Associate, Investor Relations

Sterling Organization is seeking an Associate, Investor Relations to join its Investor Relations Department, supporting the project management needs of the existing team. The candidate will be integral to collaborating across departments to manage and address prospective and existing investor requests, in addition to preparing, updating, and reviewing fund-related collateral and presentations. The candidate must be able to independently problem solve, effectively communicate (verbal and written), demonstrate a high attention to detail, and meet tight deadlines.

Responsibilities

• Create marketing materials including pitchbooks, individualized presentations, and analyses to support investor requests
• Coordinate and create high-quality, customized due diligence questionnaires and RFP responses about our firm, funds, and operations
• Liaise with subject matter experts throughout the firm to complete projects
• Collaborate with the Investments Team, Fund Management & Analytics Team, and Compliance Team to ensure all deliverables are prepared accurately and in line with regulatory standards
• Quarterback incoming investor requests relating to statements, diligence, and capital allocation, while providing timely and accurate information
• Assist with the coordination of annual investor meetings (AGM) including planning and creation of materials
• Manage investor portal access, permissions, and the distribution of select documents and communications
• Complete various recurring reporting requirements for investors and external stakeholders to involve organizing data from various internal departments
• Maintain an ongoing understanding of each product managed by the Firm and each existing funds’ commitments, investments, and projections to communicate effectively with internal and external stakeholders

Requirements

• Bachelor's degree in finance, business, or related field
• Extreme attention to detail and excellent communication skills (both verbal and written)
• Strong financial acumen and understanding of investment and basic accounting principles
• Prior experience with Adobe InDesign and Microsoft Excel are a plus