Investor Relations Analyst Job at Achieve Partners, New York, NY

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  • Achieve Partners
  • New York, NY

Job Description

About Achieve Partners:

Since 2018, Achieve Partners has been investing in the future of talent and the leaders who create it. Achieve invests in tech services, healthcare services, and edtech businesses whose greatest asset is their people and whose leaders see talent differently. The firm has two unique and synergistic private equity fund strategies. The Workforce Fund partners with technology and healthcare service companies in sectors with talent shortages to unlock growth through a proprietary talent engine. The Edtech Fund invests in digital technologies that make a dramatic difference for learners of all ages.

Achieve is looking for a committed and engaging junior investor relations professional to join the growing team.

 

Job description:

- Work with SVP of Investor Relations on firm’s IR and fundraising program across two fund strategies and multiple fund and co-investment vehicles

- Update and maintain IR and fundraising and marketing materials

- Aggregate portfolio company data and analytics quarterly or for ad hoc LP requests

- Track all LP communication and information within the firm’s CRM

- Assist completion of all diligence processes for fundraises including but not limited to: due diligence questionnaires, portfolio company excels and additional bespoke LP data requests

- Manage virtual data rooms for fundraises including users and materials

- Support team in planning, logistics and presentation creation for annual meeting and advisory board

- Attend limited partner meetings and conferences

- Collaborate with investment team and work closely with CFO, compliance and operations professionals

- Assist with limited partner research and coordinate meetings

Job requirements and personal attributes: 

- Bachelor’s Degree

- 2-3 years relevant experience in private equity, investor relations, fundraising or wealth management

- Understanding of investment structures, financial reporting, and fund operations

- Exceptional communication skills, both written and verbal, with ability to distill complex investment concepts

- Polished and professional team player with optimistic mindset

- Ability to multi-task, detail oriented and remain organized across multiple projects/work streams

- Proficiency in Microsoft suite and ability to navigate CRM platform

- Eligible to work in the United States

 

Compensation and benefits:

- $90-120k plus discretionary bonus; carried interest participation in funds raised

- Medical, vision and dental healthcare in addition to 401k matching

- Hybrid work model with travel required

Job Tags

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