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Manulife · 2 weeks ago

Associate/Senior Associate, Investor Relations Operations - Private Equity

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$72K/yr - $119K/yr

5+ years exp

Manulife is a leading international financial services provider, and they are seeking an Associate/Senior Associate for their Investor Relations Operations team in Private Equity. The role involves supporting fundraising initiatives, creating marketing materials, and coordinating with various teams to ensure effective investor relations.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Produce and maintain marketing collateral including pitchbooks, factsheets, onsite presentations, case studies, etc

Help prepare for Annual Investor Conference and other investor events by leading the creation of presentation materials

Complete requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) to support the fundraising efforts and ongoing investor monitoring

Respond to ad-hoc and recurring investor requests by utilizing product knowledge and internal information systems

Coordinate with Finance, Legal/Compliance, Investment teams and other functional support groups to ensure the timely delivery and accuracy of marketing materials and requested information from investors

Help monitor and maintain CRM databases to ensure client and prospect information is accurate and up to date

Contribute to quarterly client reporting process

Respond to internal requests for information and reporting for senior leadership reporting

Qualification

Investor RelationsMarketing Materials CreationProject ManagementAnalytical SkillsMicrosoft OfficeSalesforceSeismicQvidianCommunication SkillsTeam Collaboration

Required

5+ years of overall work experience, including relevant experience in a sales support, client-centric role, ideally at a private capital firm

Strong attention to detail and high integrity

Superior written and verbal communication skills

Ability to convey complex investment concepts clearly and concisely

Confidence and credibility when presenting ideas

Intellectual curiosity

Strong analytical and problem-solving skills

Solution oriented with the ability to balance competing priorities

Collaborative approach when working across teams and functions

Critical and proactive thinker with the ability to streamline process

Team oriented and results-driven

Proficient in Microsoft Office

Preferred

Experience with Seismic, Salesforce, and Qvidian is a plus

Benefits

Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans

Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)

Financial education and counseling resources

Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year

Full range of statutory leaves of absence