West Palm Beach, FL
Salary Estimate: Confidential
Employment Type: Full Time
Work Place: Office
Experience Required: 2+ to 5 years
Education Required: 4 Year College
Benefits
Job Description
Sterling Organization is seeking a Director of Investor Relations to lead the Investor Relations team. The candidate will be integral to collaborating across departments to manage and address prospective and existing investor requests in addition to preparing, updating, and reviewing fund-related collateral and presentations. The candidate must be able to independently problem-solve, effectively communicate (verbal and written), demonstrate a high attention to detail, be highly organized and meet tight deadlines.
Responsibilities
- Quarterback the creation of marketing materials including pitchbooks, individualized presentations, and other ad-hoc analyses to support investor requests
- Coordinate and create high-quality, customized due diligence questionnaires 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
- Manage investor portal access, permissions, and the distribution of select documents and communications
- Complete various recurring reporting requirements for investors and external stakeholders
- Maintain ongoing expertise 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
Requirements
- Strong financial acumen and understanding of investment and basic accounting principles
- Bachelor's degree in finance, business, or related field
- 4+ years of relevant experience
- Extreme attention to detail and excellent communication skills (both verbal and written)
- Prior experience with Adobe InDesign and Microsoft Excel is a plus
Sterling Organization is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.
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