investor relations associate

ENERGYX

The Role
<br>Corporate Communication & Investor Relations Associate Role Overview EnergyX is seeking a highly skilled Corporate Communications & Investor Relations Associate with strong presentation and PowerPoint expertise to support executive leadership, strategy, and commercial teams in the creation of high-impact, visually compelling presentations. Key Responsibilities Executive & Strategic Presentations: • Design and develop high-quality presentations for board, investor, and executive audiences, including investor decks, fundraising materials, M&A and strategy presentations, IPO and capital markets materials, and client or partner pitch decks. Visual Design, Storytelling & Presentation Standards: • Create clean, professional presentations aligned with EnergyX’s brand, including charts, diagrams, and infographics to clearly explain technical concepts, financial models, and operational processes. • Collaborate with executive, strategy, and legal teams while maintaining PowerPoint templates, master slides, and presentation standards to ensure consistency, and executive-level readability.
<br><br>
Requirements
<br><b>Educational Qualifications:</b> • Bachelor’s degree in any discipline. Experience: • 5+ years of professional experience as a PowerPoint Specialist, Presentation Designer, or similar role. • Experience working with Excel models and technical inputs. Preferred Qualifications: • Advanced mastery of Microsoft PowerPoint (expert-level). • Knowledge of Adobe Creative Suite (Illustrator, InDesign) is a plus. • Qatari nationals preferred. Key Skills: • Excellent time management and ability to perform under pressure. • Proactive, responsive, and service-oriented mindset.
<br><br>
About the company
<br>EnergyX is a fully verticalized deep-tech company operating the industrys first integrated platform for building energy outcomes. At its core are three tightly integrated pillars: EnergyX Intelligence, the computational and geospatial AI layer that models and optimizes building performance from design through operation; EnergyX Foundry, the industrial deep-tech layer combining advanced materials, energy-generating building envelopes, and DFMA manufacturing at scale; and EnergyX Operations, the commercial layer supporting stakeholders through management platforms, facility services, and ongoing performance optimization. With growing channels across Asia, Europe, MENA, and North America, and a sovereign-backed industrial hub in Qatar, EnergyX is scaling a model that makes sustainability a measurable and monetizable advantage for both new builds and retrofits.

Corporate Communication & Investor Relations Associate

Oaktree Capital Management, L.P.

