Investor Relations Analyst in Menlo Park, CA at Pyramid Consulting, Inc

Date Posted: 1/13/2020

Job Snapshot

Job Description

Immediate need for a talented Investor Relations Analyst with experience in the  Banking Industry.
This is a 06+ Months Contract opportunity with long-term potential and is located in Menlo Park, CA. Please review the job description below.
Job ID: 20-01753

Key Responsibilities:
  • Support all aspects of building, maintaining and managing our Investor Relations program
  • Compile information and conduct detailed qualitative and quantitative analysis in response to comprehensive due diligence requests
  • Track and respond to investor requests and maintain standardized investor request files on a regular basis
  • Create and maintain up-to date marketing presentations and materials for the SVB Capital funds
  • Add or update investor accounts in Salesforce with relevant activity and investor information
  • Maintain online investor portal and due diligence data rooms to reflect the most up-to-date documentation and marketing materials available
  • Manage fundraising pipeline(s) to ensure all interaction is tracked and due diligence follow-up processes are maintained
  • Prepare investor profiles, performance reports, agendas, bios and any additional briefing documentation required in advance of investor meetings.
  • Assist with the coordination of fundraising and investor road show logistics
  • Drive the process and logistical coordination of LP Day and other events and calls
  • Prepare agenda and relevant reports on a weekly basis for internal team meetings and ad hoc internal requests from the Partners
  • Draft written content for corporate emails, updates, newsletters, blog posts and others assignments
  • Coordinate obtaining all information for the Quarterly Report with the Investment and Finance Teams
  • Review of all Quarterly Report content and formatting
  • Perform research on the technology and venture industry and macro-economic data for the Quarterly Letter or other projects
  • Support SVB Capital’s web and social media initiatives
  • Other adhoc project work as needed
Key Requirements and Technology Experience:
  • Bachelor’s degree with preference for economics, finance, business administration, or accounting
  • 4-6 years of relevant work experience at an investment bank, venture capital firm, private equity firm, fundraising organization, or similar organization
  • High level proficiency in MS Word, Excel, PowerPoint and Outlook
  • Exceptional planning ability and organization skills
  • Strong quantitative skills and background in accounting/corporate finance-related terms
  • Preference for candidates that have undergone an institutional training program (e.g. banking, asset management, accounting, etc.)
  • Excellent written and verbal communication
  • Experience in creating PowerPoint presentations
  • Knowledge of venture capital / private equity industry fundamentals or ability to very quickly learn
  • Ability to process and use industry data
  • Attention to detail with high degree of accuracy
  • Strong interpersonal skills and the ability to multi-task
  • Self-motivated with the capability to work independently
  • Team player.
Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.