Investor Relations Associate
Apply by February 1, 2025
Location: This is an in-person role at Closed Loop Partners’ office in midtown Manhattan.
Salary Range: $115,000 – $135,000 salary + discretionary bonus (Commensurate with experience)
Target Start: March 1, 2025
Closed Loop Capital Management
Closed Loop Partners is dedicated to building the circular economy. The firm is comprised of three key businesses that create a platform for systems change: an innovation center, the Center for the Circular Economy, an investment group, Closed Loop Capital Management, and an operating group, Closed Loop Builders. Closed Loop Capital Management manages venture capital, mid-market buyout private equity and catalytic private credit investment strategies on behalf of global corporations, financial institutions and family offices. To date, Closed Loop Capital Management has over $550 million of assets under management. Our team has made over 85 investments ranging from emerging innovations to established businesses. Focused on developed markets, Closed Loop Capital Management is designed to identify and accelerate circular solutions at different points within their growth, transitioning the economic system toward the efficiencies of circularity.
Closed Loop Partners is based in New York City and is a registered B Corp. www.closedlooppartners.com
Role
The Investor Relations Associate will report to the Director of Investor Relations for the firm’s Closed Loop Capital Management business. This role will work directly with all of the company’s current and prospective institutional, corporate, and family office investors (limited partners, or LPs) and will be responsible for capital formation, business development, ongoing relationship management and investor communications. This team member’s responsibilities around fundraising, investor communications, reporting and fund administration across the firm’s funds will require strong collaboration skills to work with team members across all functions of the firm including venture capital, private credit, catalytic capital, and buyout private equity investment teams, investor relations, corporate partnerships, communications, fund finance, impact measurement and management, legal and compliance.
The position presents the opportunity for a professional who has worked previously in an investment banking, investor relations role with capital formation and deal execution experience, strong modeling and presentation skills, excellent professional communication abilities, project management strengths, and exceptional attention to detail to work in a fast-paced environment within a rapidly growing company.
Responsibilities
- Build and maintain investor trust and overall satisfaction in our service delivery, anticipating their ongoing needs
- Support relationship management of current and prospective investors, including ongoing enhancements and maintenance to client information databases
- Pipeline management and fundraising execution through the fund formation or deal lifecycle
- Respond to client inquiries in a timely manner, in accordance with internal procedures
- Design, produce and maintain investment strategy overviews and marketing materials
- Coordinate and prepare agendas and relevant materials for client meetings, both in-person and virtual
- Support the design and production of written and video content as well as in-person events prepared for clients and external stakeholders; this includes the firmwide Annual General Meeting
- Produce and ensure highest quality of all standard and bespoke investor reporting in partnership with relevant colleagues across fund finance, impact measurement and management, and investor relations
- Manage investor communications and quality control of reporting related to ongoing capital account administration including, but not limited to quarterly financial statements, distributions, and capital calls
- Build and maintain a strong partnership with internal and external business partners to deliver excellent service to Closed Loop Partners’ investors
- Work closely with finance and investment colleagues and third-party fund administrator to ensure accurate, timely, and compliant reporting
- Facilitate the “Know your Client & Anti Money Laundering” due diligence process by working closely with third-party fund administrator responsible for services provided to clients
- Have a continuous focus on process improvement in the service model to minimize risk and drive efficiency
- Participate in projects related to existing or new services as needed
Qualifications
- 3+ years in investor relations role for an established private equity or private credit firm, or investment banking experience
- Knowledgeable in investment management, investment operations, and fund accounting/reporting
- Proven ability in building relationships in a client facing function
- Strong interpersonal skills and ability to adapt to evolving client needs
- Experience working in a team setting and have consistent track record collaborating across complex organizations
- Ability to work in a fast-paced environment and consistently meet deadlines
- Robust data analysis and data visualization skills
- Exceptional presentation design and software skills (e.g. PowerPoint, Canva)
- Excellent Excel and financial modeling skills
- Superb written and verbal communication skills
- Candidates should have a keen eye for opportunities to build efficiency, and proven success executing these improvements
- Curiosity and interest in learning, researching and organizing information
- Outstanding organization skills and project management abilities
- Meticulous attention to detail
- Self-motivated, proactive, and determined to achieve goals
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, OneNote, etc.)
- Must have a genuine, personal interest in sustainability and the natural environment
Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex.
You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.