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Investor Relations Supervisor – Denver, CO

Gen II is currently seeking an Investor Relations Supervisor (“Supervisor”) to join our growing team of professionals. This individual will be actively involved in the services noted below on multiple client engagements.

Primary Responsibilities Will Include

  • Respond to client inquiries in a prompt manner, utilizing oral and written communications
  • Manage and collaborate on workflow and processes associated with client requests, deliverables, and presentations
  • Coordinate and distribute client communications pertaining to investment summaries, fund performance, as well as other general mailings
  • Work with departments throughout the office to prepare audit confirmations and monthly recurring deliverables
  • Review and send capital call and distribution letters to partners/investors
  • Facilitate financial reporting to partners/investors
  • Review impromptu requests from clients and partners/investors
  • Oversee updates and maintenance of partner/investor data
  • Supervision, training, and evaluation of associates
  • Monitor incoming correspondence, manage task assignments and manage associate workloads
  • Operate in a deadline-driven, high volume, and constantly changing environment
  • Other assigned projects
  • Overtime is based on business needs

Upon employment, a Supervisor will receive a competitive annual salary between $60,000 – $78,500, commensurate with experience, along with a generous benefits package including, but not limited to:

  • 100% of employee medical and dental insurance premiums are covered by Gen II
  • 401(k)Plan with safe harbor match
  • 30 days of paid time off
  • Paid overtime

Required attributes

  • Bachelor’s degree
  • 4+ years of related experience, including supervisory experience
  • Proficiency with Microsoft Office applications
  • Strong work ethic
  • Ability to multi-task and meet deadlines
  • Meticulous attention to detail
  • Strong organizational and analytical skills
  • Excellent verbal and written communication skills
  • High degree of professional poise
  • Customer service approach that is accommodating and action-driven
  • Strong relationship building skills
  • Ability to thrive as part of a team, while also being able to work independently

Desired attributes

  • Private equity work experience
  • Basic accounting knowledge
  • Allvue CRM experience