<div>
 <strong>
  Our Company
  <br/>
  <br/>
 </strong>
 Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 cities worldwide.
 <br/>
 <br/>
 We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
 <br/>
 <br/>
 Investor Relations is a part of Oaktree&rsquo;s investment teams with responsibility for growing and deepening relationships with the clients and prospects investing in our respective strategies. Investor Relations professionals serve as representatives and subject matter experts for Oaktree&rsquo;s strategies and products, partnering closely with our sales and fundraise management teams to drive growth and deepen client engagement.
 <br/>
 <br/>
 For additional information, please visit Oaktree&rsquo;s website at http://www.oaktreecapital.com/
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 This role will be primarily aligned to Oaktree&rsquo;s Special Situations and Power Opportunities strategies. This individual will support these strategies at the direction and under supervision of our senior Investor Relations professionals. The candidate will be expected to develop internal subject matter expertise regarding the strategies&rsquo; approach, areas of focus and portfolios along with industry regulations and firm standards. This role is based in Los Angeles, CA.
 <br/>
 <br/>
 Selected responsibilities include:
 <br/>
 <br/>
 <ul>
  <li>
   Support the senior Investor Relations professionals in the design, creation and management of client collateral for internal and external consumption, including marketing materials, performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, talking points etc.)
  </li>
  <li>
   Respond to or provide information on product- or strategy-specific inquiries and requests under the direction of senior Investor Relations professionals
  </li>
  <ul>
   <li>
    Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate
   </li>
   <li>
    Coordinate with the appropriate internal resources when information is not readily available
   </li>
  </ul>
  <li>
   Support technical product/investment-related investor requests; support the completion of due diligence questionnaires in partnership with Oaktree&rsquo;s diligence and reporting team
  </li>
  <li>
   Alongside the senior Investor Relations professionals, develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, competitors, portfolio composition and performance, sustainability integration, among others.
  </li>
  <li>
   Assist with the preparation for product-related investor calls and meetings, including new business development pitches, portfolio reviews, webcasts, and live events
  </li>
  <li>
   Assist in the execution of their respective strategy&rsquo;s co-investment program, including preparing co-investment deal materials, curating prospective investor lists, and managing the investor due diligence process
  </li>
  <li>
   Assist in coordination and preparation of materials for fund LPAC (i.e., limited partner advisory committee) meetings
  </li>
  <li>
   Support the formation and oversight of separate accounts designed to achieve client needs and objectives
  </li>
  <li>
   Develop internal materials or analysis to support new product ideas
  </li>
  <li>
   Ensure all communications are fully compliant with industry regulations and firm standards
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   1-3 years of relevant experience preferably in investment banking, institutional asset management, or consulting; prior client-facing experience is a plus
  </li>
  <li>
   Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables
  </li>
  <li>
   Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Personal Attributes
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Have the ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and other aspects of Oaktree&rsquo;s product offerings
  </li>
  <li>
   Exhibit outstanding attention to detail and exceptional organizational skills
  </li>
  <li>
   Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts
  </li>
  <li>
   Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with limited oversight
  </li>
  <li>
   Thrive in a dynamic, high-rigor environment where responsibilities may shift daily
  </li>
  <li>
   Be highly resourceful, exercising sound judgment in responding to internal and investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary
  </li>
  <li>
   Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution
  </li>
  <li>
   Be highly motivated to succeed and committed to supporting the success of teammates
  </li>
  <li>
   Excel in a fast-paced, demanding environment while maintaining exceptional quality standards
  </li>
  <li>
   Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency
  </li>
  <li>
   Demonstrate the ability to interact confidently with clients, investment professionals, and senior leadership
  </li>
  <li>
   Uphold the highest standards of integrity, professionalism, and dedication to excellence
  </li>
  <li>
   Embrace diversity and uphold all core values of Oaktree
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education
  <br/>
  <br/>
 </strong>
 Bachelor&rsquo;s degree (major in Finance, Business, Economics, or related field preferred).
 <br/>
 <br/>
 <strong>
  Base Salary Range
  <br/>
  <br/>
 </strong>
 Analyst: $100,000 - $120,000
 <br/>
 <br/>
 Associate: $115,000 - $135,000
 <br/>
 <br/>
 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
 <br/>
 <br/>
 <strong>
  Equal Opportunity Employment Policy
  <br/>
  <br/>
 </strong>
 Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
 <br/>
 <br/>
 <strong>
  For positions based in Los Angeles
  <br/>
  <br/>
 </strong>
 For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
</div>


Analyst/Associate, Investor Relations (Private Equity)

