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Investor Relations Associate

Company: White Oak Global Advisors
Location: Miami
Posted on: January 16, 2022

Job Description:

DescriptionWhite Oak is seeking to hire an experienced Analyst or Associate to assist in all aspects of business development, fundraising and project management. The candidate should have experience working in an investor relations function or in the financial services, business consulting or asset management industries. The role will provide an opportunity to deepen marketing and strategy skills and provide comprehensive insight into institutional fundraising and project management processes with access to senior professionals across the firm. Position Overview

  • Provide project management support across the Investor Relations and Business Development team
  • Create marketing materials and manage virtual data room for prospective investors
  • Support scheduling of meetings with prospective investors
  • Track prospective investor information in Salesforce
  • Conduct ongoing market and competitor research
  • Build a strong network across the firm to facilitate collaboration across teams Candidate Qualifications
    • Minimum 1-3 years of investor relations, financial services or business consulting experience required
    • Bachelor degree in finance, economics, business, or marketing preferred
    • Knowledge of private credit, private equity or other alternative investments preferred
    • Strong written skills and attention to detail with ability to multitask in a fast-paced environment
    • Team player with strong interpersonal and communications skills
    • High level of integrity
    • Experience with Microsoft Office required, especially strong PowerPoint skills
    • Salesforce experience preferred
      About the firm: White Oak Global Advisors LLC (White Oak) is an SEC-registered investment advisor and private credit firm that provides small and middle market businesses with corporate term loans, asset-based loans and asset-backed loans across a broad range of sectors. Since the firms inception in 2007, White Oak has invested over $10 billion throughout the U.S., Canada, and Europe. White Oak seeks to invest flexible private capital in well-operated small and middle market businesses and to finance opportunities that can make our world a better place for generations to come. White Oak and its affiliates employ over 500 professionals and maintain offices in San Francisco, New York, Miami, Chicago, Los Angeles, Denver, Atlanta, Charlotte, Boca Raton, as well as in Europe and Jobble

Keywords: White Oak Global Advisors, Miami , Investor Relations Associate, Other , Miami, Florida

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