What You’ll Do:

As the Vice President of Investor Relations, you’ll play a key role in supporting investor needs throughout the entire investment lifecycle.  You’ll serve as the primary point of contact for investors – from onboarding and reporting to events and communication – ensuring a seamless and professional client experience. In this role, you’ll help maintain a best-in-class investor relations function that delivers exceptional service to both external and internal stakeholders.

This position is an interdisciplinary role that bridges capital raising, investor relations, reporting, and strategy. The role is also highly tactical and execution-driven, with a primary focus on accuracy, timeliness, and precision in managing investor information and communications. Success in this role requires strong attention to detail, process orientation, and the ability to manage recurring administrative workflows that are critical to the investor experience. By owning these day-to-day functions, the role enables the Investor Relations team to operate smoothly and support strategic decision-making. This position will report to the Managing Director, Investor Relations.

Where You’ll Work:

Ideally, this position will be based out of the company’s Columbus, OH office. However, there could be flexibility for a fully remote position for the right candidate.

What You’ll Own:

• Investor Relationship Management. Cultivate and manage investor relationships. Partner with the Managing Director to service current investors and expand institutional and HNW/Family Office relationships.
• Investor Onboarding & Account Maintenance. Serve as the primary contact for investor subscriptions and closings in partnership with legal counsel. Create and maintain investor positions, review and process subscription agreements, and manage ongoing account updates (e.g., wiring instructions, addresses, tax forms, contacts) while ensuring AML/KYC compliance.
• Capital Activity. Prepare and distribute capital call and distribution notices, coordinating with the fund administrator to ensure timely and accurate delivery to investors.
• Custodial Reporting. Manage relationships with RIA custodians and oversee DTCC AIP reporting in collaboration with the fund administrator. Ensure reporting is completed accurately and on schedule, and serve as the point of contact with custodians to address requirements or resolve issues.
• Investor Communication. Manage day-to-day investor communications, including inbox oversight and response to inquiries, ensuring timely, accurate, and professional engagement.
• Investor Reporting. Prepare and distribute investor reports and presentations, including quarterly updates, portfolio summaries, and annual K-1s. Partner with Portfolio Management, Finance, and Accounting to ensure accurate and timely delivery.
• Investor Events. Coordinate and execute investor events, including the annual investor call, AGMs, Advisory Committee meetings, webinars, and ad hoc gatherings.
• CRM, Portal, & Process Optimization. Maintain the Juniper Square CRM and investor portal to ensure data accuracy and usability. Drive process improvements by leveraging technology and best practices to enhance efficiency, scalability, and the investor experience.
• Industry Expertise. Provide data-driven insights to leadership on industry trends and investor considerations.
• Other duties and projects as assigned.

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