Vice President, Investor Relations Operations
Location: New York, NY
The Vice President, Investor Relations Operations plays a key role in supporting Madison's Equity Capital Markets (ECM) team by coordinating investor services, fundraising operations, executive communications, marketing initiatives, and strategic business projects. This highly collaborative position serves as a central point of coordination across multiple internal teams and external partners, helping to ensure the efficient execution of investor-facing initiatives and day-to-day business operations.
The ideal candidate is highly organized, detail-oriented, and proactive, with exceptional project management and communication skills. This individual will thrive in a fast-paced environment, managing multiple priorities while maintaining a high standard of professionalism and client service.
Key Responsibilities:
Investor Services & Operations
- Coordinate investor onboarding and ongoing servicing activities.
- Manage investor inquiries and ad hoc requests, ensuring timely and professional responses.
- Administer the investor portal and CRM system, maintaining accurate investor records and data integrity.
- Support fund administration activities and investor verification processes.
- Coordinate fundraising virtual data room (VDR) administration.
- Identify opportunities to improve operational processes and investor experience.
Fundraising Operations
- Maintain and manage the fundraising prospect database and pipeline.
- Prepare fundraising dashboards, reports, and CRM analytics.
- Coordinate due diligence requests and fundraising materials.
- Manage coverage assignments and fundraising workflows.
- Serve as a liaison with placement agents, consultants, and distribution partners.
Investor Events & Executive Communications
- Coordinate the planning and execution of the Annual Investor Meeting, including project management, logistics, registration, vendor coordination, agenda development, and post-event follow-up.
- Support quarterly investor webinars and virtual events, including speaker coordination, platform administration, invitations, technical rehearsals, and attendee reporting.
- Assist with LPAC meetings, investor conferences, and other client-facing events.
Marketing & Communications
- Coordinate marketing collateral and investor communications.
- Assist with website updates, LinkedIn content, newsletters, and thought leadership initiatives.
- Coordinate conference announcements, podcasts, and media-related activities.
- Support external public relations initiatives and collaborate with marketing vendors.
Vendor & Relationship Management
- Coordinate relationships with third-party service providers supporting investor relations, fundraising, marketing, and technology initiatives.
- Manage vendor communications, project timelines, and service deliverables.
- Assist in evaluating and implementing new vendors and technology solutions.
Strategic Projects & Business Operations
- Support operational improvement initiatives and workflow enhancements.
- Coordinate cross-functional projects across the ECM team and other departments.
- Assist with CRM enhancements, reporting, and data governance initiatives.
- Support technology implementations and automation projects.
- Perform additional special projects and administrative support for ECM leadership as needed.
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