VP, Investor Relations

3 days ago

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WaterEquity

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Finance • Social Impact • Non-profit

WaterEquity is an asset management firm focused on mobilizing private investment for water and sanitation solutions in emerging markets. By providing capital to finance climate-resilient infrastructure and enhancing access to safe water and sanitation, WaterEquity aims to improve the resilience of vulnerable communities against climate change. The organization is dedicated to advancing economic development, particularly for women who are significantly affected by water insecurity, as it allows them to participate more fully in economic activities.

11 - 50 employees

Founded 2017

💸 Finance

🌍 Social Impact

🤝 Non-profit

📋 Description

• Manage day-to-day relationships with current investors across WaterEquity-managed funds, including responding to inquiries and other needs, disseminating reports (annual & custom reports), providing financial updates, compliance notices, tax documents, and Fund notices among other investor-centric materials. • Together with the finance team, manage and own the relationship with WaterEquity Fund Administrators. • Coordinate with compliance, finance, and other teams on regulatory filings, disclosures, and fund operations timelines with investor deliverables and communications top of mind. • Lead on compliance-related reporting controls (tracking and response) for current and prospective investors, such as inquiry communications, GIPs reports, etc. • Oversee the investor onboarding process and work closely with internal and third-party stakeholders to ensure compliance with regulatory requirements. • Collaborate with the finance team and Fund Administrators to formalize and deliver investor benefits, including Fund distributions, commitment redemptions, subscription and/or banking changes, transfer requests, etc. • Ensure investor reporting and financial requirements are tracked and met via various legal agreements, including recoverable grant agreements, side letters, and Invest + Donate agreements. • Manage investor portal, including vendor contract(s) and budgets, sensitive investor account data (e.g., banking, contact, etc.), email distribution lists, and general portal maintenance. • Collaborate with teams to maintain databases, including Salesforce and SharePoint, to ensure accurate and timely tracking of investor account details and committed values. This also entails assessing, identifying, and developing (when needed) new and efficient platforms and tools for WaterEquity to ensure successful information management. • Regularly analyze current LP relationships and investments, market trends, and competitor activities, with a goal of improving LP services, products, and retention. • Work closely with the Chief Compliance Officer to ensure compliance-related items are identified, tracked, stored, and disseminated appropriately and that on-going processes are streamlined and efficient. • Collaborate with other teams to ensure there is a continuous exchange of information and data as needed.

🎯 Requirements

• Bachelor’s degree in marketing, business, finance, international development, or related field. • Completion of a master’s degree in related field is a plus. • 5 years+ relevant work experience in investor relations or private fund administration preferred. • Experience and/or educational requirements may be satisfied with an equivalent combination of education and experience. • Solid proficiency and experience with Microsoft Word, Excel, PowerPoint, and Salesforce. • Experience working with website platforms and languages, including WordPress and HTML. • Experience tracking key data and insights within Salesforce or other CRM platforms. • Strong organization and project management skills. • Understanding of and passion for impact investing and/or international development.

🏖️ Benefits

• medical/dental insurance • life and disability insurance • retirement program • periodic review for merit and incentive pay based on organizational and personal achievement