirement 1)(Insert Job Requirement 2)(Insert Job Requirement 3)

Portfolio Company Controller

Lucas Group has partnered with our client in on their search for a

Internal Auditor

*Only local applicants or applicants who are willing to relocate to Houston will be be considered* The Company: Our client, a Fortune 500 global company, is looking for an Internal Auditor to join their team. ...