Job Details – this job has expired, please see similar jobs below
Investor Relations Associate
Privately owned and independent, Company is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
Bessemer is seeking an Associate to join the Alternative Investments Group ("AI") to work within the Alternative Investor Relations team ("IR"). This role will work closely with a wide variety of internal teams including Client Advisors, Investment Research, Finance, Tax, Marketing, Legal, Compliance, among others, to contribute towards maintaining and improving the day-to-day operations of the business.
The AI group comprises 5 teams with 20 dedicated team members: Hedge Funds, Private Equity, Real Assets, Advisory and IR. AI manages 18 funds with approximately $7.3 billion under management; $2.0 billion in hedge fund assets, $4.4 billion in private equity fund assets and $900 million of real assets, over 150 underlying private investment funds and over 5,500 client investments.
Function as point of contact for Client Advisors and investors for AI Fund related inquiries
Fulfil requests and completing documentation related to AI Funds marketing, fund raising, subscriptions, capital calls, transfers, distributions, and fund redemptions – both investment manager and investor related
Support function of coordinating and distributing client communications pertaining to investment summaries, fund performance and marketing materials as well as other general mailings
Liaise with Alternative Investments team members and internal departments (including Legal, Compliance, Finance, Tax, Mailer Desk, IT) on day-to-day business
Coordinate with underlying investment managers, internal Tax Department and Finance Department to facilitate and track the distribution of tax reporting information to investors, such as K1s and financial statements.
Monitor and maintain client records/files in accordance with compliance policies and procedures
Ability to work independently and as a team player
Positive attitude and willingness to take a pro-active, problem solving approach to work
Ability to multi task, prioritize, and work under pressure while managing tight deadlines
Self-motivated individual with a high level of attention to detail
Excellent writing skills
Demonstrated comfort with presenting in front of both small and large groups
Excellent interpersonal skills and ability to build working relationships with professionals at all levels of the organization
General knowledge and comfort level with financial concepts and financial markets
2-3 years of experience preferred
Proficiency in Microsoft Office (Word, PowerPoint and Excel)
Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
Sign up and search through 44,262 curated jobs in the Finance & Investment Edition: