FIRM

Charlesbank Capital Partners is a Boston-based alternative investment firm with a 26-year track record of superior investment returns. For many years, the firm managed an investment portfolio solely for the Harvard University endowment, before establishing Charlesbank as an independent firm in 1998. Today, Charlesbank has over $19 billion in AUM and invests across three distinct strategies: Flagship Private Equity, Private Credit, and Tech-Opportunities.

ROLE

Charlesbank is recruiting to hire an Analyst to join the Investor Relations team sitting in Boston. The Analyst will work closely with the entire Investor Relations team and colleagues across the organization on the firm’s investor relations and fundraising activities. The position will enable the individual to gain the foundation and experience needed to continue pursuing a career in Investor Relations.

KEY RESPONSIBILTIES

Investor Relations

Respond to investor inquiries and information requests, coordinating with various internal constituencies – Investment teams, Finance, Legal, Compliance, etc.
Coordinate and assist in the tracking and fulfillment of follow-up materials from investor calls and meetings
Assist with preparation for the firm’s Annual Meeting, including drafting materials

Fundraising Support

Maintain up-to-date investor marketing materials, investment track records, case studies, etc.
Preparation of fundraising related materials (PPMs, DDQs, pitchbooks)
Help populate and manage institutional-quality data rooms to facilitate due diligence processes
Coordination of on-site meetings and diligence sessions, including the participation of Charlesbank professionals and incorporating appropriate marketing materials
Develop a working knowledge of relevant fund governing documents

Analytical Activities

Assist with the preparation and review of content and analyses related to the firm and overall market
Analyze and compile information on the firm’s portfolio companies and fund performance to fulfill investor requests and populate marketing materials

CANDIDATE PROFILE

Qualifications:

Bachelor’s Degree, with strong overall GPA
Min. 1-2 years’ analytical experience, with working knowledge of alternative assets preferred
Open to multiple backgrounds, including investment banking, placement agent, consulting, fund audit, etc.
Excellent communication skills, both written and oral
Advanced Microsoft Office (specifically Excel and PowerPoint) skills required

Competencies:

Highly organized
Strong attention to detail
Ability to work collaboratively and independently

Charlesbank Capital Partners

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Investor Relations Analyst