Investor Relations Analyst/Associate

CFI Partners - Investor Relations Analyst/Associate

Full-Time

Chicago, IL, US

Salary Range: $85,000 - $120,000

Firm Description:

CFI Partners, LLC ("CFIP" or the "Company") is a multi-strategy investment manager based in Chicago, Illinois. CFIP's investment strategies focus predominantly on high-yield credit instruments and products, including broadly syndicated loans and securitizations. An important thread in CFIP's close-knit culture is its commitment to social impact. In 2016, CFIP entered a strategic partnership with The Academy Group, Inc. ("Academy"), a philanthropic organization dedicated to supporting under-resourced students in their academic and professional endeavors in the Chicago area. CFIP's growth and contributions of time and resources play a crucial role in the Academy's sustainability and success.

CFIP is excited to welcome a new member to the team. The Investor Relations Analyst/Associate will support our investor relations efforts by assisting in managing relationships with existing and potential investors. This position involves contributing to the development and execution of investor communications and strategies to enhance investor engagement and meet our Firm's objectives. As part of a relatively small and rapidly growing firm, this position offers visibility to senior management and the opportunity to learn and grow within the organization.

Our Mission:

Our mission, rooted in capital stewardship, is to generate best-in-class performance and deliver exceptional service to our clients and stakeholders. Our values guide us in accomplishing our mission and enriching the culture that makes us unique.

Commitment to Diversity:

We have a demonstrated history of inclusiveness. A key to our success in building our diverse workforce is our culture of intellectual curiosity and authentic inclusion. Our team delivers true cognitive diversity, a competitive advantage that benefits all our stakeholders. We foster an environment that encourages collaboration and open communication while maintaining accountability.

Position Summary:

The primary responsibilities of the Investor Relations Analyst/Associate include, but are not limited to:

• Supporting Senior IR Staff: Assisting senior IR team members with various tasks and projects as necessary.
• Compliance: Ensuring that all investor communications comply with regulatory requirements and industry best practices. Understand core compliance requirements.
• Internal Collaboration: Working with other departments [such as finance, operations, legal, and marketing] to gather and disseminate relevant information.
• Building Relationships: Developing strong relationships with investors and other stakeholders is a key part of the role. Prospecting for new relationships will also be critical.
• Communication: Preparing reports, drafting investor letters, developing/maintaining investor presentations, and handling inquiries. Other communication includes generating/updating Due Diligence Questionnaires and RFP’s.
• Financial Analysis: Analyzing basic financial data and market trends to provide insights to investors.
• Data Management and Reporting: Maintaining accurate and up-to-date investor data and records, generating regular reports and analytics to support strategic decision-making and investor communications.
• Market Intelligence Gathering: Gathering and analyzing market intelligence to identify trends, opportunities, and potential risks that could impact investor relations strategies and the firm's positioning.
• Feedback Loop Creation: Creating a feedback loop with investors to gather insights and suggestions, which can be used to improve investor relations practices and address investor concerns proactively.
• Cross-Functional Collaboration: Collaborating with cross-functional teams, such as marketing, compliance, operations, and product development, to ensure consistent messaging and alignment with the firm's overall objectives.
• Continuous Learning and Development: Committing to continuous learning and professional development to stay abreast of industry trends, regulatory changes, and best practices in investor relations.

Preferred Qualifications:

• Bachelor's Degree: A degree in finance, accounting, business, marketing, communications, or a related field.
• Experience: 1 - 2 years of experience in Investor Relations, Finance, or a related field is preferred.
• Communication: Excellent verbal and written communication skills are crucial.
• Financial Acumen: An understanding of financial principles, accounting, and financial analysis is essential.
• Analytical Skills: Ability to analyze basic financial data and market trends.
• Attention to Detail: Accuracy is important when preparing financial documents and reports.
• Professionalism: Maintaining a high level of professionalism in all interactions.
• Confidence: Confidence in presenting information and handling investor queries.
• Adaptability: Ability to adapt to changing market conditions and firm needs.

Compensation:

• Base salary discretionary bonus, contingent on experience
• Benefits 401(k)

CFIP is an equal-opportunity employer that values diversity.

To Apply:

Send your resume to tmitchell@cfipartners.com