With Intelligence (now part of S&P Global) is a globally recognized provider of business intelligence, data, and insights within the asset management industry. We deliver high-quality, specialized business information to audiences in both alternative and traditional fund management sectors.
This position offers an exciting opportunity to support the team in building and maintaining relationships with institutional investors across the United States.
This role will involve research, data analysis, client communications, and attending investor-focused events to help facilitate connections between our organization and key market players. As an Investor Relations Associate, your insights and contributions will be pivotal in supporting the development of our client base and enhancing our outreach strategies.
Responsibilities
- Assist in the preparation of investor materials, including presentations, reports, and correspondence.
- Conduct research to identify potential investors and gather market intelligence.
- Manage participant lists, create the team’s “work-in-progress" for each event, make all agenda edits, schedule prep calls and advisory board calls, track investor engagement, and maintain the CRM database.
- Support investor communications, including follow-ups and regular updates through scheduled investor calls and face-to-face meetings for the territories they cover.
- Attend events and conferences, representing the company and engaging with prospective clients.
- Collaborate with the Investor Relations team to execute outreach initiatives and events successfully to achieve event targets.
- Stay informed on industry trends, competitor activity, and changes in investor preferences.
Requirements
- Excellent verbal and written communication skills.
- A customer-focused mindset and the desire to build relationships.
- Strong analytical skills with the ability to process and interpret data effectively.
- Ability to work collaboratively with team members and contribute to a positive team environment.
- Familiarity with CRM systems and Microsoft Office Suite (Excel, PowerPoint, Word).
- A proactive attitude with a willingness to learn and take on new challenges.
- Ability to travel as needed to attend events and meetings.
- Previous experience in finance, investor relations, or a related field is a plus but not mandatory.
- A bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred.
Benefits
- Generous PTO and "Recharge Days"
- Discretionary Bonus
- Enhanced parental leave
- Wellness Days and Incentives
- Matched 401k
- Health and Dental Plans
- Charity days
- For the full range of S&P benefits : https://spgbenefits.com/ourbenefits?country=United%20States
We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.
Top Skills
What We Do
With Intelligence provides the insight-enriched, exclusive data you need to power smarter asset raising, capital allocation and deal origination. We have been at the heart of the alternatives and private markets since 1998 and have an unparalleled network. Our data is unique, ahead-of-the-market and sourced directly from allocators and fund managers. It’s enriched with expert intelligence and actionable, forward-looking insights. And it gives you the breadth and depth on your markets, from big market trends and competitor activity, to the detail on specific companies, funds and investors. It’s designed to give you a critical advantage. And it’s only available here. Get the advantage in alternatives, With Intelligence