CNH Industrial

<div><div>Job Description
<div><div><div><div>Investor Relations Manager
</div></div></div></div><div><div><div><div>Requisition ID: 3932
</div></div></div></div><div><div><div><div>Job Location: Oak Brook - Illinois - United States
</div></div></div></div><div><div><div><div>Job Family for Posting: Investor Relations
</div></div></div></div><div><div><div><div>Job Type for Job Posting: Full Time</div></div></div></div><p></p><div><div><ul><li><div><b><br>
</b><br>
</div></li></ul></div></div><div></div><div><div><div><div><div><div><div><h2 class="jobSectionHeader"><b>About Us
</b></h2></div><div><p>Innovation. Sustainability. Productivity. This is how we are Breaking New Ground in our mission to sustainably advance the noble work of farmers and builders everywhere. With a growing global population and increased demands on resources, our products are instrumental to feeding and sheltering the world.
</p><p>From developing products that run on alternative power to productivity-enhancing precision tech, we are delivering solutions that benefit people &ndash; and they are possible thanks to people like you. If the opportunity to build your skills as part of a collaborative, global team excites you, you&rsquo;re in the right place.
</p><p><b>Grow a Career. Build a Future!
</b></p><p>Be part of this company at the forefront of agriculture and construction, that passionately innovates to drive customer efficiency and success. And we know innovation can&rsquo;t happen without collaboration. So, everything we do at CNH Industrial is about reaching new heights as one team, always delivering for the good of our customers.
</p></div></div><div><div><h2 class="jobSectionHeader"><b>Job Purpose
</b></h2></div><div><p>The Investor Relations Manager oversees and directs the organization&rsquo;s investor relations activities, ensuring clear, accurate, and strategic communication between the company and the financial community. Supports fair valuation of the company&rsquo;s securities, helps maintain a stable shareholder base, and strengthens relationships with analysts, investors, and other key stakeholders.<br>
</p><p></p><p>This position is eligible for our <b>hybrid </b>work model working three (3) days on-site in our offices in <b>Oak Brook, IL </b>and two (2) days remote/home office.
</p></div></div><div><div><h2 class="jobSectionHeader"><b>Key Responsibilities
</b></h2></div><div><ul><li>Responsible for managing the development and delivery of investor‑facing communications, including earnings materials, investor news releases, fact sheets, and strategic messaging
</li><li>Oversees planning and execution of investor relations events such as earnings calls, investor meetings, shareholder engagements, and conference participation
</li><li>Leads the monitoring, analysis, and presentation of investment community sentiment, analyst reports, industry trends, competitor performance, and investor profiling to senior leadership
</li><li>Builds and maintains strong relationships with analysts, shareholders, portfolio managers, financial media, rating agencies, and other stakeholders to support consistent and informed engagement
</li><li>Ensures compliance with securities laws and disclosure requirements, overseeing the preparation and review of regulated filings such as annual reports, earnings releases, proxy statements, and stock exchange submissions
</li><li>Focuses resources on continuous improvement of investor communications processes, analytical capabilities, and stakeholder engagement strategies; establishes key performance metrics to assess effectiveness
</li><li>Develops risk assessments and communication contingency plans to address market volatility, unexpected events, or shifts in investor sentiment
</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>Experience Required
</b></h2></div><div><ul><li>Bachelor's degree in Accounting, Finance, Economics or a relevent discipline
</li><li>8+ years experience in investor relations or related fields
</li>Travel up to 10-25%<br>
<li>
</li></ul><p></p><p>#LI-EF1
</p></div></div><div><div><h2 class="jobSectionHeader"><b>Pay Transparency
</b></h2></div><div><p>The annual salary for this role is USD $105,750.00 - $155,100.00 plus any applicable bonus (Actual salaries will vary and will be based on various factors, such as skill, experience and qualification for the role.)
</p></div></div><div><div><h2 class="jobSectionHeader"><b>What We Offer
</b></h2></div><div><p>We offer dynamic career opportunities across an international landscape. As an equal opportunity employer, we are committed to delivering value for all our employees and fostering a culture of respect.
</p><p>At CNH, we understand that the best solutions come from the diverse experiences and skills of our people. Here, you will be empowered to grow your career, to follow your passion, and help build a better future. To support our employees, we offer regional comprehensive benefits, including:
</p><ul><li><i>Flexible work arrangements
</i></li><li><i>Savings &amp; Retirement benefits
</i></li><li><i>Tuition reimbursement
</i></li><li><i>Parental leave
</i></li><li><i>Adoption assistance
</i></li><li><i>Fertility &amp; Family building support
</i></li><li><i>Employee Assistance Programs
</i></li><li><i>Charitable contribution matching and Volunteer Time Off</i></li></ul></div></div></div></div></div></div></div><div><div><div><div><p><br>
</p><p></p><p>US applicants: CNH Industrial is an equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Applicants can learn more about their rights by viewing the federal &quot;Know Your Rights&quot; poster here . CNH Industrial participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You can view additional information here .<br>
<br>
</p><p>Canada applicants: CNH Industrial is an equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, nationality, place of origin, disability, marital status, family status, age, or any other ground prohibited by applicable provincial human rights legislation.<br>
</p><p></p><p>If you need reasonable accommodation with the application process, please contact us at narecruitingmailbox@cnhind.com .</p></div></div></div></div></div></div><p></p>

