AVP - Investor Relations - PE Fund

1 month ago

mumbai, India Michael Page Full time
Opportunity to work in an Investor Relations role for a leading PE Fund Opportunity to work for a Global Fund

About Our Client

Our Client is a global provider and manager of alternative investments for institutional and high-net-worth private clients. They have built a global reputation for superior performance, innovation, and service. The Firm focuses on generating value through a disciplined investment approach in multiple lines of business: private equity, real estate, absolute return investments, infrastructure, credit management, and strategic capital.

Job Description

As an AVP for the Investor Relations team, your primary responsibilities will involve, among other IR related activities, the following:
Reporting and investment analysis

Prepare and / or review client reporting materials including monthly investment statements, semi-annual investment reports and any custom reporting Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems Prepare custom internal reporting including liquidity, FX hedging, investment performance, cash flow projections and pro-forma portfolios Prepare Board meeting agenda and materials and prepare / review minutes thereafter Prepare Asset Allocation Committee and Investment Committee investment recommendations and minutes


Administration

Develop and maintain discretionary mandate policies and procedures, both at a general level and client specific policies and procedures Coordinate with finance and legal & compliance to prepare internal agreements for any fee reductions, rebates or other mandate specific terms Coordinate preparation of product specific SPAs and cash transfers Prepare and submit onboarding and subscription documents for any third party funds and products Coordinate with relevant administrators for administration of client SPVs, including reporting, maintenance of corporate records and so on


Any other general administration, including queries from internal audit, legal & compliance and so on

Other support tasks

Maintain a deep understanding of the firm's product offerings, including investment philosophy, investment strategy and general portfolio constructs Prepare and coordinate responses to clients and prospect queries Take on additional responsibilities relating to discretionary mandates as the offering evolves, potentially including supporting arrangements with third party managers and banks Organize investor events Optimize usage of Salesforce and hence optimising prospecting and tracking

The Successful Applicant

4 to 8 years of investor relations experience in the financial services industry, preferably within the area of alternative investments Portfolio management experience Knowledge of fund structures and various ratios viz. Internal rate of return, Time weighted return, Investment multiple Excellent verbal and written communication skills Self-starter with an Intellectual curiosity and exceptional attention to detail Global mindset with the ability to collaborate and work with teams across different geographies Understanding of portfolio management basics, including portfolio optimisation concepts Exceptional Excel, PowerPoint and Word skills

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