Key skills
SalesforceLeadershipChange ManagementCommunicationCollaborationSales
About this role
Role Overview
- Provide day-to-day support within the IR Operations team
- Foster collaboration, reinforce best practices, and ensure disciplined execution across concurrent fundraising and client deliverables
- Apply strong working knowledge of private Timberland and Agriculture strategies
- Support positioning, investor engagement, RFP and RFI submissions, competitive analysis, performance summaries, and real-time diligence discussions
- Work with the Private Markets, Timberland, and Agriculture teams in a collaborative environment to create a best-in-class IR platform and program
- Lead and own the development and maintenance of core marketing and client-facing materials
- Coordinate content development and logistics for the Annual Investor Conference and other investor events
- Respond to investor requests by leveraging product knowledge and internal information systems
- Manage completion of Timberland and Agriculture RFPs, RFIs, and DDQs
- Serve as a project manager across Investments, Finance, Legal, Compliance, Product, Risk, Sustainability, and other partners
- Contribute to quarterly fund/client reporting and support internal reporting requests for senior leadership
Requirements
- 5+ years of overall work experience
- Relevant experience in a sales support, client-centric role
- Direct timberland or agriculture experience (Agriculture experience preferred)
- Self-Motivated and Autonomous
- Change Management Mindset
- Obsessively Organized
- Clear, Direct Communication
- Stakeholder Engagement
- KPI-Driven and Outcome-Focused
- Proficient in Microsoft Office
- Experience with Seismic, Salesforce, and Qvidian is a plus
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short-term disability insurance
- Long-term disability insurance
- Life insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension/401(k) savings plans)
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time (or more where required by law) each year
- Full range of statutory leaves of absence