Investor Relations Manager

Patria Investimentos

<div><p>Patria is a premier alternative investment firm with 37 years of experience, specializing in key resilient sectors. Our distinctive approach combines insights from investment leaders, sector experts, and company managers, all supported by extensive local and global knowledge. Leveraging over US$50 billion in assets and a strong global presence, we deliver attractive, consistent returns by crafting unique, long-term investment opportunities for our clients and building a lasting legacy in the regions we serve.</p><p>
We are seeking an Investor Relations Associate / VP to play a strategic &quot;Door Opener&quot; role in our expansion within the UAE and the broader Middle East. This professional will be a key relationship generator, responsible for rebalancing our geographic footprint by building immediate trust and navigating the regional market to secure high-quality investment opportunities.</p><p>
The primary focus of this role is to act as a strategic initiator for our Public Credit and Bond funds (including a $5bn evergreen fund) and our Long-only LatAm Equities strategies. This is a relationship-driven profile focused on securing the first meeting and generating initial bonds with clients, rather than a technical or analytical role.</p><p><b>
Main Responsibilities</b></p><ul><li><p>
Lead the &quot;Door Opening&quot; strategy by identifying and securing meetings with Multi-Family Offices (MFOs), External Asset Managers (EAMs), and Private Banks within the UAE and Middle East.</p></li><li><p>
Drive the firm&rsquo;s capital growth by managing the end-to-end fundraising sales funnel, from identifying and qualifying new investor prospects to securing new capital commitments.</p></li><li><p>
Act as the focal point for initial strategic communication, building immediate trust and rapport with potential investors to initiate long-term relationships.</p></li><li><p>
Participate in critical commercial processes, remaining present as the primary relationship lead from the initial introduction through to the closing of the mandate.</p></li><li><p>
Work side-by-side with senior leadership and portfolio managers to ensure the investor-facing narrative aligns with our expansion goals in the region.</p></li><li><p>
Maintain absolute CRM discipline, logging every interaction and coordinating closely with the broader IR and credit teams to track the sales cycle.</p></li><li><p>
Monitor market trends and competitor movements within the region to translate Patria&rsquo;s value proposition into clear, compelling messages for new prospects.</p></li></ul><p><b>
Requirements</b></p><ul><li><p>
Approximately 4 to 5 years of experience in Business Development, Investor Relations, or Private Banking.</p></li><li><p>
The role requires strong analytical skills, excellent communication, project management capabilities, and solid experience in the financial markets &mdash; ideally in credit, structured finance, private debt, emerging markets, or asset management</p></li><li><p>
Experience at a large, reputable financial firm is highly preferred.</p></li><li><p>
A strong, warm, and active network of contacts in the UAE/Middle East (specifically with MFOs, EAMs, or Private Banks).</p></li><li><p>
Proven track record as a &quot;Relationship Generator&quot; with the persistence required for long sales cycles.</p></li><li><p>
Excellent written and verbal communication skills with the ability to build an immediate bond with sophisticated investors.</p></li><li><p>
Fluent English; proficiency in Arabic is a plus.</p></li></ul><p><b>
Desired Profile</b></p><ul><li><p><b>
Door Opener Mindset:</b> Success is measured by the quality and quantity of new meetings secured and the ability to navigate complex organizations.</p></li><li><p><b>
Ownership &amp; Autonomy:</b> A proactive, ownership-driven mindset with the ability to drive the business development process end-to-end.</p></li><li><p><b>
Executive Presence:</b> Clear, precise communication and the interpersonal skills necessary to represent Patria at the highest levels.</p></li><li><p><b>
Commercial Rigor:</b> High degree of organization and discipline in managing a pipeline and maintaining CRM accuracy.<br>
<br>
<b>WORK ENVIROMENT</b></p><p>
It isn&rsquo;t just the performance that matters. We also care about the way we achieve our targets. And we see our way of working as a differentiator, which contributes to retain the best team, to establish long-term relationships with clients, to expand to other countries, and to attract investors and partners who allow us to generate superior returns. How we do it:</p><p>
1. Ethical</p><p>
2. Aligned to Our Clients' Objectives</p><p>
3. Associative and Complementary</p><p>
4. United by a Purpose</p><p>
5. Disciplined, Criteria-driven and Hands-on</p><p>
6. Environment that Fosters High-Performance</p><p><b>
DIVERSITY</b></p><p>
At Patria we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Our employment policies strictly prohibit all forms of discrimination on any of the grounds in relevant laws. All our employment practices are solely based on individual merit and our organization's needs at the time.</p></li></ul></div><p></p>

