Strategy + Investor Relations Associate - Growth Equity Firm (Santa Rosa)CarterPierce, INC. • Santa Rosa, CA, United States
Strategy + Investor Relations Associate - Growth Equity Firm (Santa Rosa)
CarterPierce, INC. • Santa Rosa, CA, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Help develop and maintain institutional-quality marketing materials and investment presentations that effectively communicate the firm's value proposition Support the creation and execution of strategic communications initiatives to enhance the firm's market presence as preeminent Assist in managing relationships with current and prospective institutional investors, family offices, and investment consultants Build relationships with leading technology founders, investors, and acquisition teams Exceptional financial modeling and analytical capabilities, with strong attention to detail Outstanding written and verbal communication skills, with ability to interact professionally with senior executives Strong project management abilities and demonstrated capacity to handle multiple workstreams simultaneously Proficiency in standard financial software and Microsoft Office suite, particularly Excel and PowerPoint 1-3 years of experience in investment banking, private equity, consulting, corporate development, Family Office / OCIO experience or a combination of the above Strong preference for candidates with exposure to software, SaaS, or technology sectors Experience with capital raise materials, transaction support, investment memoranda, or company positioning collateral highly valued Strong academic credentials from a top-tier institution, with demonstrated excellence in quantitative and analytical coursework Self-starter capable of managing multiple high-visibility projects with limited supervision, demonstrating strong prioritization skills and ability to deliver polished work products under tight deadlines.
Strategy + Investor Relations Associate opportunity with Middle Market Tech-Focused Growth Equity Firm in the Bay Area.
Strategic Development Responsibilities :
- Partner with portfolio companies to develop and execute strategic initiatives for liquidity management and capital structure optimization
- Support the build-out of dedicated ECM and DCM functions, working closely with private equity firms, strategics, and intermediaries worldwide
- Assist in identifying and evaluating strategic partnership opportunities across the portfolio, including potential tuck-in M&A activities
- Develop and refine the strategic development playbook, executing awareness campaigns that position portfolio companies for optimal outcomes
- Build comprehensive data rooms and assist CEOs and management teams in positioning their businesses for strategic transactions
- Create compelling collateral that demonstrates Strategic Development expertise as a key value-add, positioning the firm as the growth equity partner of choice through targeted thought leadership materials
Investor Relations & Communications :
Required Skills :
Experience & Background :
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