Investor Relations Associate/ Senior Associate

Key Responsibilities:

1. Fundraising Support and Execution:

• Assist in preparing fundraising materials, including PPMs, teasers, due diligence questionnaires, and LP presentations, ensuring accuracy and professional formatting.
• Participate in initial LP communications and meeting arrangements; prepare meeting minutes and follow-up actions.
• Maintain and update fundraising tracking sheets, assisting in managing the fundraising pipeline.

1. Investor Relationship Maintenance:

• Serve as a secondary point of contact for LPs on day-to-day matters, assisting with routine inquiries and information requests.
• Assist in preparing LP reporting, and material event notices, ensuring timely delivery and data accuracy.
• Maintain LP databases systems, company websites, ensuring all communication records are complete and traceable.
• Working alongside investment professionals for co-investment opportunities.

1. Market Intelligence & Research:

• Track global market trends, industry developments, and fundraising activities.
• Assist in identifying potential LPs, conducting preliminary background research and fit analysis.
• Monitor industry conferences and LP events, assisting the team in planning attendance.

1. Internal Coordination & Administrative Support:

• Coordinate with investment, risk, and finance teams to collate and verify data for LP reporting.
• Assist in arranging LP due diligence meetings, and other investor events.
• Manage filing and document repository for the IR department.

Requirements:

1. Education: Bachelor's degree (Second Class Upper Honours and above from a reputable university). Finance, economics, marketing, or public relations majors preferred.
2. Experience:

• 2-5 years of relevant experience at a PE/VC firm, family office, private bank, investment bank, or consulting firm.
• Experience in investor relations, fundraising support, or client relationship management is preferred.
• Basic understanding of the private equity industry and LP-GP relationship dynamics.

1. Technical Skills:

• Familiarity with basic private equity performance metrics (IRR, MOIC, TVPI, DPI).
• Excellent proficiency in PowerPoint, Excel, and Word; ability to produce high-quality presentations and data analysis tables independently.
• Strong financial analysis skills, able to read and understand financial statements.

1. Language Skills:

• Fluent in English, capable of using it as a working language for both written and verbal communication for engagements with international LPs and internal communications.
• Fluent in Mandarin Chinese is a plus, with ability to communicate smoothly with LPs from Asian background such as Mainland China and Hong Kong.

1. Personal Attributes:

• Strong execution capability: able to independently follow through on tasks and deliver on time without repeated reminders.
• Detail-oriented and meticulous: sensitive to data and details, ensuring accuracy of external materials.
• Quick learner: willing to proactively acquire industry knowledge and LP communication skills.
• Strong sense of responsibility: results oriented with focus on deliverables.
• Hands-on and pragmatic: down-to-earth, values teamwork.
• Good communication skills: able to maintain professional and appropriate communication with internal teams and external LPs.