Investor Relations VP - UAE

Augment

<div>
 <p>
  <strong>
   Company Overview
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Augment is a software infrastructure company building the Robinhood for private markets. We are creating a modern platform that enables investors to access and trade shares in leading pre-IPO companies.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Our core product is an order execution engine that unlocks secondary liquidity, serving high-net-worth individuals, family offices, RIAs, and wealth platforms. By replacing legacy, manual workflows with real-time, technology-driven infrastructure, we are building the execution layer for private markets.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The Role
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  As one of Augment&rsquo;s early operations hires, you will help build and scale the operational infrastructure behind our private markets platform.
 </p>
 <p>
  <br/>
 </p>
 <p>
  You will sit at the center of our
  <strong>
   Back Office Operations
  </strong>
  , supporting the full post-trade lifecycle for our SPVs. This includes fund administration, accounting workflows, investor servicing, and coordination with external partners.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This is a hands-on role with real ownership. You will play a key role in identifying operational efficiencies while managing the day-to-day execution that keeps deals, funds, and investors running smoothly. If you thrive in fast-paced environments and enjoy bringing structure to complex financial workflows, we want to meet you.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   1. Post-trade operations &amp; fund accounting
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Day-to-day execution
  </strong>
 </p>
 <ul>
  <li>
   Lead back-office workflows including cash reconciliation, funding requests, investor communications, and distributions.
  </li>
  <li>
   Support trade operations by managing SPVs within internal systems, resolving funding issues, and assisting brokers with post-trade requests.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Audit &amp; tax management
  </strong>
 </p>
 <ul>
  <li>
   Coordinate the preparation and delivery of SPV audits and investor K-1s.
  </li>
  <li>
   Work directly with external audit and tax firms to ensure accurate and timely reporting.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Data accuracy
  </strong>
 </p>
 <ul>
  <li>
   Maintain a reliable single source of truth across internal systems.
  </li>
  <li>
   Use advanced Excel and Google Sheets workflows to track allocations, transactions, and fund-level reporting.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   2. Client support &amp; communication
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Own the client experience
  </strong>
 </p>
 <ul>
  <li>
   Serve as a primary point of contact for existing investors.
  </li>
  <li>
   Provide prompt, professional support across onboarding, funding, and post-investment inquiries.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Query resolution
  </strong>
 </p>
 <ul>
  <li>
   Troubleshoot operational questions using group inboxes and ticketing software.
  </li>
  <li>
   Ensure client requests are handled efficiently and escalated when needed.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   3. External partner management
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Strategic liaison
  </strong>
 </p>
 <ul>
  <li>
   Act as a bridge between Augment and key external partners including banks, distribution partners, audit firms, and tax providers.
  </li>
  <li>
   Coordinate documentation, reporting, and operational processes across partners to ensure smooth back-office execution.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    Hyper-organized
   </strong>
   : You manage multiple moving parts without dropping details
  </li>
  <li>
   <strong>
    Financially fluent
   </strong>
   : Familiarity with private markets, SPVs, KYC/AML, broker-dealer operations, or trade execution preferred
  </li>
  <li>
   <strong>
    Strong communicator
   </strong>
   : Clear, concise written and verbal communication
  </li>
  <li>
   <strong>
    Tech-comfortable
   </strong>
   : Able to navigate internal dashboards, CRMs, and operational systems quickly. Strong Excel or Google Sheets proficiency.
  </li>
  <li>
   <strong>
    Process-minded
   </strong>
   : You do not just execute tasks, you improve systems
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <em>
   Skills we love
  </em>
 </p>
 <ul>
  <li>
   Series 99, 7, 63, 65 securities licenses
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <em>
   Bonus
  </em>
 </p>
 <ul>
  <li>
   Experience at a broker-dealer, investment platform, fintech, or SPV administrator
  </li>
  <li>
   Strong background in fund administration
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Benefits
  </strong>
 </p>
 <ul>
  <li>
   Competitive salary
  </li>
  <li>
   Meaningful equity in an early-stage high growth company
  </li>
  <li>
   100% employer-paid medical, dental, and vision coverage for employees
  </li>
  <li>
   Hybrid in Austin.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  The US base salary and equity range for this role depends on level, experience, and demonstrated responsibility. The total compensation package may also include additional components or benefits depending on the role.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Join!
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  If this sounds exciting, apply here or reach out to our Head of Operations Jake Tunzi directly.
 </p>
</div>


