Position Title: Associate Director, Investor Relations & Marketing
Reports To: Vice President, Investor Relations & Marketing
Department: Business Development
Location: Austin, TX or San Francisco, CA
The Firm
Founded in 2008, Serent Capital ( www.serentcapital.com ) is a leading lower-middle market private equity firm focused on investing in founder led, vertically focused B2B technology and tech-enabled services companies with nearly $5 billion of assets under management. We strive to be an involved, value-added investor, capable of providing significant operational and strategic support to our portfolio company CEOs on the most critical issues that they face as the company’s scale.
Our mission is to deliver extraordinary returns by partnering with outstanding executive teams to grow exceptional businesses. Our team is comprised of investment and operating professionals that have experience as executives, strategic advisors, and investors in growing businesses.
Position Summary
Reporting to the VP of Investor Relations & Marketing, the Associate Director of Investor Relations & Marketing is responsible for supporting the coordination, communication, and operations of the Investor Relations Program. The ideal candidate will be self-motivated, detail-oriented, and intellectually curious, with a demonstrated ability to work under pressure in a dynamic environment.
Essential Duties and Responsibilities:
- Project manage the implementation of investor relations CRM (i.e., Salesforce)
- Maintain the CRM (i.e., Salesforce) by updating investor profiles and adding meeting notes
- Run and prepare activity reports (i.e., pipeline, etc.) on a monthly, quarterly, and annual basis for the senior leadership group
- Draft investor-related communication materials (i.e., quarterly letters, press releases, and emails)
- Assist in executing the Investor Relations strategy by creating and managing relationship plans (i.e., meetings, personalized content, communications, etc.)
- Assist in preparing, reviewing, and maintaining investor-related documents (i.e., pitch decks, investor FAQ, Private Placement Memorandum, Limited Partner Agreement, etc.)
- Coordinate Limited Partner (LP) meetings and prepare required meeting materials for the senior leadership group (i.e., meeting notes, research, agenda items)
- Manage event coordination and content creation (i.e., annual meetings, etc.)
- Assist in cross-functional initiatives and projects (i.e., investor reporting requests, issues, questions, contact information change, etc.)
Qualifications
- Strong project management skills – organized and thorough with acute attention to detail
- Impact-oriented with high prioritization skills, ability to oversee multiple tasks, and deliver projects in a timely manner
- Highly collaborative with excellent communication (written and oral), strong interpersonal skills, and ability to work well in a team structure
- Strong work ethic, proven ability to take initiave and proactively identify issues, capacity to thrive in a challenging environment
- Demonstrated proficiency with Microsoft Office suite (specifically, Word, Excel, and PowerPoint)
- Able to maintain high level of discretion when managing confidential and privileged information
- Comfortable working in a small team environment and serve in various roles and capacities
- Functional familiarity with Salesforce or similar CRM platforms a plus
Education
BA/BS degree in relevant field
Seniority Level
Professional
Industry
Private Equity
Employment Type
Full-time, Exempt
Travel
30% or less domestic travel for internal firm meetings and portfolio events.