Investor Relations & Client Services - Private Equity Job at Korn Ferry, West Palm Beach, FL

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  • Korn Ferry
  • West Palm Beach, FL

Job Description

Korn Ferry has partnered with a leading private equity firm specializing in with a strong track record of delivering exceptional returns to investors.

Position Overview:

We are seeking a highly motivated and detail-oriented Investor Relations & Client Services Associate to join our team. This individual will play a critical role in managing investor communications, supporting fundraising initiatives, and enhancing the overall client experience. The ideal candidate will have a strong background in finance, excellent communication skills, and a deep understanding of private equity markets.

Key Responsibilities:

  • Serve as a primary point of contact for investors, addressing inquiries and providing timely updates on fund performance and market insights.
  • Assist in the preparation of investor presentations, quarterly reports, and other investor-related materials.
  • Support the fundraising process by managing investor due diligence requests and maintaining CRM databases.
  • Coordinate investor meetings, conferences, and events to foster strong client relationships.
  • Ensure compliance with regulatory requirements and internal reporting standards related to investor relations.
  • Work closely with internal teams, including finance, legal, and portfolio management, to streamline investor communications and reporting.
  • Analyze industry trends, competitor activity, and investor preferences to enhance client engagement strategies.
  • Manage investor documentation, subscriptions, and capital call/distribution notices.

Qualifications:

  • Bachelor’s degree in Finance, Business, Economics, or a related field.
  • 2+ years of experience in investor relations, client services, or a related role within private equity, asset management, or investment banking.
  • Strong analytical skills with the ability to interpret financial data and present insights effectively.
  • Excellent verbal and written communication skills, with a keen attention to detail.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM systems.
  • Knowledge of SEC regulations and private equity fund structures is a plus.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.
  • Strong organizational and multitasking skills, with a client-first mindset.

SE# 510725956

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