Investor Relations Analyst/Associate - Five Arrows - Paris
Rothschild & Co
- Paris
- CDI
- Temps-plein
- Content support on DDQs / RFP, PPMs as well as other marketing materials (pitchbook, case studies, teaser etc.)
- Ad-hoc content creation of bespoke materials and analyses in response to specific investor request
- Liaising with the compliance department regarding regular approvals on marketing materials, maintaining approval logs
- Support investor due diligence meetings with investment team members and relationship managers, as required for process continuity and record-keeping
- Oversee preparation of complex meeting schedules including roadshows and on-site investor meetings
- Prompt response to meeting requests and perfect filing / CRM record-keeping
- Ensure agreed next steps are executed promptly
- Preparing consolidated cashflow forecasts and summaries for investors who have exposure to multiple Five Arrows funds
- Assist Legal Counsel on process management of legal documentation
- Oversight of investor onboarding and the administrator’s KYC/AML process
- Work with the senior team members on continuing development of Client Services processes and infrastructure in response to LP base and organisational developments
- Formal periodic LP reporting
- Ad-hoc LP information requests including preparation of cashflow forecasts for investors
- Ongoing CRM management
- University degree from a highly ranked University, business school or engineering school
- 2-3 years of experience at either a leading investment bank (M&A, Leveraged Finance, ECM), private equity firm, or top tier consulting firm
- An international background is preferred (academic or work experience)
- Fluency in English is essential; other languages are nice to have
- Strong IT skills on Microsoft platform, particularly PowerPoint and Excel
- Excellent written and verbal communication skills, drafting clear messaging, presentations, and communications
- Motivated, committed, self-starter/proactive and goal orientated
- Highly organised and methodical approach to working
- Analytically-minded
- Good interpersonal skills – good listener; creative; team player
- Excellent communicator, both orally and in written materials
- Highly numerate; able to manipulate data and produce sound analysis with an ability to synthesize complex information
- Attention to detail, rigor and precision required to provide client-ready materials