Investor Relations Assistant - London, United Kingdom - LMA

LMA
LMA
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
**Investor Relations Assistant - 1 year FTC - London £45,000 - £50,000
**We have a super opportunity in a boutique private equity company based in the West End working supporting a busy growing IR team of 3, for this 1 year fixed term contract, which has the potential to be extended.

The role is hybrid and 4 days onsite with Friday working from home and the hours are pm with a little flex as the business demands.

***
RESPONSIBILITIES
The IR assistant will provide support to the IR team with the following tasks and responsibilities:

  • Collating and maintaining all documentation relating tothefundraising process

These may include:

  • DDQ/LPA
  • Investment strategy
  • Portfolio case studies
  • Macro and market environment documentation
  • Various PowerPoint presentations
  • Team biographies
  • ESG position documents
  • Data room management
  • Checking VDR has latest versions of files on a daily basis
  • Providing access to investors
  • Uploading documentation
  • Customer Relationship Management (CRM) system update and maintain data ontheCRM system.
  • Syncing and tracking all investor meetings
  • Uploading meeting notes
  • Keeping investor contact details up to date
  • Coordinating travel and logistics for overseas investor meetings
  • Scheduling and coordinating international and domestic travel including flights, hotels and ground transportation.
  • Coordinating necessary visa and passport renewals and fulfilling any covid requirements.
  • Assisting with IR related events
  • AGM dinner and meeting
  • Biannual investor update call
  • Arrange and facilitate webinar for over 100 attendees.
  • Arranging roadshow events
  • Adhoc IR projects/tasks
  • Competitor benchmarking
  • Compiling presentations/materials ahead of investor meetings
  • Preparing agendas and other relevant materials for key meetings.
  • Creating and editing both PowerPoint and Word presentations.
  • Maintaining filing system on Box, ensuring all documents are saved according to record management policies.

PROFILE

  • Very organised person with a specific attention to detail
  • Someone who can work to schedules and maintain / manage commitment dates
  • Experienced in Microsoft Office
  • Able to coordinate different work streams and coordinate projects
  • Comfortable working with data
  • Able to pick up new systems with ease
  • Previous IR experience helpful but not necessary
  • Willingness to assist with whatever is needed, big or small.
  • Excellent verbal communication skills with the ability to exercise, good judgement and diplomacy.
  • Ability to respond to variable workflow and maintain composure in a highpressure environment.
  • Attention to detail and accuracy.
  • Ability to get along with people at all levels and ensure a calm and professional working environment.

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