Private Markets Product Specialist & Investor Relations Analyst

Montana Capital Partners AG

  • Baar, Zug
  • Unbefristet
  • Vollzeit
  • 8 Tage her
Your tasksAs a Private Markets Product Specialist & Investor Relations Analyst you will be an integral part of our Investor Relations & Marketing team, responsible for fostering and maintaining strong relationships with our investors. This role requires a keen eye for detail and a passion for the private equity industry. The successful candidate will be instrumental in ensuring that our investors are well-informed and engaged, contributing to the overall success and growth of our platform.
Your main area of responsibility is:
  • Investor communication: Assist in the preparation of regular investor communications and planning, including annual investor conferences and update calls
  • Marketing content creation: Assist in the creation of new marketing materials, pitchbooks, DDQs, and presentations for prospective investors. Support content creation for external marketing platforms
  • Investor life cycle management: Contribute to the preparation of RfPs and assist with RfP coordination tasks. Respond to investor inquiries and due diligence requests in a timely and professional manner. Support and participate in due diligence meetings with institutional investors. Support co-investment offering process
  • Fundraising: Support the launch of the upcoming secondaries flagship fund as well as subsequent new fund offerings including maintenance of data rooms (product development support, market analyses, project management support)
  • Sales management enablement: Maintain and update investor databases and CRM systems and provide analytical support to generate insights from data for effective sales management
  • Relationship Management: Support the development and maintenance of strong relationships with existing and potential investors. Monitor industry trends and competitor activities to provide insights and recommendations
Your Profile
  • 2 years of experience in investor relations or product marketing in investment management or investment banking, or a related role within the private equity or financial services / consulting industry
  • Excellent written and verbal communication skills, with the capability to develop and simplify complex information to stakeholders (including marketing materials, reports, and presentations)
  • Proven ability to work with client-facing teams and directly with investors, prior experience with both institutional investors and family offices a plus
  • Strong communication and presentation skills in English, French is a plus
  • Strong attention to detail, problem solving and critical thinking capabilities
  • Experience working in a global business environment with diverse cultures; and ability to work in matrix organization or in project teams outside of immediate reporting line
  • Ability to work independently and capable of proposing and implementing solutions
  • Advanced skills in PowerPoint for creating presentations and solid Excel skills for data analysis
These criteria are an indication of the profile we are looking for. If you don’t meet them all but believe that this is the right position for you, we kindly invite you to apply.Our offer
  • Join a very successful and motivated team, driven to provide excellent investment outcomes for their investors
  • Opportunity to develop your skills, experience and career further in a fast-growing asset manager
  • Competitive compensation scheme and attractive working conditions based on the most innovative concepts
  • A friendly and active company culture driven by teamwork and clear common goals
ContactIf you are interested to support us in building our innovative company within a dynamic and entrepreneurial team, please apply through our recruiting platformAbout usFounded in 2011, Montana Capital Partners ("mcp") is an established secondary private equity investment manager in the European and North American mid-market with a focus on buyout and growth investments. mcp pursues a differentiated investment approach centered on proactive sourcing, customization of liquidity solutions for counterparties, mitigation of the risk profile of its transactions and focus on the secondary mid-market. mcp employs close to 45 professionals and has invested in more than 140 transactions since its inception. Through the course of time, mcp has built a leading global sourcing network and in-house database, in addition to state-of-the-art tools and proprietary financial models that have been developed, refined and tested for more than a decade. As an adviser to six funds, all of them raised at their respective hard caps, mcp manages total assets in excess of EUR 4.4 billion for its investors. For more information please visit our webside:

Montana Capital Partners AG