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Strategy + Investor Relations Associate - Growth Equity Firm
Strategy + Investor Relations Associate - Growth Equity FirmCarterPierce, INC. • Santa Clara, CA, US
Strategy + Investor Relations Associate - Growth Equity Firm

Strategy + Investor Relations Associate - Growth Equity Firm

CarterPierce, INC. • Santa Clara, CA, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

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 :

  • 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

    • Required Skills :

  • 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

    • Experience & Background :

  • 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.
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