Associate, Investor Relations jobs in United States
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Sterling Organization · 1 day ago

Associate, Investor Relations

Sterling Organization is seeking an Associate, Investor Relations to join its Investor Relations Department, supporting the project management needs of the team. The role involves collaborating across departments to address investor requests and preparing fund-related collateral and presentations.

Commercial Real EstateReal Estate InvestmentRetail

Responsibilities

Create marketing materials including pitchbooks, individualized presentations, and analyses to support investor requests
Coordinate and create high-quality, customized DDQ and RFP responses about our firm, funds, and operations
Collaborate with the Investments Team, Fund Management & Analytics Team, and Compliance Team to ensure all deliverables are prepared accurately and in line with regulatory standards
Provide timely and accurate responses to investor requests relating to statements, diligence, and capital allocation
Assist with the coordination of annual investor meetings (AGM) including planning and creation of materials
Administer investor portal access, permissions, and the distribution of select documents and communications
Complete various recurring reporting requirements for investors and external stakeholders
Maintain an ongoing understanding of each product managed by the Firm and each existing funds’ commitments, investments, and projections and effectively communicate this information with internal and external stakeholders

Qualification

Financial acumenInvestment principlesAdobe InDesignMicrosoft ExcelAttention to detailCommunication skills

Required

Bachelor's degree in finance, business, or a related field
2+ years of relevant experience
Extreme attention to detail and excellent communication skills (both verbal and written)
Strong financial acumen and understanding of investment and basic accounting principles

Preferred

Prior experience with Adobe InDesign and Microsoft Excel is a plus

Company

Sterling Organization

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Sterling Organization is a private equity firm that focuses on investing in retail, consumer fulfillment, and real estate assets markets.

Funding

Current Stage
Growth Stage

Leadership Team

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Brian Kosoy
founder, Managing Principal and Chief Executive Officer
Company data provided by crunchbase