Desired Experience and Skills

Key Responsibilities

1. Operations Special Projects:

• Work with Senior team on special projects and research related to firm and investor priorities.

• Support implementation / execution of firm strategy, including project management of special projects and firm initiatives.

2. Investor Relations Strategy + Compliance:

• Contribute to the development and execution of the overall investor relations strategy to foster strong and long-term relationships with investors.

• Maintain a strong understanding of relevant legal and regulatory requirements related to investor relations activities; work with CFO to ensure adherence to compliance standards.

• Oversee the maintenance and organization of our investor relationship management system and database.

• Ensure accurate and up-to-date records of investor interactions and preferences.

3. Fundraising Support:

• Collaborate with senior team members in preparing marketing materials, pitch decks, and presentations for fundraising activities.

• Support the planning and execution of investor roadshows.

• Coordinate logistics and materials to ensure successful participation and engagement.

4. Investor Communication / Reporting:

• Maintain regular and clear communication with existing and potential investors.

• Provide updates on fund performance, portfolio companies, and market trends.

• Coordinate and produce quarterly and annual reports for investors.

• Gather and synthesize relevant financial and operational data from portfolio companies.

Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the candidate in this position. Duties, responsibilities, and activities may evolve or change over time.

Qualifications required for your success

• 3+ years of experience in consulting, private equity, venture capital, investor relations, or finance.

• Strong passion for climate technology and sustainability initiatives.

• Proficiency in financial modeling, forecasting, and valuation techniques a plus.

• Excellent analytical skills, demonstrated attention to detail and organizational skills.

• Exceptional communication and interpersonal skills, with the ability to effectively collaborate with internal and external stakeholders.

• High level of integrity, ethics, and professionalism.

Personal attributes that support your success

• You are helpful, a team player, and show respect while collaborating with others

• You are results oriented and exercise sound judgment in your work

• A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation

• You are dedicated to achieving excellence and work with others to tackle the tasks at hand

• A superior communicator who treats everyone with respect

• Unquestionable ethics and personal integrity