Investment Relations and Partnership Manager

Job Overview : We are seeking a highly professional and strategically minded Investment Relations & Partnerships Manager to join our family office. This hybrid role serves as a critical bridge between the family principals and the investment portfolio, while also acting externally to expand our network and source high-quality opportunities. Qualifications 4–6 years in a high-caliber financial role such as Investment Banking (Analyst / Associate) Private Equity or Venture Capital (Investor Relations or Investing) Single or Multi-Family Office Public Relations Agency Institutional Asset Management (LP Relations or Client Service) Bachelor’s degree in Finance, Economics, or related field Proven exposure to private markets (PE, VC, Private Credit, Real Estate) Advanced financial modeling and analytical skills Mastery of Excel and PowerPoint Responsibilities This role spans two core functions : Internal Investment Relations, External Partnerships & Sourcing, and Corporate Communications & PR Support. Investment Relations & Public Relations Principal Liaison : Act as the primary day-to-day contact for client principals on a variety of subjects across scopes of work Reporting & Insights : Produce tailored quarterly and ad-hoc consolidated reports summarizing performance, risk, and attribution across asset classes (private markets, PE, VC). Presentation & Materials : Develop polished presentations, memos, and dashboards for family meetings and Investment Committee reviews. Data Translation : Distill complex data and investment strategies from managers and internal teams into clear, accessible insights for non-financial stakeholders. Cross-Stakeholder Coordination : Interface with internal teams, external managers, and administrators to ensure seamless capital flow, reporting accuracy, and information management. Corporate Communication & Partnerships Social Media & Digital Presence : Manage corporate LinkedIn and other social media accounts, ensuring content aligns with the family office’s brand and communications strategy. Executive Reporting : Prepare regular reports, updates, and briefing materials for the President under the guidance of the PR Director. PR & Media Support : Assist in drafting press releases, thought leadership articles, newsletters, and other communications as directed by the PR team. Event & External Engagements : Support PR initiatives, including webinars, panel participation, and strategic events that enhance the office’s external visibility. Brand Consistency : Ensure all corporate communications reflect the family office’s tone, professionalism, and strategic priorities. Network Development : Build and maintain a strong network across family offices, PE / VC funds, investment banks, and strategic partners. Deal Screening : Serve as an initial filter for investment opportunities—sourcing, screening, and prioritizing co-investments, direct deals, and fund commitments aligned with the family’s thesis. Relationship Management : Represent the family office in managing relationships with partners Market Intelligence : Gather market insights, themes, and emerging trends to inform the investment team. Personal Attributes Discretion & Integrity : Deep understanding of confidentiality within a family office setting Exceptional Communicator : Able to simplify complex investment concepts for sophisticated, non-financial audiences High EQ & Professionalism : Polished presence, relationship-builder, “white-glove” service mentality Detail-Oriented & Organized : Produces accurate, high-quality work with discipline and rigor Proactive & Entrepreneurial : Self-starter comfortable in a lean, fast-moving environment Powered by JazzHR #J-18808-Ljbffr