Head of Investor Relations - Hedge Fund Job at Dagen, Dallas, TX

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  • Dagen
  • Dallas, TX

Job Description

Job Title: Head of Business Development & Investor Relations

Firm Summary: is a SEC-registered investment adviser that employs an event- driven long/short equity investment strategy focused on the biotechnology sector.

Responsibilities:

  • Grow and lead a best-in-class business development/investor relations department with responsibility for the full IR lifecycle: fundraising, on-boarding, and on-going engagement
  • Proactively source new prospects, schedule calls and meetings, and prepare and track de-briefing notes and follow-ups. Periodic travel (allocator conferences, etc.) expected
  • Create pipeline and capital activity reports for prospect and fundraising management
  • Lead internal effort in collaboration with various teams to timely complete data requests from prospective and current investors, including RFPs, DDQs, and ad hoc requests
  • Work closely with the front office to understand strategy, catalysts, and trade structures in order to educate and update investors on portfolio developments and performance
  • Develop and distribute the firm’sinvestor presentation, performance reports, attribution analysis and other marketing materials, including investor letters and case studies
  • Ensure compliance with internal marketing policies and regulatory requirements
  • Maintain firm CRM database/third-party performance databases. Assist subscription and capital activity processing/data collection in collaboration with finance and legal teams
  • Monitor sector trends and market developments to support fundraising/investor outreach
  • Develop and document processes and procedures and identify enhancements to optimize efficiencies, adopt best practices, reduce risk, elevate investor communications and drive client relationship success

Qualifications/Requirements:

  • Bachelor’s degree
  • Minimum 5 yearsemployment at a financial services firm in a senior marketing/IR role
  • Proficiency with Excel,PowerPoint, CRM systems,portfolio analysis software,portfolio attribution/investment performance measurement, and marketing regulations
  • Superior written and verbal communication skills; exceptional attention to detail
  • Excellent project management, organizational skills, work ethic, and integrity
  • Customer service mindset, collaborative team-player, proactive and resourceful
  • Ability to take direction but also work independently; willingness to take ownership of projects through completion and accept any task that will benefita growing organization

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