What are the responsibilities and job description for the VP of Investor Relations position at BCI - Brokerage Consultants Inc?
Multi-billion-dollar Private Equity firm (B2B; lower middle market; industrial / specialty distro; North America / Europe) seeks VP of Investor Relations to develop / implement / manage strategies / tactics / resources for managing external investor relationships. Scope of role will include developing processes / systems for relationship management and championing processes internally, as well as Annual Existing Investor Activity, Co-Investments, and Fund Raising. Role is full-time in-office with limited travel.
Responsibilities :
Collaborate with MD, Fund Ops to develop / execute IR Strategy, develop IR materials (quarterly reports, co-investment teasers, fundraising pitch decks, discreet reports for individual investor requests, and other investor communications)
Work with Deal Team to develop teasers for individual co-investment deals; review / edit marketing materials; organize / manage data room; schedule / attend meetings with investors; contact investors with co-investment marketing materials and generate interest in deals; lead co-investment calls with investors
Prepare timeline and assign responsibilities for gathering data / preparing marketing materials (pitch deck / PPM / DDQ / portfolio company data / onsite meeting materials); set up data room ahead of launching funds; work with MD, Fund Ops and Partner to develop marketing materials for new funds; attend / lead meeting with placement agent as needed; develop / maintain deep cross functional relationships (Investment, Back Office, Legal, IR, BD, ESG and Ops) and work with these groups to ensure Limited Partner requests are completed / returned in a timely manner
Requirements :
Bachelor's Degree (Business / Marketing / Communication / Finance / relevant field)
7 years professional experience; 3 years in IR
Prior PE experience to include extensive LP relationships, understanding of PE funds / portfolios, questions LPs ask, and the fundraising process; will consider PE-adjacent backgrounds (fund of funds, direct lending, alternatives)
Direct experience raising equity capital from investors or managing IR within a private / public company; experience communicating strategy to shareholders (experience with institutional investors preferred)
Proficiency in Microsoft Office
Strong quantitative skills (knowledge / understanding of basic finance / accounting); superb verbal / written communication skills; willingness to learn firm's story and investment strategy; sociable / engaging personality to build / maintain relationships; organized and process / detail-oriented; works well under pressure; strong team player with managerial / leadership experience to build / create successful teams