Local Initiatives Support Corporation (LISC) · 2 days ago
Analyst, Investor Relations
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Insider Connection @Local Initiatives Support Corporation (LISC)
Responsibilities
Prepare and present pitches for new and existing investors
Develop internal and external relationships with potential investors
Work with Senior Directors to create new fund marketing content that clearly and convincingly articulates LFM’s fund offerings for pitch presentations.
Drive investment deals along with legal, marketing, and other stakeholders
Assemble due diligence information and respond to investor inquiries
Create sensitivity analysis or down-side risk analysis for financial models
Provide sales and business development support to Senior Directors
Produce quarterly reports on assets under management and fund offerings
Maintain detailed records of client communication, and business activities in our support systems (Salesforce, Box or others)
Plan and organize quarterly and annual investor events
Help implement software solutions to improve and streamline processes
Perform other duties as assigned
Qualification
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Required
Bachelor’s degree from an accredited college or university or equivalent relevant work experience
Minimum three (3) years of related work experience, preferably in finance or accounting
Expert in Microsoft PowerPoint (at least five years’ experience), Word, Excel (i.e. macros, pivot tables, v-lookup)
Excellent proofreading skills
Experience in Salesforce (at least one (1) year preferred)
Domestic travel up to 25% estimated annually
Preferred
Experience with Adobe Illustrator or InDesign, preferred
Benefits
Dental Insurance
Vision Insurance
Company
Local Initiatives Support Corporation (LISC)
With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families.
Funding
Current Stage
Growth StageTotal Funding
$27.75MKey Investors
PNC BankWashington TrustTruist Foundation
2024-03-28Grant· $20M
2024-02-29Grant· $0.03M
2024-02-14Grant· Undisclosed
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