INVESTOR RELATIONS ASSOCIATE





Investor Relations Associate Position
Real estate private equity firm
Location: Old Greenwich, CT
Forum Partners is a leading real estate private equity firm with multi-billion dollar private equity funds and a significant institutional investor base. Forum Partners invests hybrid equity into real estate platforms with funds focused separately in Asia and in Europe. In addition, Forum Partners is affiliated with Forum Securities a leading investor in global real estate public securities.
Candidates should ideally have relevant experience in private equity, investment banking or private placement and be keen to take on an integral role in an entrepreneurial firm. Responsibilities will include fund marketing, investor relations and reporting.
Requirements:
- Bachelor’s Degree and outstanding academic record
- 3-5 Years experience at a private equity firm or investment banking, focused on
real estate
- Excellent writing skills, communication and interpersonal skills
- Demonstrated ability to understand, analyze and articulate financial data
- Composed, poised and discreet in nature
- Must be comfortable working with senior management and have ability to develop relationships throughout the organization
- Possess a high level of integrity, understanding of the role of a fiduciary and sensitivity to confidential information
- Strong and effective decision making skills, ability to prioritize and multi-task
- Entrepreneurial and pro-active in seeking solutions
- Interest or knowledge of real estate is an advantage
- Proficiency in Excel, PowerPoint and Word
Responsibilities Include:
- Serve as point of contact for select investors and fulfill investor information requests in a timely manner
- Investor coverage, working closely with head of investor relations and other Forum principals
- Update and maintain management presentations and one-on-one investor meetings
- Responsible for organizing roadshows, logistics and meetings from inception to completion covering the entire existing and potential institutional investor base
- Responsibility for organization of due diligence visits in the corporate office
- Provide investor feedback following all meetings and due diligence visits, including meeting notes and preparing follow up
- Liaise with investors on all meetings and events, preparing program of events and all materials and presentations associated with meetings.
- Work with investments and financial reporting team to prepare reporting information for investors
- Draft investor questionnaires
- Coordinate investor relations website content
- Assist in monitoring and managing contact database; generate reports
- Travel to investor events as required
Please send resume to: careers@forumpartners.com
Candidates who meet the qualifications in this listing should forward a resume to
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