wp global partnersNew York, NY
Investment Relations Associate / VP
Investment Relations Associate / VP
Investment Relations Associate / VP
wp global partnersNew York, NY
today
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role →Position available in New York City or Chicago. The Associate/VP of IR & Client Service will serve as a key relationship manager for clients. This is a client-facing role with relationship management, investment content, and operational execution responsibilities. An ideal candidate will likely have experience in investment consulting or investment management with a desire to work within private markets - Private Equity, Private Credit, Venture Capital, for example. Note that WP Global is now part of Patria Investments. Build rapport with existing and potential clients to develop trusted partner relationships. Provide prompt, continuous, consistent, and clear communication to clients and prospects Maintain accessible and up-to-date knowledge on client activity Anticipate client needs Develop and maintain an understanding of products, portfolio companies, and performance narrative Derive plans or next steps towards client solutioning Prepare investor updates covering closed-end fund performance, deal activity, exits, etc. Promote deeper client relationships within the organization Host on-site interactions (Client due diligence meetings, casual visits, etc.)Develop and maintain RFP/RFI data set Develop, establish, and maintain client profile data set in CRMAssist in the onboarding of new investors
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today