Associate, Investor Relations

Performance Equity Management

Location: Greenwich, CT (hybrid schedule: Tu-Th in office; M/F optional remote)  

Company Description

Performance Equity Management (“PEM”) was formed in 2005 and currently manages $8.8 billion in AUM (as of 12/31/23). The firm has a long tenured and seasoned investment team with over 150 years of combined private equity experience. In the late 1990s members of the team began working together at General Motors Investment Management Corporation to manage the GM pension private equity program. Since 1996, the team has allocated $30 billion to Private Equity, including approximately $14 billion to global buyouts, $8 billion to venture capital, and $4 billion to direct co-investments. In addition to managing large separate accounts, PEM also runs two, more focused, commingled fund programs: a venture capital fund of funds program and a lower, middle-market buyout co-investment program with additional product development in the pipeline. https://peqm.com 

On January 12, 2024, Sagard Holdings Management Inc., “Sagard”, a global multi-strategy alternative asset management firm, acquired a strategic stake in PEM. The transaction combines PEM’s private equity fund-of-funds and co-investment experience and investment track record with Sagard’s alternative investment offering and global network. The PEM Investment Team continues to lead its business, including managing and operating its Funds. With over $25B under management and 300 professionals, Sagard invests in equity, credit, and real estate. Sagard has offices in Canada, the United States, Europe, and the Middle East. https://www.sagard.com

Responsibilities & Duties 

RFPs & DDQs

• Partner with Managing Directors, investment analysts, operations team, and compliance to complete prospective and current investor RFP, RFI and DDQ requests and develop a formalized process for completion.
• Collaborate with broader IR team to onboard and leverage RFP writing software, DiligenceVault.
• Create a comprehensive library of questionnaire responses and develop cohesive record keeping strategy for ease of reference for future responses and SEC examinations/audits.

Investor Relations 

• Collaborate with internal team members as needed to facilitate timely and accurate responses to all incoming investor inquiries and requests.
• Partner with Managing Directors, investment analysts, operations team, and compliance in production of fund quarterly letters, annual reports and additional marketing materials as needed.
• Log all post-meeting notes and emails into DealCloud CRM on behalf of Managing Directors.
• Manage ongoing updates of all fund and firm-wide marketing and legal materials in Intralinks data rooms.
• Assist Head of Investor Relations in planning and execution of quarterly investor update calls, annual Investor Conference, roadshows and ad-hoc LP updates or events.
• Support Head of Investor Relations in onboarding, subscription document, AML/KYC, and capital call process for new and existing LPs.

Qualifications and Experience

• Bachelor’s degree
• 2-5 years client communications and investor relations experience within the investment industry
• Experience in writing RFPs, RFIs, and DDQs
• Experience with one or more of the following: Qvidian, Seismic, Responsive, DiligenceVault, and/or DealCloud
• Proficient in Microsoft Word, PowerPoint, and Excel; experience in Google G Suite/Workspace a plus
• Experience with private equity investment products and collaborating cross-functionally
• Excellent written and oral communication skills
• Highly organized with excellent attention to detail
• Strong project management skills
• Ability to work well under pressure and tight deadlines
• Self-starter; can work autonomously

Compensation

• Up to $175k annual compensation (combination of salary and bonus), commensurate with experience. 
• PEM offers a robust benefit package: a generous time-off entitlement; health, dental, and vision plan offerings with PEM paying the majority of the premiums; employer paid short-term disability, long-term disability, and five times base salary in life coverage; a health reimbursement account with full funding of in-network deductibles for employees and their families; and a 100% match 401k contribution. 

 

Equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans’ status, or any other legally protected factors.

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Last updated on Aug 7, 2024