Associate/ Senior Associate, Investor Relations

Posted 20 Days Ago
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Boston, MA
Senior level
Financial Services
The Role
The Senior Associate, Investor Relations at Deerpath Capital will manage fundraising, client relations, and marketing efforts. Responsibilities include preparing investor presentations, coordinating due diligence requests, overseeing investor accounts, and leading the investor closing process. The role requires strong analytical, organizational, and interpersonal skills, and demands five years of financial services experience, with a focus on investor relations being preferred.
Summary Generated by Built In

Company Description

Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees globally.

Primary Responsibilities

The Investor Relations Associate/Senior Associate will support the Product Specialist vertical within the Investor Relations group on all aspects of fundraising, client relations and firm marketing, with key responsibilities including, but not limited to:

  • Become an expert on the firm and its history, investment strategy, products, structures and competitive landscape to respond to outstanding investor inquiries, requests and other follow-ups, ensuring timely responses
  • Manage the preparation of investor presentations, quarterly updates and other ad hoc deliverables
  • Complete investor due diligence requests and RFPs and coordinate other ad hoc requests with relevant internal teams
  • Assist with roadshow buildout and coordination as well as preparation of materials for meetings
  • Support the coverage and management of existing and prospective investor accounts
  • Manage maintenance and organization of internal CRM system
  • Assist with planning, materials and execution of Annual Limited Partner Meeting
  • Manage investor closing process
  • Manage completion of various reporting requirements
  • Research, ad hoc projects, other ongoing IR responsibilities

Desired Skills & Experience

  • Undergraduate degree with an excellent academic background
  • Minimum of 5 years of financial services-related experience, minimum of 2 years of Investor Relations experience preferred
  • Knowledge of Alternative Asset Funds, and Direct Lending in particular is strongly preferred
  • Self-motivated and proactive individual with an ability to work independently at times without a high degree of oversight
  • Ability to work with and across functional lines within the firm
  • Strong attention to detail
  • Strong analytical and quantitative skills
  • Strong written, verbal, and presentation skills
  • Strong organizational and time management skills
  • Ability to multitask, prioritize and manage multiple, parallel responsibilities and work in a fast-paced environment
  • Ability to “see the bigger picture” and get to the heart of issues rapidly
  • Results oriented, with the ability to work effectively under pressure
  • Strong work ethic and a genuine passion for excellence
  • Team player with positive attitude and pro-active approach to work
  • Strong interpersonal skills, and ability to build relationships and work with professionals around the organization
  • Excellent PowerPoint, Word and Excel skills
  • Personal and professional integrity of the highest order

NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes.

Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics.

Top Skills

Excel
PowerPoint
Word
The Company
HQ: New York, NY
84 Employees
On-site Workplace
Year Founded: 2007

What We Do

Deerpath Capital ("Deerpath"​) is a provider of flexible, cash flow-based private debt financing to lower-middle market companies across diverse industries. Deerpath typically seeks to invest between $20 million to $100 million in companies with the following characteristics:

- Revenue of $10 million to $200 million
- EBITDA of $5 million to $20 million
- Established operating history
- Financial sponsor-backed and/or owner-operated
- Strong recurring revenue and/or high visibility into future cash flow generation

Deerpath has origination offices in New York, Chicago, Fort Lauderdale, Boston and Los Angeles.

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