Investor Relations Assistant

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Description

POSITION Investor Relations Assistant, Capital and Impact Team

LOCATION Seattle

BACKGROUND

Global Partnerships (GP) is an impact-first investor dedicated to expanding opportunity for people living in poverty. Impact-first investing means investing in a way that seeks the greatest possible social impact, while seeking to preserve capital with a modest financial return for investors. GP believes that impact-first investing has an essential role to play in advancing sustainable solutions to poverty for millions of people worldwide.

GP creates and manages impact-first investment funds that make loans and early-stage investments in social enterprises serving people living in poverty in less developed countries, primarily in Latin America and Africa. The GP team is comprised of mission-driven, dedicated, high-performing colleagues working primarily from offices in Seattle, Washington, Bogotá, Colombia, and Nairobi, Kenya. To learn more about Global Partnerships, please visit our website at www.globalpartnerships.org.

The investor relations (IR) function sits within GP’s Capital and Impact Team. The purpose of the IR function is to source, sustain and steward more than $180 million in impact-first fund capital and over $3 million in annual philanthropic support from a diverse community of investors and donors.

ROLE AND RESPONSIBILITIES

The Investor Relations Assistant will be a proactive administrative professional with a customer service orientation. The ideal candidate will bring excellent communication skills, attention to detail, and emotional intelligence to their work. They will be energized by developing and managing systems to constantly improve the investor and donor experience. As someone who enjoys data management and shines in logistics and events/meeting planning, the Investor Relations Assistant will excel by providing critical behind-the-scenes support that enables strong cultivation and stewardship of GP’s donor and investor relationships.

Reporting to the Vice President of Investor Relations, the Investor Relations Assistant is a new role that will be responsible for the following:

Investor/Donor Relationship Support

  • Provide timely, high-quality customer support, managing inbound information requests and inquiries from current and prospective investors and donors, including high-net-worth individuals, foundations, family offices, and religious organizations.
  • Support the full cycle of these relationships, including prospect research, cultivation, solicitation, documentation, and stewardship.
  • Provide relationship managers and leadership team members with detailed briefings and information on current and prospective investors and donors in advance of meetings.
  • Support due diligence processes executed by potential investors, philanthropists, and wealth managers.
  • Work closely with the Vice President of Investor Relations and the Operations Officer to support – and as needed conduct – transactions and related communications (e.g. donor acknowledgments, pledge reminders, etc).
  • Ensure seamless execution of 2-4 small-to-medium-sized events per year.
  • Coordinate a regular cadence of meetings and travel for leadership team to engage and inspire existing and new investors and philanthropic supporters.

Managing Systems

  • Lead relationship data tracking in GP’s Investor CRM, maintaining accurate and up-to-date donor and investor contact, opportunity, activity, and documentation records alongside transactional and legal data tracked by GP’s Operations Officer, working closely with the Operations and Information Systems Officers to drive continuous improvement.
  • Maintain additional CRM functionality in tracking donor/investor interests, engagements, and targeting.
  • Develop, operationalize, and maintain reporting frameworks to support the investor/donor lifecycle, including biweekly reporting on revenue generation and investment activity.
  • Support email and direct mail communications by managing, maintaining, and as needed creating new mailing lists; collaborating with IR colleagues to develop copy and content; and executing mailings.
  • Manage investor portal accounts on the GP website and provide customer support for portal access.
  • Help facilitate high accountability and compliance standards for investors, including coordinating across multiple GP teams to gather and compile quantitative and qualitative data, legal documents, and organizational information.

General:

  • Ensure assigned work is delivered on time and within budget.
  • Coordinate and manage production of GP swag, including but not limited to donor, investor, board, committee, and staff service gifts.

 

SELECTION CRITERIA

We envision the ideal candidate to have the following capabilities and qualifications, but more so than what you have done we are interested in how you work, what you would bring to the role, and why it is the is right fit for you. We look forward to learning more about these aspects of your application in your cover letter.

Core Capabilities

  • Excellent verbal and written communication skills; capable of highly professional engagement with colleagues, Board members, donors, investors, and partners
  • Customer service orientation characterized by attentiveness, patience, and positivity
  • Strong interpersonal skills and diplomacy coupled with sound judgment and problem-solving capabilities
  • Exceptional organizational skills and composure needed to work within a fast-paced work environment, including proven ability to prioritize competing demands effectively and adapt easily and quickly to changing priorities
  • Proactive approach to anticipating and addressing the needs of internal and external stakeholders
  • Demonstrated ability to collaborate within and across teams
  • Self-motivated work ethic; ability to see tasks through to completion independently
  • Solid attention to detail, accuracy, and deadlines
  • Ability to manage confidential information with professionalism and discretion
  • Passion for GP’s mission to expand opportunity for people living in poverty
  • Embodies GP’s culture: Dedicated, Strategic, Collaborative, Aspirational, Learning, and Excellence

Qualifications

  • Minimum 2 years of experience providing administrative and/or investor/donor support in a professional environment
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Office suite required
  • Ability to reside and work legally in the United States for Global Partnerships (without GP sponsorship) required
  • Bachelor’s degree preferred
  • Spanish and/or French language skills desired

 

HOW TO APPLY

If interested, please follow the below link to apply.

https://recruiting.paylocity.com/recruiting/jobs/Apply/1182256/Global-Partnerships/Investor-Relations-Assistant

Failure to do so may cause a delay in reviewing your application. Interviews with final candidates are required.

Required Application Documents:

  • Brief cover letter
  • Resumé

 

Global Partnerships is an equal opportunity employer. We do not discriminate based on ethnic origin/race, color, religion, age, sex, national origin, disability, marital status, genetics, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

 

Applications will be accepted and reviewed on a rolling basis. For priority consideration, please apply by August 7th.

 

Due to the volume of applications, we will contact only those candidates selected for interviews – no follow-ups, please.

Finalists will be asked to submit references, including name, email, and phone number, of at least two former supervisors. All offers will be contingent upon reference checks as well as a background check.

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