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A bit about us:

Long-term, control investor in small to medium sized businesses. Having a long-term strategy and significant personal capital differentiates the company from traditional PE firms. Builds strong relationships with management and nurtures growing portfolio companies without the pressures of a short exit time frame. Smaller company with an intimate feel that really supports it's people!

Why join us?

  • Not typical PE firm, more of a Family Office feel!
  • Great team who will support your development
  • Hybrid schedule, 3 days in office
  • Collaborative and friendly office culture!
  • Tenures of 10+ years, not a churn-and-burn - no lay offs based on market changes!
  • Full healthcare, top bonusing potential, paid parking, flex time off, PTO
  • 9-6pm, 40 hour work week, honors personal time / work-life balance


Job Details

Under direction of the Managing Director and Director of Operations, the Investor Relations / Private Equity Paralegal will be responsible for the following (and more):

  • General daily and project support for Director of External Relations and for key personnel
  • Support Director of External Relations with client and prospect requests
  • Update and draft responses to Requests for Proposals and Due Diligence Questionnaires
  • Coordinate the creation and review of investor communications including proofreading, editing
and coordinating between departments
  • Manage and report on investor relations budget
  • Perform special ad hoc projects for company staff to support clients and prospective clients
  • Coordinate distribution of communications with outside fund administrator
  • Organize and maintain shared files for clients
  • Pre-populate subscription documents for clients
  • Review and record completed subscription documents with outside fund administrator
  • Process client transfers and changes with outside fund administrator
  • File management (subscription and transfer documents) – signatures, tracking, etc. with outside
Fund Administrator
  • Maintain client and prospect database with outside fund administrator and generate reports

Requirements:
  • Ideally for someone who is service-oriented, who enjoys the investor relations side of the role, and also well versed with subscription documents in a Fund context (Preferably Real Estate).
  • Looking for someone motivated and excited by the work who wants to stay and grow with the company.
  • Comfortable being client-facing, answering phones, CRM (ideally Juniper), organized and great attention to details.
  • Must be local to the area and able to come into the office at least 3x/week.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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