What are the responsibilities and job description for the Associate Investor Relations and Operations position at Lateral Investment Management, LLC?
Role Outline :
Lateral is currently hiring an Associate to support Investor Relations at our San Mateo office. Key responsibilities include promptly and accurately addressing investor inquiries and requests, facilitating the processing of subscription agreements, actively participating in investor and prospective investor meetings, and collaborating closely with our marketing, finance, operations, compliance and legal team.
Qualifications :
2-3 years of work experience in financial services, legal assistant / paralegal.
Bachelor's degree in Finance, Business Administration, Economics, or related field.
Previous experience in investor relations, client services, or related roles within the financial services industry, preferably with experience in private credit, venture funds, family offices or alternative investments.
Proven relationship-building skills with the ability to interact effectively with investors, colleagues, and external stakeholders.
Exceptional verbal, written communication, and interpersonal skills
Excellent personnel, project management, and time management skills
Experience with Microsoft Office (Outlook, Word, PowerPoint), Dealcloud and / or Hubspot is a plus.
Responsibilities :
Promptly and accurately address investor inquiries and requests.
Facilitate seamless processing of subscription agreements.
Maintaining the firm's CRM with investor information, coordinating with back office and fund administrators on investor data.
Collaborate closely with the finance and marketing departments to ensure alignment in messaging and strategy.
Contribute to the ongoing improvement and refinement of investor relations processes and procedures.
Actively participate in investor and prospective investor calls.
Office Administrative Support
Support Back Office Ops to manage regulatory filings, AP invoices and team expenses.