Operations Analyst/Associate, Fund Administration

Keller Augusta

<div>
 <p>
  <strong>
   <u>
    Firm Overview:
   </u>
  </strong>
 </p>
 <p>
  Our client is a vertically integrated real estate investment, development, and management firm with a 50-year track record of investing across market cycles on behalf of private and institutional investors. Headquartered in Boston with an office in New York, The Firm operates a fully integrated platform of approximately 120 professionals spanning investments, development, asset management, property management, and corporate operations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Since inception, the firm has invested approximately $12.8 billion of gross asset value and raised $2.9 billion of equity across five value-add funds, executing complex transactions across equity, structured capital, and credit strategies. Over the course of its history, the firm has owned, operated, and developed more than 37 million square feet of commercial space and nearly 14,000 residential units.
 </p>
 <p>
  The Firm&rsquo;s investment platform is organized around property-type focused verticals, including Industrial, Multifamily, and Science &amp; Technology, and is anchored by a thematic, value-oriented investment approach emphasizing complex business plans, capital structure creativity, and hands-on execution. A unique combination of capital markets expertise, development capabilities, and in-house asset and property management enable the firm to identify and capitalize on opportunities created by market dislocation, distressed capital structures, and evolving tenant and user demand.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Position Overview:
   </u>
  </strong>
 </p>
 <p>
  The
  <strong>
   <em>
    Portfolio Management Associate
   </em>
  </strong>
  will serve as the day-to-day lead for maintaining and developing portfolio reporting tools including standardized templates for financial models and valuations, asset performance tracking, market data collection, and project management across sales, leasing, and related workflows. This role will report to the
  <em>
   SVP of Portfolio Management &amp; Head of Investor Relations
  </em>
  . The Portfolio Management Associate will ensure the technical accuracy and consistency of portfolio models, templates, and dashboards, and will drive the timely production of recurring portfolio analytics and interdepartmental reports that inform strategy and valuations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Role &amp; Responsibilities:
   </u>
  </strong>
 </p>
 <p>
  The Portfolio Management Associate will lead the maintenance of day-to-day tracking tools for asset performance (e.g., Pereview), market data, and collective activity trackers for project management workflows (e.g., Altrio), ensuring reporting tools remain accurate, current, and aligned with portfolio governance needs.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Standardization of Work Product and Templates:
  </strong>
 </p>
 <ul>
  <li>
   The role will assist in establishing and building standard templates and work product standards, including valuation models (DCFs), return projections, and net effective rent (NER) conventions.
  </li>
  <li>
   Will support the continual refinement of reporting standards for accounting and development to improve tracking of historical performance against projections.
  </li>
  <li>
   Will support the continual improvement and support of portfolio analytics tracking through existing tools, AI or additional software solutions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Interdepartmental Reporting Cadence:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will lead the maintenance and production of interdepartmental recurring reports and trackers, including the Disposition Pipeline, BOV/Appraisal Tracking, commercial/multifamily/storage Leasing Tracking, and Debt SWAT Analysis, quarterly investor workbooks, and supporting recurring meetings and timely information flow.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Portfolio Analytics and Performance Reporting:
