Investment Relations Specialist
il y a 4 semaines
Rothschild & Co
A leading international financial services group, controlled by the family for seven generations and at the heart of the financial markets for over 200 years.
Our expertise, our know-how and our global network enable us to offer a unique vision that benefits the activity and wealth of our clients and stakeholders, while respecting our planet.
Our teams of 4,200 financial advisory specialists, present on the ground in over 40 countries, bring a unique international vision through four major activities - Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-owned group based on human relationships, we attach great importance to the recruitment and career development of our employees, so that they can flourish in their professional journey.
Five Arrows
Five Arrows is the alternative assets arm of Rothschild & Co, a business that is expected to continue to rapidly scale, and therefore this opportunity offers an exciting career path for a driven Investor Relations professional. Five Arrows manages more than €26 billion in a series of funds dedicated to corporate and secondary private equity, multi-managers funds and co-investments, as well as senior and junior credits. The Five Arrows team comprises over 260 professionals based in Europe and North America.
This position is in the Corporate Private Equity (CPE) team, a business that invests in Europe and North America through a series of funds focused on the lower mid-market, mid-market and upper mid-market. In CPE, we have more than 80 investment professionals based in Paris, London, New York, and San Francisco, managing over €9 billion of capital for this strategy.
Investor Relations Specialist
The person will operate at the centre of client servicing and fundraising / marketing support across a broad alternatives platform with wide-ranging responsibilities. The fast-paced nature of the role requires the candidate to have the ability to work independently, multi-task and prioritise workload.
The position will work closely with the Investor Relations Manager in Paris, reporting into the Head of Business Development. Whilst focused in the Corporate Private Equity team, they will interact with all the Five Arrows investment teams as well as the Finance, Operations, Compliance and Legal teams.
Responsibilities
- Content support on DDQs / RFP, PPMs as well as other marketing materials (pitchbook, case studies, teaser etc.)
- Ad-hoc content creation of bespoke materials and analyses in response to specific investor request
- Liaising with the compliance department regarding regular approvals on marketing materials, maintaining approval logs
- Support investor due diligence meetings with investment team members and relationship managers, as required for process continuity and record-keeping
- Oversee preparation of complex meeting schedules including roadshows and on-site investor meetings
- Prompt response to meeting requests and perfect filing / CRM record-keeping
- Ensure agreed next steps are executed promptly
- Preparing consolidated cashflow forecasts and summaries for investors who have exposure to multiple Five Arrows funds
- Assist Legal Counsel on process management of legal documentation
- Oversight of investor onboarding and the administrator's KYC/AML process
- Work with the senior team members on continuing development of Client Services processes and infrastructure in response to LP base and organisational developments
- Formal periodic LP reporting
- Ad-hoc LP information requests including preparation of cashflow forecasts for investors
- Ongoing CRM management
Experience, Skills and Competencies Required
- University degree from a highly ranked University, business school or engineering school
- 2-3 years of experience at either a leading investment bank (M&A, Leveraged Finance, ECM), private equity firm, or top tier consulting firm
- An international background is preferred (academic or work experience)
- Fluency in English is essential; other languages are nice to have
- Strong IT skills on Microsoft platform, particularly PowerPoint and Excel
Other Qualities
- Motivated, committed, self-starter/proactive and goal orientated
- Highly organised and methodical approach to working
- Analytically-minded
- Good interpersonal skills – good listener; creative; team player
- Excellent communicator, both orally and in written materials
- Highly numerate; able to manipulate data and produce sound analysis with an ability to synthesise complex information
- Attention to detail, rigor and precision required to provide client-ready materials
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