Investor Relations Associate

Investor Relations Associate

About

Dynamo Software has provided industry-tailored, highly configurable investment management, reporting and data management solutions to the global alternative investment industry since 1998. Dynamo provides SaaS solutions across the private investment landscape including fund administrators, endowments, pension funds, foundations, private equity and venture capital funds, real estate investment firms, hedge funds, prime brokers, funds of funds, and family offices. The Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $5 trillion in assets.

The Company’s proprietary Dynamo Accounting™ software provides easy access to all firm information from one intuitive interface, handles complex fund structures and economic arrangements, and provides best-of-breed reporting. Dynamo Software’s experienced team of accounting professionals offers a full range of implementation and outsourcing services tailored to each client’s needs and budget. Clients include venture, buy-out, fund of funds, SBICs, family offices, and other private equity firms with assets under management ranging from under $200 million to multi-billion.

Although we operate as a unified team, our Dynamo Accounting team effectively has two practices:

  • Dynamo Accounting licensing and related implementation & support services
  • Outsourced Accounting and Reporting Services (the “Outsourcing Practice”)
  • The Outsourcing Practice focuses on private equity and provides customized bundles of accounting and reporting services to our clients, which include: preparation and e-delivery of quarterly unaudited financial statements and investor reports; preparation and e-delivery of investor capital calls and distributions; maintenance of clients’ online investor portals; responding to ad hoc questions from clients and their investors.

    Your role:

    This position is within the Outsourcing Practice, supporting all aspects of investor relations activities for the Outsourcing Practice and reports to a Director or Senior Manager.

    Your daily life:

    • Serving as the initial investor facing representative for our clients
    • Reviewing and gathering pertinent investor information from investor subscription documents
    • Assisting with the generation, through mail merge, of investor statements and notices
    • Posting and distributing to investors client notices, statements, and communications, either via email or Dynamo’s secure proprietary investor portal (“Dynamo Portal”)
    • Performing verbal verifications of communicated updates with main investor contacts
    • Responding to ad hoc investor or client queries/requests
    • Maintaining Dynamo Portal materials and investor access
    • CRM maintenance
    • Ensuring the confidentiality of investor data and adherence to cybersecurity best practices
    • Handling relevant aspects of onboarding for new clients or funds, including any set up within the Dynamo Portal
    • Gaining proficiency utilizing all aspects of the Dynamo Portal and assisting with Dynamo Portal implementation, modification, and enhancement projects for the Outsourcing Practice
    • Developing and maintaining professional relationships with the broader Dynamo Software group, including the Dynamo Portal implementation team

    What you bring in:

    • Minimum of Bachelor’s degree
    • Technical interest/ aptitude, including strong Excel, Word and Adobe PDF skills
    • Excellent communication skills
    • Commitment to a high degree of customer service
    • Capability of working independently while juggling multiple priorities in a fast-paced environment

    Tech Stack

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    Extra points for:

    • Familiarity with private equity or partnership investment industry
    • Prior experience using Dynamo Portal

    Benefits

    Health and Well-being

    Work-life Balance

    Entertainment

    Training & Development

    Does this sound like you? Apply now!

    Send us your CV and
    we’ll get in touch with you!




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