  </strong>
 </p>
 <ul>
  <li>
   The role will produce portfolio analytics in partnership with portfolio management leadership and finance including Portfolio Returns Reports by asset class vertical and by fund on a quarterly basis, Portfolio Performance Metric tracking and fund roll-up reports, and the fair market values (FMV) / net asset values (NAV) schedule with cap and discount rate tracking.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Model and Projection Quality Control:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will assist with technical accuracy checks of portfolio models and projections and help maintain governance standards for Investment Committee approval, ensuring assumptions are accurate and consistent with business plans and timelines.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Collaboration:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will coordinate with portfolio management, asset management, accounting, development, finance, and investor relations to ensure that data, assumptions, and reports are consistent, timely, and decision-useful for both internal reviews and external investor communications.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Skills &amp; Qualifications:
   </u>
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s Degree and a minimum of 2+ years of real estate experience, with a preference for experience within the various asset classes.
  </li>
  <li>
   Exceptional written and oral communication skills, with acute attention to detail.
  </li>
  <li>
   Project management skills and the ability to multitask and prioritize workload efficiently and effectively with little direction.
  </li>
  <li>
   Must have proficient working experience with Ai.
  </li>
  <li>
   Experience with Pereview and/or Altrio are a plus.
  </li>
 </ul>
</div>


Portfolio Management Associate

Saudi Global Ports

<div>
 <p>
  <strong>
   Location: Dammam
  </strong>
 </p>
 <p>
  <strong>
   Job title: Senior Investor Relations Analyst
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Purpose:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  This role is intended to support SGP IPO preparation and post listing investor relations activities and will work closely with the Head of Investor Relations, Finance, GRC, and external advisors.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Maintain IPO and post IPO investor materials, including investor presentations, fact sheets, and Q&amp;A.
  </li>
  <li>
   Prepare earnings decks, earning releases, and other investor relations materials.
  </li>
  <li>
   Manage investors and analysts&rsquo; inquiries and follow-ups.
  </li>
  <li>
   Coordinate earnings calls, roadshows, and investor meetings.
  </li>
  <li>
   Maintain the Investor Relations website and ensure accuracy of disclosures.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
 </p>
 <p>
  <strong>
   Experience &amp; Qualifications:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in finance, Accounting, or a related field.
  </li>
  <li>
   5&ndash;8 years of experience in investor relations, equity research, or related capital markets roles.
  </li>
  <li>
   Experience supporting a public company.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
 </p>
 <p>
  <strong>
   Required Skills:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Strong financial and analytical skills.
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
  <li>
   Strong financial and analytical skills.
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
  <li>
   Ability to manage multiple deadlines in a fast-paced, highly visible environment.
  </li>
 </ul>
</div>


Senior Investor Relations Analyst

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