What are the responsibilities and job description for the Investor Relations Coordinator - Hedge Fund position at Hudson Gate Partners?
Our client a $6B AUM Hedge Fund is seeking an Investor Relations Coordinator to join their team.
Investor Call/Meeting Scheduling
- Coordinate with IR team to secure availability from prospects/investors for calls/meetings
- Book prospect/investor calls/meetings with the firm’s Managing Partners & IR team based on group availability
- Add calls to calendar & coordinate with IR/accounting team to secure preparatory schedules/notes
Investor Documentation
- Log out & send PPMs, Sub Docs, etc. to prospective investors (incl. LPA, Tax Form Package, ADV, etc.)
- Track customized supplements & side letters for specific funds/investors
- Send additional subscriptions form to prospects/investors as needed
- Track redemption requests, send redemption forms
- Coordinate transfers with the fund administrator, work with legal to draft transfer letter if needed, send transfer forms
- For custodian document requests, establish investor/consultant relationships
- Track investor details and activity to Backstop
- End-of-month call with Fund Admin to recap subs/reds/transfers; review red dates for following month
- Notify Legal/CCO of new/additional subscriptions for side letter tracking
Other Documentation
- Track NDAs to investors/consultants/third party vendors, etc. and secure signatures
- Track other legal docs (board resolutions, etc.) and secure signatures
- Coordinate with Fund Administrator on investor requests to add/change contacts, update wiring instructions, etc.
- Update folders/logs with new PPMs, Sub Docs, LPAs, etc. as issued by legal counsel
Must have experience with hedge funds, private equity or venture capital funds
Bachelor's degree
5-15 years' experience in an IR Coordinator role
Hybrid 3 days a week in office, 2 days remote
$120-$160K base plus bonus
Salary : $120,000 - $160,000